Nordic Semiconductor (NOD)

[Powertrade]

Spennende - Håper vi snur nordover nå - og at DnB sine analyser gjøres til skamme. Merkelige analytikere - noen spår 150 mens andre finner ut at det er 100 dagen etter… jaja … Utsiktene for 2024 er viktigere enn resultatet for 2023

[Longshot62]

Ja at Q4 ikke blir bra vet vel alle,så vi får håpe at info fra webcasten angående fremtidsutsiktene er bra.

[TekBot]

Flagging i Nordic Semiconductor ASA

Folketrygdfondet har i dag, 1.2.2024, lånt ut 1.409.697 aksjer i Nordic Semicondutor ASA. Etter utlånet har Folketrygdfondet netto 18.554.118 aksjer, tilsvarende 9,6% av aksjene i selskapet.
…

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Kilde

[Boms]

Folketrygdfondet flagger nå at de har lånt ut 1, 4 millioner aksjer og dermed er under 10 %.

Flott med sånne medaksjonærer…

NB Aksjen er jo heldigvis mer likvid enn Ultimovacs som jo fikk kursen sin helt kjørt i grøfta med lånte aksjer fra Folkefiendefondet

[E24Bot]

Spent før tall fra Nordic Semiconductor: – Utfallsrommet er så stort

Spent før tall fra Nordic Semiconductor: – Utfallsrommet er så stort

[Powertrade]

Spent … på hva som egentlig sto i artikkelen ? En oppsummering ?

[Murrinho]

Ny sjef som skal legge frem tallene. Meglerhusene er veldig usikre og uenig på spådom på hvor god Q4 og guiding 2024 er så veldig lite info å hente

[Powertrade]

Om man skal våge på litt ukvalifisert gjetting… Lavere inntekter enn forventet, markedsituasjonen i 24 er svakt oppadgående, men fortsatt høye varelagre hos kundene. For 2025 ser det bedre ut…

Nå er det slik at Nordic Semiconductor er en oppkjøpskandidat - og plutselig kommer det en beiler på banen- og vips er kursen 160-180…

Jeg tror aksjen kommer til å få en fortjent opptur uansett.

Kursmål 120 på kort sikt - og 160 innen utgangen av 24

[Thomastoget]

Tror oppkjøp fra en halvleder produsent kan være interessant. Da får man insourcet virksomheten og kan levere komplett produkt.

NOD lager ikke halvlederne selv

[TekBot]

NOD: Results for the fourth quarter and preliminary full year 2023

(Oslo, Norway – February 6, 2024) Nordic Semiconductor ASA reported revenue of USD 108 million for the fourth quarter 2023, a decline of 20% from the previous quarter and 43% below the fourth quarter last year. Gross profit was USD 56 million with a gross margin of 52%, and with operating costs of USD 63 million the company showed an EBITDA loss of USD 7 million for the quarter.

Bluetooth customers remained cautious and continued to draw on inventories also in the fourth quarter. Proprietary revenue is beginning to stabilize, although at a relatively low level, and cellular IoT revenue showed a sequential improvement from the previous quarters of the year.
…

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Revenue for the full year 2023 declined by 30% to USD 543 million, with a gross margin of 52% and a positive EBITDA of USD 49 million.

Although Nordic remains confident in the long-term market potential for its products and technologies, the market is in a cyclical downturn with macro headwinds. The company hence sees low revenue in the first quarter of 2024 due to continued inventory adjustments as well as a more normal seasonality. Total revenue is expected to fall within the range of USD 70-80 million in the first quarter. The company is not offering any revenue guidance beyond the current quarter.

Gross margin is expected at around 50% for the first quarter 2024, and the company reiterates its long-term ambition to maintain a gross margin level above 50%.

Nordic’s new CEO Vegard Wollan assumed the position with effect from 1 January 2024, and the overarching goal of the new top management is for Nordic to return to revenue growth and restore profitability.

“We have world-class engineers and great employees, innovative and leading products and solutions, and an impressive customer base. At the same time, we have potential for improved execution, and initial focus is on our product strategies and on maximizing the efficiency and throughput from our excellent engineering teams”, says Vegard Wollan.

