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2023-04-26 16:02:08 ET BE Semiconductor Industries N.V. (BESIY) Q1 2023 Earnings Conference Call April 26, 2023, 10:00 AM ET Company Participants Richard Blickman - CEO Conference Call Participants Madeleine Jenkins - UBS Charles Shi - Needham & Compa...
2023-04-26 03:22:20 ET BE Semiconductor press release ( OTC:BESIY ): Q1 GAAP EPS of €0.44. Revenue of €133.4M (-34.1% Y/Y). Orders of € 142.0 million down 21.3% vs. Q4-22. Gross margin of 64.2% rose 1.9 points vs. Q4-22 and 4.1 points vs....
Q1-23 Revenue of € 133.4 Million and Net Income of € 34.5 Million Down 3.1% and 14.2%, Respectively, vs. Q4-22. Operating Profit Exceeds Midpoint of Guidance Q2-23 Revenue to Increase 15%-25% Above Q1-23 Levels DUIVEN, the Netherlands, April 26, 2023 (GLOBE NEWSWIR...
2023-04-04 14:55:16 ET Summary BE Semiconductor Industries is a market leader in assembly equipment for advanced packaging applications. With a strong balance sheet, excellent profitability and revenue growth throughout the cycles and hybrid bonding as the main catalysts, the comp...
2023-03-17 10:23:48 ET Summary I'm looking at BESI after a significant bout of outperformance contrary to my expectations from my last article. I'm LONG BESI but at a very attractive price point. In this case, I'm looking to find the price target for the 2023-2024E period, given t...
2023-03-07 10:23:24 ET The chiplet boom sweeping the semiconductor industry might create tailwinds for BE Semiconductor (OTC: BESIY) , a company focused on advanced packaging solutions for advanced nodes. Advanced Micro Devices (NASDAQ: AMD) investors shoul...
BE Semiconductor Industries N.V. (BESIY) Q4 2022 Earnings Conference Call February 22, 2023 10:00 ET Company Participants Richard Blickman - Chief Executive Officer Conference Call Participants Madeleine Jenkins - UBS Ruben Devos - Kepler Cheuvreux Robert S...
Q4-22 Revenue and Net Income of € 137.7 Million and € 40.2 Million, Respectively Orders of € 180.5 Million Up 44.1% vs. Q3-22 FY-22 Revenue and Net Income of € 722.9 Million and € 240.6 Million, Respectively Proposed Dividend of € 2.85...
BE Semiconductor press release ( OTC:BESIY ): Q4 GAAP EPS of €0.50. Revenue of €137.7M (-19.8% Y/Y). Orders of €180.5M up 44.1% vs. Q3-22. Gross margin of 62.3% was equal to Q3-22 and above prior guidance, up 5.6 points vs. Q4-21. Outlook: Q1-23 re...
Summary BE Semiconductor is a very solid play on assembly equipment marketing - a crucial area in semiconductors. The company has a market-leading position in key sectors, and I have been following and learning about the business for several years. My investment in BESI has yielded ...
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Q2-24 Revenue of € 151.2 Million and Net Income of € 41.9 Million Orders of € 185.2 Million Up 64.5% vs. Q2-23 H1-24 Revenue and Net Income of € 297.5 million and € 75.9 Million, Respectively Orders of € 313.0 Million Up 22.9% vs...
Q1-24 Revenue of € 146.3 Million and Net Income of € 34.0 Million Revenue Exceeds Midpoint of Guidance and Gross Margin above Guidance DUIVEN, the Netherlands, April 25, 2024 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company" or "Besi") (Euronext ...