Nordic Semiconductor (NOD)

[HeldigFyr]

13/10

Nordic-powered next generation micro:bit to support AI and machine learning...

Synd at NOD klart faller utenfor forums oppmerksomhet. Eller tar jeg feil?

[HeldigFyr]

NOD uttaler seg at de skal bli 1 billion dollar (USD) revenue company within 5 yrs. Per idag basert på Q2 Est.Yr.2020 >300 million USD. Ebidta Q2 18% En fantastisk mål!!

Med en mcap idag på 20,3 milliard NOK har reisen akkurat begynt.

Q2_Quarterly_Report_2020.pdf

Page 13
Revenue from Bluetooth and multiprotocol solutions increased by 29.9% in the first half of 2020. Nordic has earlier stated that it believes revenue from this product group should grow by 20%-30% annually in the medium-term.

In the longer term, Nordic believes its strong product and customer roadmaps offer a favorable backdrop for its aspiration to build a USD 1 billion revenue company within five years.

[donkeykong]

Kan se ut til at vi får se AirTags i November:

[HeldigFyr]

15/10 samarbeid med Xirgo

Low cost Bluetooth LE beacon helps build smarter pallet tracking solutions

[HeldigFyr]

Han Jon Posser… merkelig eller spesielt at han ofte har innetier info.

[donkeykong]

Han har vel litt varierende historikk, men han hadde rett i at de ikke kom denne gangen, så mulig han faktisk vet noe om AirTags.

[HeldigFyr]

Takk @Slobo i småprat tråd her på TI.

[HeldigFyr]

Hva forventes på tirsdag?

Oslo (TDN Direkt): Nordic Semiconductor ventes å rapportere en ebitda på 24 millioner dollar av en omsetning på 116 millioner dollar i tredje kvartal 2020.

Det viser gjennomsnittet av estimater Infront har hentet inn fra fem analytikere for TDN Direkt.

Konsensus for omsetning og ebitda for 2020 er henholdsvis 388 millioner og 65 millioner dollar. I 2021 ventes omsetningen å stige til 483 millioner dollar og ebitda til 84 millioner dollar.

Alle de fem analytikerne har kjøpsanbefaling på Nordic Semiconductor-aksjen. Gjennomsnittlig kursmål er 122 kroner.

Deltagere: ABG Sundal Collier, Danske Bank Markets, DNB Markets, Kepler Cheuvreux og Pareto Securities.

[HeldigFyr]

Vi må bare håpe at presidentsoverdragelse (antatt at Biden har mulighet til å vinne) ikke gir problemer. NOD har oppmerksomhet av Mark Mobius.

– Vi kan forvente et dramatisk fall i markedet

Ser mot øst

For å sikre seg mot denne risikoen sier legendeinvestoren at han har investert i selskaper som er «delvis immune mot slike økonomiske fall».

– Det betyr selskaper med sterk balanse og dem som kan opprettholde eller øke etterspørselen etter produktet deres, forklarer han.

Mobius peker østover for sine investeringstips og har investert relativt tungt i Taiwan og Sør-Korea. Semiconductor-selskaper, som Nordic Semiconductor her i Norge, er ifølge investoren et godt valg.

[HeldigFyr]

19/10 conductor on conductor

Nordic Semiconductor’s low power SiP certified by Japan’s Marubeni Group for...

LTE-M certification of the nRF9160 SiP provides IoT developers immediate access to Japan’s leading cellular network

Nordic Semiconductor today announces that its award-winning nRF9160 low power System-in-Package (SiP) with integrated LTE-M/NB-IoT modem and GPS has been certified by Marubeni Information Systems (MSYS) and Marubeni Network Solutions for use on Japan cellphone operator NTT DoCoMo’s LTE-M network. NTT DoCoMo is the country’s largest cellphone operator, and its LTE-M network infrastructure covers more than 99.8 percent of the country’s 127 million population.

[TekBot]

NOD: Third quarter 2020 results

(Oslo, Norway – October 20, 2020) Nordic Semiconductor ASA reported revenue of USD 119.4 million for the third quarter 2020, an increase of 45% from the same quarter last year. Bluetooth revenue increased by 56% to USD 97.1 million. Gross margin was 54.1%. EBITDA increased to USD 28.6 million from USD 11.5 million in the same quarter last year. The EBITDA-margin improvement to 24.0% from 14.1% highlights the strong operational leverage. Order backlog was record high at USD 288 million, growing 154% from the third quarter last year and 43% from the second quarter 2020.