Nordic is on track to realize initial revenue from its new nRF54 Series SoCs for Bluetooth low energy towards the end of 2024 and regards its industry-leading 22nm wireless and embedded technology platform at two key partnering foundries a clear advantage going forward.

Practical arrangements
CFO Pål Elstad and CEO Vegard Wollan will host a webcast presenting the fourth quarter results today at 08:00 CET.

A live webcast of the presentation and call-in instructions can be found at https://www.nordicsemi.com/Investor-Relations, and a recorded version of the presentation will also be available after the event.
The company will from now on only be accepting question asked live through the Q&A dial-in function. 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 21 95 63 42
UK: +44 203 769 68 19
US: +1 646 787 01 57
DK: +45 78 76 84 90
SE: +46 8 12 41 09 52
DE: +49 30 21 78 93 27
FR: +33 1 81 22 12 59

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

This stock exchange announcement was published by Pål Elstad, CFO, on February 6, 2024 at 07.00 CET.

Kilde

[Powertrade]

Opptur i vente. Nå kan det kun gå en vei

Siste lik er ute av skapet nå

Kjøp på dip kan være lurt

[E24Bot]

Nordic Semiconductor varsler ytterligere inntektsfall i første kvartal

Nordic Semiconductor varsler ytterligere inntektsfall i første kvartal

[TekBot]

NOD: Share Buyback Program

The Board of Directors of Nordic Semiconductor ASA has in a board meeting held on February 5, 2024, authorized the Company to commence a share repurchase program.

The share repurchase program will be carried out in accordance with applicable laws and regulations.
…

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The purpose of the program is to have available shares to settle the company’s obligations under the Employee long-term equity linked incentive programs.

Key terms of the share repurchase program include:

• The maximum number of shares that the Company may purchase under the program is up to 9.96% of the outstanding shares, however limited to a total purchase of NOK 240 million.
• In accordance with the authorization from the AGM, the maximum price that can be paid per share is NOK 350.
• The share repurchase program period runs from February 6, 2024, and ends on the latest on the Annual General Meeting in 2024.
• No shares may be bought at a price higher than the greater of the share price of the latest independent trade or the highest current independent offer price at Oslo Børs at the time of the trade.
• The maximum number of shares in the Company which may be purchased on each trading day corresponds to maximum 20% of the average daily trading volume of the Company for that day.

Transactions will be conducted in accordance with the Market Abuse Regulation (EU) No 596/2014 (“MAR”) and Commission Delegated Regulation (EU) No 2016/1052 (“Safe Harbour Regulation”) as further set out i.a. in the Norwegian Securities Trading Act of 2007 and the Oslo Stock Exchange’s Guidelines for buy-back programs and price stabilization dated February 2021.

For questions: Pål Elstad, Chief Financial Officer Mobile: (+47) 99 166 293

This information is subject to the disclosure requirements pursuant to Section 5 -12 of the Norwegian Securities Trading Act and the Market Abuse Regulation.

This stock exchange announcement was published by Pål Elstad, CFO, on February 6, 2024 at 07.30 CET.

Kilde

[E24Bot]

Nordic Semiconductor varsler ytterligere inntektsfall

Nordic Semiconductor varsler ytterligere inntektsfall

[Powertrade]

Bra presentasjon av CFO- Sterk finansiell status. Bra de ikke overdriver potensialet for Q1 inntekter. Meget troverdig og oppløftende

[TheObserver]

Full slakt fra analytiker.

[Powertrade]

FEIL Petter. Overskriften skal være: FORNØYD ! I en tid med lavere salg og tøff markedssituasjon er Nordic Semiconductor fokusert på både kostnadsreduksjon og å vinne markedsandeler for sin spennende produktprortefølje.

JA kusten vil falle 25-35 % i dag - Men kursen vil kunne stå i 150 innen 1 år - om ikke selskapet blir kjøpt opp før den tid…

[havana12]

Denne skal ned. Big time.

[Boms]

Jeg venter også kursfall på 30 % i dag…
Det står jo på skjermen:

[hybrid]

Mange narrativ som kan legges til grunn for å gi halvleder/elektronikk produsenter en ekstra dytt nå om dagen.