We cut '24e-'25e sales by 32-8% due to the Ovzon-3 delay. We now expect Ovzon-3 to generate sales as of Q3'24e. Q2e preview: sequential progress on the back of new orders.
14 Aug 2023
Lowered estimates following the Ovzon-3 delay
Sign up to access
Get access to our full offering from over 100 providers
Get access to our full offering from over 100 providers
Lowered estimates following the Ovzon-3 delay
- Published:
14 Aug 2023 -
Author:
ABGSC Telecom Equipment Research | Daniel Thorsson | Simon Granath -
Pages:
10 -
We cut '24e-'25e sales by 32-8% due to the Ovzon-3 delay. We now expect Ovzon-3 to generate sales as of Q3'24e. Q2e preview: sequential progress on the back of new orders.