LAES Earnings Prediction
The chart below shows how LAES performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LAES sees a +0.99% change in stock price 10 days leading up to the earnings, and a -7.79% change 10 days following the report. On the earnings day itself, the stock moves by -3.68%. This data can give you a slight idea of what to expect for the next quarter's release.
LAES Key Earning Data
2024/Q4
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LAES Earnings Analysis
Sealsq Corp Corporation (LAES.O) Earnings Conference Call
Positive
Financial Stability Indicators: Revenue of $11 million in FY 2024, with a strong cash position of over $90 million as of January 2025, indicating financial stability.
Funding for Cybersecurity Expansion: Raised over $80 million in funding during 2024, enhancing capital resources for expansion into post-quantum cybersecurity markets.
Strong Bookings Growth: Combined bookings of $6.8 million, reflecting strong year-to-year growth, and a projected contract pipeline of over $93 million for the next three years.
Post-Quantum Security Investment: Invested $5 million in 2024 and plans to invest $7.2 million in 2025 in post-quantum security technology, demonstrating commitment to innovation.
Strategic Acquisitions Overview: Strategic acquisitions, including a 30% ownership in a blockchain financial company and negotiations to acquire IC’ALPS, a leading ASIC design company, to enhance capabilities.
Semiconductor Facility Expansion: Expansion of semiconductor personalization and testing facilities in Spain and the U.S. to support growth and meet market demand.
Projected Revenue Surge: Anticipated significant revenue increase in 2025 due to new product launches and increased demand for post-quantum cybersecurity solutions.
Negative
Significant Revenue Decline: Revenue decreased significantly from $30 million in 2023 to $11 million in 2024, indicating a major decline in sales performance.
Quantum Chip Revenue Challenges: The transition from traditional semiconductors to next-generation quantum-resistant chips has not yet resulted in expected revenue growth, reflecting the early stage of the post-quantum market.
Inventory Management Challenges: Excess inventory accumulation by customers in 2024 led to lower order volumes, as clients are utilizing existing stock before making new purchases.
Net Loss Analysis: The company reported a net loss of $21 million for the year, primarily due to the migration from traditional semiconductor products and reduced demand for products during the year.
R&D Investment Concerns: Despite increasing R&D expenditure by 26% year-on-year, the overall revenue decline raises concerns about the effectiveness of these investments in the short term.
Growth Initiatives Timeline: The anticipated full impact of growth initiatives is not expected until 2026, indicating a longer timeline for recovery and revenue generation.
Acquisition Approval Delays: The company is still in the process of securing government approvals for acquisitions, which may delay growth and operational expansion.
LAES FAQs
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LAES Earning Call Sentiment
SEALSQ Corp (LAES) Q4 2024 Earnings Call Transcript
LAES.O
1.83%Positive
The earnings call reveals a significant revenue decline and net loss due to transition challenges, despite future growth prospects. The absence of a share repurchase program and vague management responses in the Q&A further dampen sentiment. While there are positive factors like increased cash reserves and a strong contract pipeline, the immediate financial health issues and uncertainties around market adoption outweigh these positives, leading to a negative outlook.
