Alphawave IP Group PLC Equity Research & Stock Reports

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24 Jul 24

Alphawave Semi | 2Q24 trading update - bookings +27% YoY

Alphawave announced a third consecutive quarter of bookings over US$100m with bookings for 2Q24 of US$107m, up 27% YoY. The company also had a record quarter for design wins with 14 in total from new and existing customers, several of which were for hyperscalers and leading semiconductor companies. Wins included not just those for the company's advanced connectivity products but also for its new ARM-based compute chiplet solutions, as the company broadens out its product offering. Evidence conti

Companies: Alphawave IP Group PLC

Capital Access Group

07 Jun 24

Alphawave Semi | First chiplet leveraging Arm Neoverse launched

At its recent Capital Market's Day (CMD - see our note from 5th June), Alphawave announced itself as the first company to deliver chiplets leveraging Arm's Neoverse computing technology offering scalable, interchangeable and customisable solutions to its customers. Alphawave has now formally launched this advanced chiplet built on Arm Neoverse Compute Subsystems which is targeted at artificial intelligence/machine learning, high-performance compute, data centre, and 5G/6G networking infrastructu

Companies: Alphawave IP Group PLC

Capital Access Group

05 Jun 24

Alphawave Semi | CMD - Reasons to be cheerful

Alphawave's shares have recovered almost half of the losses experienced when forward guidance to 2025 was reduced in April. Following what was a difficult set of FY23 results, the company's recent Capital Market's Day (CMD) set out a powerful case for a continuation of the recovery in the share price, amplifying the group's potential to ride the magic carpet of hyperscaler driven demand for its connectivity Intellectual Property (IP) and its products. Not only were estimates for total addressabl

Companies: Alphawave IP Group PLC

Capital Access Group

24 Apr 24

Alphawave Semi - FY23 results, 1Q24 trading update

Following the updated guidance published last week, Alphawave reported a 74% YoY increase in revenue to US$321.7m for FY23 generating adjusted EBITDA of US$62.6m, up 34% YoY. As previewed, bookings in 1Q24 were strong at US$117.9m, up 20% YoY and ahead of guidance. The results release and conference call confirm that revised guidance mainly reflects a more conservative approach to revenue recognition under new CFO, Rahul Mathur, and an acceleration in the pace at which Alphawave is pivoting away

Companies: Alphawave IP Group PLC

Capital Access Group

16 Apr 24

Alphawave Semi: FY23 trading update, amended forward guidance

Alphawave Semi has reduced guidance for FY23 and prospectively citing lower revenues from China, changes in expected revenue recognition from long-term contracts, and continuing investment in R&D. The share price has reacted negatively, giving up most of the gains since the trading statement at the end of January. Current consensus, which is a good match for pre-existing guidance, should be reduced, most likely following release of the FY23 results and full 1Q24 trading update due on 23 April. H

Companies: Alphawave IP Group PLC

Capital Access Group

22 Jan 24

Hot Off The Wires - The Day Ahead

Today's news and views, plus announcements from: EDV, BOY, WHR, SDI, BRICK, VINO, & AWE.

Companies: Alphawave IP Group PLC

Capital Access Group

22 Jan 24

Alphawave Semi: 4Q23 trading update – FY23 guidance reiterated

Alphawave Semi has published its 4Q23 trading and business update, reiterating its guidance for FY23 with multiple new wins, a strong pipeline and good progress toward generating revenue from its Connectivity Products Group in 2024. Total new bookings of US$128.7m in 4Q23 were a record and increased by 36% YoY. Alphawave Semi continues to transition the company following the acquisitions in 2022, re-focusing the OpenFive business on leading edge technology. The transitioning process weighed on t

Companies: Alphawave IP Group PLC

Capital Access Group

24 Oct 23

Hot Off The Wires - The Day Ahead

Today's news and views, plus announcements from: BNZL, PHP, SCT, PLUS, CABP, BAG, AWE, PDL, SCS, & VLX.

Companies: PDL PHP AWE

Capital Access Group

24 Oct 23

Alphawave Semi: 3Q23 trading update – FY23 guidance reiterated

Alphawave Semi has published its 3Q23 trading and business update, reiterating its guidance for FY23 with multiple new wins, a strong pipeline and good progress toward generating revenue from its opto-electronics connectivity products in 2024. Total new bookings of US$72.9m in the quarter fell 9% YoY, in part because a US$20m custom silicon non-recurring engineering (NRE) booking slipped into 4Q23. Alphawave Semi continues to transition the company following the acquisitions last year, re-focusi

Companies: Alphawave IP Group PLC

Capital Access Group

24 Oct 23

Alphawave Semi: CFO appointment, valuation

Alphawave Semi has announced the appointment of Rahul Mathur as CFO with effect from 30 October 2023. Mr Mathur has an extensive background in tech and as a CFO and looks very well qualified to fill the role which has been vacant since May. The appointment of Mr Mathur is in line with comments at the interim results that the search for a permanent CFO was progressing very well. Alphawave Semi's share price has been under some pressure since the results and the eruption of the events affecting I

Companies: Alphawave IP Group PLC

Capital Access Group

05 Oct 23

Alphawave Semi: Initiation - accelerating to the speed of light

Alphawave Semi supplies cutting edge connectivity solutions for the world's most demanding applications in digital infrastructure. Over the last two years the business has been transformed and it now licences its Intellectual Property (IP), supplies custom silicon and, from 2024, should supply optical connectivity silicon. The company generated revenue of US$185m in 2022 and is targeting growth to cUS$500m by 2025 with a consensus forecast of 102% pa growth in pre-tax profit over the period. Whi

Companies: Alphawave IP Group PLC

Capital Access Group

03 Jul 23

Alphawave (AWE) - Hot Stocks on Vox Markets

05 Dec 17

GMP FirstEnergy ― UK Energy morning research package

Canacol Energy (CNE CN) (not covered): Discovery & flow test in Colombia | China Energy Reserve and Chemical Group & AWE (AWE AU) (not covered): Proposed acquisition withdrawal | San Leon Energy (SLE LN) (not covered): Relinquishment of Polish assets | Serinus Energy (SEN CN)1; Speculative Buy, C$0.55: Reserves update | Statoil (STL NO) (not covered): Exiting Myanmar | Volga Gas (VGAS LN) (not covered): November production in Russia | Tamar Petroleum buying Israel assets? | ExxonMobil (XOM US) (

Companies: CNEC DNQ 0R1M SAVE AWE SENX

Stifel FirstEnergy

30 Jul 15

Achieving milestones

With a diverse portfolio focused across a number of stable geopolitical areas AWE, has 2P reserves of 81.5mmboe representing over 16 years of production potential. The company has the potential to double these in the short to medium term. AWE remains on track to meet its end-of-year guidance of 4.6-5.1mmboe production. An experienced and prudent management team at the helm and a diverse asset base should give investors confidence that AWE could outperform the sector once sentiment improves.

Companies: Alphawave IP Group PLC

Edison