The third quarter revenue was higher than guided for in the interim report for the second quarter and first half year 2020, and slightly above the level indicated in the financial update issued on September 4, 2020.
…

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“Product demand has continued to increase across the board. We see accelerating technology adoption in all our main end-product markets, and the Covid-19 pandemic further fuels an already strong digitization trend. Our strong order backlog increasingly reflects a shift in the customer mix, with several large customers placing orders for high-volume products with a longer time perspective than we have seen historically”, says CEO Svenn-Tore Larsen in Nordic Semiconductor.

While the current order backlog extends over the next three quarters, it offers strong supports for continued growth also in the final quarter of the year. The high activity level in the semiconductor industry puts strain on the supply chain, and bottlenecks in the supply chain may temporarily limit the output capacity. Taking this into consideration, the current backlog allows Nordic to guide for a total revenue level of USD 115-125 million for the fourth quarter 2020.

Full year revenue for 2020 is hence expected at USD 393-403 million, corresponding to 36%-40% revenue growth from 2019 to 2020.

The gross margin development has been on a positive trend reflecting a product mix with high volumes of advanced high margin products and continuous cost improvements on newly launched products. Nordic expects a gross margin level of 51%-52% for the fourth quarter 2020, and still expects the higher share of sales to tier-1 customers to move the gross margins into the 48%-50% range in the medium term.

The year-on-year revenue growth for Nordic’s Bluetooth low energy and multiprotocol solutions has been 40% in the first three quarters of 2020, exceeding the medium-term growth rate of 20%-30% indicated by the company. Revenue from proprietary wireless solutions has also exceeded expectations this year, with year-on-year growth of 17% in the first nine months.

In 2019, Nordic presented a bold aspiration to build a USD 1 billion company within five years, and the positive demand trends and continued strengthening of the customer base increase the confidence in this aspiration.

The management team will host a webcast presenting the third quarter results today at 08:00 CEST. The presentation will be held in English. A live webcast from the presentation can be found at https://www.nordicsemi.com, and a recorded version of the presentation will also be available after the event.

For further information, please contact:

Pål Elstad, CFO Nordic Semiconductor ASA
Phone: +47 991 66 293

Ståle Ytterdal, IR Nordic Semiconductor ASA
Phone: +47 930 37 430

About Nordic Semiconductor:
Nordic Semiconductor has been a pioneer in ultra- low power wireless solutions, from proprietary technologies for PC accessories to today’s Bluetooth low energy and multiprotocol products and long-range cellular IoT solutions. Nordic Semiconductor is the clear market leader in the ultra-low power wireless segment, serving a growing market in consumer electronics, wearables, building and retail, healthcare and an increasing number of other verticals and applications. Nordic Semiconductor (NOD) is a public company listed on the Oslo stock exchange in Norway.
For more information go to www.nordicsemi.com
This information is subject to the disclosure requirements according to §5-12 in the Norwegian Securities Trading Act.

Kilde

[HeldigFyr]

20/10 conductor on conductor

Q3_Quarterly_Report_2020.pdf

[theroger]

Kl 08:00

Nordic Semiconductor Webcast Q3

[HeldigFyr]

2020-10-20 13:18:47 CET

KOMMENTAR: NORDIC SEMICONDUCTOR OG GJENSIDIGE STIGER ETTER RAPPORTER

Oslo (TDN Direkt): Nordic Semiconductor og Gjensidige stiger tirsdag etter å ha lagt frem sterke tredjekvartalstall.

Nordic Semiconductor leverte tirsdag tall for tredje kvartal. På forhånd hadde selskapet oppjustert sin guiding på omsetning til 112-118 millioner dollar, fra tidligere 95-105 millioner dollar. Omsetningen for kvartalet endte på 119 millioner dollar, mens det på forhånd var ventet 116 millioner dollar ifølge Infront-konsensus.

-Utrolig sterkt kvartal, sier Christoffer Wang Bjørnsen, analytiker i DNB Markets til TDN Direkt tirsdag.

Det sterke kvartalet kommer etter en år over år vekst i Bluetooth salget på 56 prosent. Bluetooth står nå for 81 prosent av inntektene til Nordic Semiconductor, opplyser selskapet i tredjekvartalspresentasjonen deres.

Nordic Semiconductor steg over 8 prosent ved åpning, og har siden handlet mellom 7 og 10 prosent opp. Bjørnsen sier han ikke skjønner hvorfor aksjen ikke stiger mer, og mener den burde vært opp mellom 15-20 prosent.

