Nordic Semiconductor (NOD)

[TekBot]

NOD: Reporting of transactions made by persons discharging managerial responsibilities in Nordic Semiconductor ASA’s shares

Reference is made to the stock announcement dated May 2, 2023. The payment has been determined based on a selling price of NOK 113.17 per share.

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

[TekBot]

NOD: Resignation of board member

(Oslo, Norway – May 11, 2023) Niels Anderskouv has resigned from the Board of Directors of Nordic Semiconductor ASA effective immediately due to his appointment as Chief Business Officer of GlobalFoundries on May 9, 2023.

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

[TekBot]

NOD: Reporting of transactions made by persons discharging managerial responsibilities in Nordic Semiconductor ASA’s shares

Notification of trade - Primary Insider

Katarina Finneng - EVP People & Communication, sold on May 22nd 2023,
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3 600 shares in Nordic Semiconductor ASA for an average price NOK 114,05 per share.

Following the purchase, Katarina owns in total 4 337 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

This information is subject to the disclosure requirements in Regulation EU 596/2014 (MAR) article 19 number 3 and the Norwegian Securities Trading Act § 5 -12.

Kilde

[strongbuy]

Noen muligheter for at NOD leverer deler til Apple sitt nye VR Headset som lanseres neste uke?

[naboen]

Ja, mtp på at de bruker nod i andre produkter så er det mulig. Blir bare spekulasjoner basert på det.

[plunger]

De er allerede i Meta sin Oculus serie, men usikkert om de er i Oculus 3 som ble lansert i går og slippes til høsten. Blir spennende å se en teardown. Dersom man ikke finner den i Oculus 3, så er den nok rimelig sikkert i Apple sin.

[plunger]

Uten at det ene nødvendigvis må utelulle det andre…

[Sverresen]

Er det samme som er i pods osv? Volumet i VR er vel betydelig lavere.

[Savepig]

Er litt interessant å ta en titt nå.

Marketcap 23 milliarder

Synes ikke tallene skriker billig på dagens performance, men greit å følge med på om den har bunnet

Weekly:

Daily:

[Multiple]

Følger opp piggy’s grafer med en titt på synlig short.
Det er ikke store løftet som skal til før man rir på SMA.
Noen av shortinngangene begynner å bli ubehagelig lave (og da antar jeg at det er unødvendig med en nærmere forklaring på hvem det er ubehagelig for).
Med synlig short på 8 mill aksjer er det ikke gjort i en håndvending å hente seg inn når dagsvolumene ligger under 1 mill.

[PinpointEstimates]

På Pinpoint har 5 investorer avgitt sine estimater for Nordic Semiconductors Q2-rapport. Her får du tilgang til konsensus og investorenes estimater

Nordic Semiconductor - Kvartal - Pinpoint Estimates Sverige

[TekBot]

NOD: Invitation to second quarter results for 2023

Nordic Semiconductor ASA will release its second quarter results for 2023 on Tuesday July 11, 2023 at 07:00 CEST.

The Company will conduct the presentation only as a webcast.
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CEO Svenn-Tore Larsen and CFO Pål Elstad will present the results at 08:00 CEST and the presentation can be followed live via webcast found on the IR pages at www.nordicsemi.com. A recorded version of the presentation will be made available after the presentation has concluded.

In addition to asking questions by following the link on the webcast, participants can call in and ask questions live. The dial-in details are only applicable if you want to ask questions. Please see the details below.

PIN Code for all countries: 286203

NO: +47-21956342
UK: +44-203-7696819
US: +1-646-787-0157
DK: +45-78768490
SE: +46-8-12410952
DE: +49-89-61429299
FR: +33-1-81221259

For further information, please contact: Ståle Ytterdal, SVP IR T: +47 930 37 430 E: ir@nordicsemi.no

Kilde

[Sverresen]

Elkjedene: Stor økning i salg av sporingsbrikker - Tek.no

Kan jo muligens være relevant.

[TekBot]

NOD: Resignation of board member

(Oslo, Norway – July 4, 2023) Jan Frykhammar has notified the Board of Directors of Nordic Semiconductor ASA that he will be resigning effective immediately for personal reasons. As a result, he will also be leaving the Audit Committee of Nordic Semiconductor ASA.

According to Nordic Semiconductor’s Articles of Association, the Board of Directors should have at least three and not more than eight members (shareholder elected board members). Subsequent to Jan Frykhammar’s departure, the Board of Directors will have five shareholder elected members.
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For further information, please contact: Pål Elstad, CFO T: +47 99 166 293 E: ir@nordicsemi.no

Kilde

[TekBot]

NOD: Second quarter and first half year results 2023

(Oslo, Norway – July 11, 2023) Nordic Semiconductor ASA reported revenue of USD 154 million for the second quarter 2023, an increase of 6% from the previous quarter and a decline of 23% from the second quarter last year. Gross profit was USD 82 million with a gross margin of 53%, and the EBITDA of USD 29 million corresponds to an EBITDA-margin of 18.5%.

