#Sweden #Kista #Sivers Semiconductors #SATCOM #Photonics

Sivers Semiconductors Achieves Strong Q2 2025 Growth

Sivers Semiconductors AB, a leading player in the realms of photonics and wireless technologies, recently released its interim report for the second quarter of 2025. The report indicates a consistent upward trend in revenue and operational performance, reflecting the company's commitment to meeting the increasing demand in its primary markets, including Photonics and SATCOM.

In this impressive quarter, Sivers reported total revenues amounting to SEK 72.4 million, marking a staggering 38% increase compared to the same quarter last year. Year-to-date, revenues have surged by 39% compared to 2024, showcasing the organization's robust growth trajectory. This financial performance signals not only an increase in sales but also reflects the company's strategic positioning to capitalize on emerging market opportunities.

Financial Performance Highlights

A key performance indicator in the report was the adjusted EBITDA, which improved significantly by 32% year-over-year and 45% for the year-to-date, affirming that Sivers Semiconductors is effectively enhancing its profitability while simultaneously investing in strategically important initiatives aimed at long-term success. Notably, the Wireless Business Unit (BU) saw an extraordinary revenue growth of 71% compared to the same period last year, emphasizing the unit's increasing importance within Sivers' portfolio.

Strategic Initiatives and Contracts

During this quarter, Sivers secured several noteworthy contracts that bolster its strategic vision. Highlights include a laser development contract with a prominent customer in the field of artificial intelligence (AI), high-performance computing (HPC), and data center applications, aimed at developing high-performance laser arrays. Additionally, they acquired a contract from aiRadar significantly aimed at innovating advanced antenna modules for defense applications.

Sivers also took a proactive step by joining the DIFI Consortium, which focuses on enhancing satellite network interoperability among ground terminals. This collaboration is expected to position the company at the forefront of technological advancements in the satellite communications industry.

To support its growth trajectory, Sivers successfully renewed its debt financing with a U.S.-based bank, which will enable the company to leverage additional resources for development and expansion. Moreover, the Capital Markets Day hosted in Stockholm on May 27, 2025, was another significant event where the company shared its future plans and market strategies with investors and stakeholders.

Outlook and CEO Insights

According to Vickram Vathulya, CEO of Sivers Semiconductors, the company is exhibiting remarkable momentum with continued revenue growth and improved profitability. He expressed confidence in the ongoing projects in SATCOM and Fixed Wireless Access while emphasizing the successful partnerships, particularly with WIN Semiconductors, for advancing process and product designs related to photonics laser arrays aimed at AI data centers.

With a solid order book and increasing technical engagements across its segments, Sivers is poised for sustained growth into 2025 and beyond. Vathulya's outlook reflects a deep understanding of both company capabilities and market dynamics, signaling to investors a well-strategized path forward.

In conclusion, Sivers Semiconductors is setting a benchmark in the sectors of photonics and wireless technologies, aligning its operational strategies with market demand and securing influential partnerships that will further enhance its market position. The strong financial results from Q2 fortify their standing as a leading innovator in their industry. As the company progresses, stakeholders can anticipate continued advancements and a focus on expanding their technological capabilities.