-Her kommer estimatene og kursmålene til å justeres opp, sier Bjørnsen.

I en analyse tirsdag viser Sparebank 1 Markets til at Nordic Semiconductor sin nåværende ordrebok på 288 millioner dollar tilsvarer 136 prosent av de totale inntektene for hele 2019. Både Sparebank 1 Markets og Christoffer Wang Bjørnsen forventer at selskapet kommer til å oppjustere deres foreløpige guiding på 115-125 millioner dollar i omsetning for fjerde kvartal.

[Sverresen]

Tredje største i portisen dette her, skulle gjerne vært større… Snakk om herlig vekst.

[TekBot]

NOD: Notification of trade - Primary insider

Notification of trade - Primary insider Birger K. Steen, Chair of the Board, purchased on October 21, 2020, 5 000 shares in Nordic Semiconductor ASA for an average price NOK 113,00 per share. Following the purchase, Birger owns in total 181 231 shares in Nordic Semiconductor ASA.

For further information, please contact: Pål Elstad, CFO Nordic Semiconductor ASA Phone: +47 991 66 293 Email: pal.elstad@nordicsemi.no
…

Vis børsmeldingen

This information is subject of the disclosure requirements acc. to §5-12 vphl (Norwegian Securities Trading Act)

Kilde

[HeldigFyr]

21/10 kjempe bra å vise tillit

[TekBot]

NOD: Exercise of employee share options

Following the market close on October 21, 2020, employees in Nordic Semiconductor ASA have exercised 562 949 options in Nordic Semiconductor ASA.

The options contracts were granted to employees with a strike price of NOK 35.77 and a “cap” of NOK 107.31 (upon cash settlement).
…

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Upon exercise, the company has the right to settle its option contracts in cash by paying the difference between the share price and the strike price, with a maximum settlement fee equal to the difference between the NOK 107.31 “cap” and the strike price of NOK 35.77 (or NOK 71.54 per option).

Based on the current share price, the Board has authorized the company to exercise its right to settle its options contracts in cash by paying the difference between the NOK 107.31 “cap” and the strike price of NOK 35.77.

This options settlement will result in a cash payment of NOK 40,273,372 (USD 4.378 million) to those employees who have exercised options. All expenses related to the options exercise have already been recognized in previous quarters, and the options settlement has no net impact on the operating expenses of the company in the current or future quarters.

Chief Executive Officer, Svenn-Tore Larsen, has exercised 65,575 share options with a “cap” of NOK 107.31 Following this transaction, he holds 1,905,400 shares and 165,738 share options, 10,621 RSUs and 24,057 performance shares in the Company.

Chief Financial Officer, Pål Elstad, has exercised 43,804 share options with a “cap” of NOK 107.31 Following this transaction, he holds 8,846 shares and 109,445 share options, 6,345 RSUs and 12,747 performance shares in the Company.

Chief Technology Officer, Svein-Egil Nielsen, has exercised 43,804 share options with a “cap” of NOK 107.31 Following this transaction, he holds 17,000 shares and 70,144 share options, 7,172 RSUs and 14,794 performance shares in the Company.

Sales and Marketing Director, Geir Langeland, has exercised 43,804 share options with a “cap” of NOK 107.31 Following this transaction, he holds 177,700 shares and 110,571 share options, 6,621 RSUs and 13,328 performance shares in the Company.

Supply Chain Director, Ole Fredrik Morken, has exercised 43,804 share options with a “cap” of NOK 107.31 Following this transaction, he holds 180,000 shares and 85,505 share options, 5,241 RSUs and 10,576 performance shares in the Company.

Quality Director, Ebbe Rømcke, has exercised 21,771 share options with a “cap” of NOK 107.31 Following this transaction, he holds 68,900 shares and 36,761 share options, 4,276 RSUs and 8,544 performance shares in the Company.

Investor Relations Director, Ståle Ytterdal, has exercised 17,506 share options with a “cap” of NOK 107.31 Following this transaction, he holds 244,000 shares and 47,449 share options, 4,414 RSUs and 9,140 performance shares in the Company.

Employee Representative, Jon Helge Nistad, has exercised 3,501 share options with a “cap” of NOK 107.31 Following this transaction, he holds 5,781 share options and 600 RSUs.

For further information, contact: Pål Elstad, CFO +47 99 166 293

Kilde

[HeldigFyr]

22/10 likevel TTT

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[HeldigFyr]

26/10

High reliability mesh network buildings automation platform supports up to...