Bluetooth low energy revenue increased by 9% from the first quarter and declined by 15% year-on-year, and Nordic maintains a high and stable design win market share in this technology.
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For the first half year 2023, revenue decreased by 22% to USD 300 million, with EBITDA decreasing to USD 43 million from USD 107 million in the first half 2022.

The current demand outlook indicates a revenue level of USD 145-165 million in the third quarter, in line with the second quarter . The gross margin is expected to remain above 52% in the third quarter, and the company reiterates its long-term ambition to maintain a gross margin level above 50%.

“We see clear growth opportunities in many verticals going forward, but many customers remain cautious in the current economic climate and the timing of the market recovery is uncertain. The revenue visibility is hence low beyond the current quarter, with a wide range of outcomes,” says CEO Svenn-Tore Larsen in Nordic Semiconductor.

In reflection of the continued high uncertainty, the company is intentionally not providing any outlook on the fourth quarter 2023. This statement replaces any previous communication from the company on 2023 outlook.

Nordic continues to invest in building a leadership position in markets with significant growth potential and maintains a positive long-term market outlook but have initiated targeted cost initiatives to mitigate a more challenging market. This is expected to impact financials positively during the second half of the year.

Practical arrangements

The management team will host a webcast presenting the second quarter results today at 08:00 CEST. The presentation will be held in English. For Q&A there will be a call-in function. A live webcast of the presentation and call-in instructions can be found at Nordic Semiconductor - Investor Relations - nordicsemi.com , and a recorded version of the presentation will also be available after the event.

In addition to asking questions by following the link on the webcast, participants can call in and ask questions live. The dial-in details are only applicable if you want to ask questions.

Please see the details below.

PIN Code for all countries: 286203

NO: +47-21956342
UK: +44-203-7696819
US: +1-646-787-0157
DK: +45-78768490
SE: +46-8-12410952
DE: +49-89-61429299
FR: +33-1-81221259

For further information, please contact:
Pål Elstad, CFO / EVP Finance - Nordic Semiconductor ASA
Phone: +47 991 66 293

Ståle Ytterdal, SVP 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, industrial, 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

[E24Bot]

Resultatras for Nordic Semiconductor

Resultatras for Nordic Semiconductor

[TekBot]

NOD: Reporting of transactions made by persons discharging managerial responsibilities in Nordic Semiconductor ASA’s shares

NOD: Grant of Restricted Stock Units and Performance Shares

On April 20th, 2023 The Annual General Meeting of Nordic Semiconductor ASA approved the issue Restricted Stock Units (RSUs) and Performance Shares of an aggregate nominal value of up to 1% of the company’s outstanding share capital.
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In total in this release, 1,002,323 RSUs and Performance Shares have been granted, equivalent to 0.52% of the company’s outstanding share capital.

As basis for the calculation of RSUs to employees (excluding Executive Management team), a weighted average share price the five trading days after the Annual General Meeting of NOK 112.7 has been used. As basis for the calculation of RSUs and Performance Shares to the Executive management team, the weighted average share price on July 11, 2023 of NOK 129.9 has been used.

All Employee Plan

Today, on July 12th, 2023 the company has granted 916,527 RSUs to employees under the all-employee program. For employees, the RSUs will vest after two years and the shares will be delivered to the employee at the vesting date against payment of the par value of the share (subject to the employee’s continued employment with the Company). The shares may be newly issued shares or existing treasury shares.

Primary insiders in Nordic Semiconductor have received the following RSUs, according to the terms described above:

Employee elected Board member Jon Helge Nistad has been granted 712 RSUs. Following this transaction, he holds 749 shares and 1,130 RSUs in the Company.

Employee elected Board member Anja Dekens has been granted 491 RSUs. Following this transaction, she holds 433 shares and 766 RSUs in the Company.

Employee elected Board member Morten Dammen has been granted 1,032 RSUs. Following this transaction, he holds 1,953 shares and 2,140 RSUs in the Company.

Employee elected Board member Gro Fykse has been granted 1,018 RSUs. Following this transaction, she holds 1,146 shares and 1,616 RSUs in the Company.

Executive Management Plan

With reference to the Annual general meeting held on April 20th, 2023, members of the Executive Management team have today been granted a total of 42,898 RSUs and 42,898 performance shares in the company. The RSUs will vest after three years and the shares will be delivered to the employee at the vesting date against payment of the par value of the share (subject to the employee’s continued employment with the Company). The shares may be newly issued shares or existing treasury shares. The performance shares are issued conditional upon the achievement of a certain set of objectives. The performance shares vest and will be delivered at par value upon the completion of the performance period, which is three years. If the executive achieves at least 80% of the set performance targets, 50% of the shares will be granted, whilst on 120% achievement of targets a maximum two times the shares will be granted. As such, if maximum performance is achieved on the performance shares, a total of 85,796 shares will be delivered to the executive management team. If less than 80% performance is achieved, zero shares will be delivered.

Details below are based on 100% performance achievement. For further details on the program, please refer to the Guidelines for Executive Compensation that was approved by the Annual General Meeting.

Svenn-Tore Larsen, CEO, received 9,184 RSUs and 9,184 performance shares. Following the grant, Svenn-Tore has 1,947,142 shares, 26,649 RSUs and 21,929 performance shares in the company.

Pål Elstad, CFO, received 4,520 RSUs and 4,520 performance shares. Following the grant, Pål has 49,417 shares, 10,769 RSUs and 10,769 performance shares in the company.

Svein-Egil Nielsen, CTO, received 5,110 RSUs and 5,110 performance shares. Following the grant, Svein-Egil has 42,285 shares, 12,174 RSUs and 12,174 performance shares in the company.

Geir Langeland, EVP Sales and Marketing, received 4,783 RSUs and 4,783 performance shares. Following the grant, Geir has 219,653 shares, 14,301 RSUs and 11,351 performance shares in the company.

Ole-Fredrik Morken, EVP Supply Chain, received 3,439 RSUs and 3,439 performance shares. Following the grant, Ole-Fredrik has 205,345 shares, 8,193 RSUs and 8,193 performance shares in the company.

Ola Boström, SVP Quality & Sustainability, received 2,946 RSUs and 2,946 performance shares in the company. Following the grant, Ola has 2,427 shares, 5,827 RSUs and 2,946 performance shares in the company.

Linda Pettersson, SVP Legal, received 2,823 RSUs and 2,823 performance shares. Following the grant, Linda has 3,421 RSUs and 2,823 performance shares in the company.

Kjetil Holstad, EVP Product Management, received 3,369 RSUs and 3,369 performance shares. Following the grant, Kjetil has 16,401 shares, 7,905 RSUs and 7,905 performance shares in the company.

Ståle Ytterdal, SVP Investor Relations, received 2,955 RSUs and 2,955 performance shares. Following the grant, Ståle has 141,632 shares, 7,108 RSUs and 7,108 performance shares in the company.

Katarina Finneng, EVP People & Communication, received 3,769 RSUs and 3,769 performance shares. Following the grant, Katarina has 4,337 shares, 8,955 RSUs and 8,955 performance shares in the company.

For further information, please contact: Pål Elstad, CFO pal.elstad@nordicsemi.no +47 99 166 293

This information is subject to the disclosure requirements in Regulation EU 596/2014 (MAR) article 19 number 3 and the Norwegian Securities Trading Act § 5 -12.

Kilde

[naboen]

‘Next upcycle begins’: Jefferies sees big upside for European semis

Jul 12, 202313:23 GMT+2

** Jefferies says the semiconductor sector has entered a new upcycle and expects it to result in material re-rating and strong EPS growth over the next two years

** “We expect semiconductor growth rates to accelerate through H2-23 following the ending of the inventory correction in many segments like PCs, smartphones and servers,” it says

** The broker expects global semiconductor revenue growth to move into positive territory by early 2024, and to further accelerate to H1 2025 cycle peak

** It predicts growth to positively surprise through 2024-2025 on the back of structural drivers including AI, cloud, edge, IoT, EVs, ADAS, renewable energy and VR/AR

** “We forecast the industry to expand to $1trn over the next 8-9 years,” Jefferies says, and forecasts EPS of the stocks it covers to grow between 35% and 180% in 2023-2025

[TekBot]

NOD: Reporting of transactions made by persons discharging managerial responsibilities in Nordic Semiconductor ASA’s shares

Birger K Steen, Chair of the Board of Nordic Semiconductor ASA, has today sold 60,000 shares in Nordic Semiconductor held in his US retirement accounts and purchased the same number of shares on the open market on the Oslo Stock Exchange. The shares were sold at NOK 143.21 per share and the same number of shares purchased for NOK 142.79 per share.

Post the transaction, Birger K Steen and affiliated entities own 198 745 shares in Nordic Semiconductor ASA (unchanged).
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Kilde

[E24Bot]

Dundrende underskudd for Edvin Austbø

Dundrende underskudd for Edvin Austbø