#Sweden #Kista #Sivers Semiconductors #Photonics Technology #wireless solutions

Sivers Semiconductors Excels in Q4 2025 Results

On February 26, 2026, Sivers Semiconductors AB, a front-runner in photonics and wireless technologies, revealed notable achievements for the fourth quarter of 2025. As a subsidiary listed on the Stockholm Stock Exchange, registered under the ticker STO:SIVE, Sivers showcased resilience in a fluctuating market, reporting impressive revenue growth and strategic advancements.

Financial Performance Overview

For Q4 2025, Sivers reported net sales of SEK 80.7 million, marking a 5% increase year-over-year compared to SEK 76.7 million in Q4 2024. When adjusted for currency fluctuations, the company experienced an even more remarkable 17% increase in net sales. This performance is complemented by a robust annual revenue growth of 25% year-on-year, totaling SEK 304.1 million for the full year, despite challenges posed by a weaker U.S. dollar.

The adjusted EBITDA for Q4 stood at SEK 10.8 million, reflecting a decrease of 30% from the previous year. Notably, the full-year adjusted EBITDA improved by 31%, indicating a commitment to profitability as the company continues to invest in crucial growth areas. However, operational losses were reported, with EBITDA at SEK -20.1 million and EBIT at SEK -44.8 million, as the company navigated through significant expenditures related to research and development and market expansion.

Down to the earnings per share, Sivers registered a loss of SEK -0.18, compared to a profit of SEK 0.02 in the same quarter the previous year, highlighting the cost pressures faced amidst ongoing investments in innovation and capacity growth.

Strategic and Operational Growth

Sivers’ operational highlights are equally impressive, showcasing strategic contracts and collaboration agreements that reinforce its market position.

• - Technological Advancements: The company has achieved Technology Readiness Level (TRL) 6 status with the U.S. Army, enhancing its credibility in the defense sector.
• - New Contracts: Sivers secured a significant development contract worth USD 800,000 with a leading U.S. defense contractor, demonstrating trust in its technology.
• - Collaboration with Tachyon Networks: A purchase order valued at USD 3 million has been obtained from Tachyon Networks to expedite next-gen fixed wireless access technology with 28GHz antenna modules.
• - Global Expansion: Beyond North America, Sivers has established research and development offices in San Jose and Bangalore, further expanding its global footprint and customer support capabilities.

The company aims to leverage these partnerships to bolster growth, particularly as it predicts cumulative revenues from LIDAR applications ranging between USD 28 million to 53 million over the next five years, reaffirming its confidence in the growing demand for advanced photonics solutions.

Looking Ahead

Reflecting on the results, Vickram Vathulya, CEO of Sivers Semiconductors, stated, "Our robust annual revenue growth and improved profitability illustrate significant progress. As we enhance our focus on vital investment areas, our opportunity pipeline has surged by 64% to USD 453 million in 2025."

This promising outlook is backed by Sivers’ commitment to developing cutting-edge technology tailored for the wireless and photonics sectors, focusing on long-term innovations that align with market demands.

With plans to disclose the annual report for 2025 in late April and an impending annual general meeting scheduled for May 27, 2026, stakeholders are optimistic about the company’s trajectory.

As Sivers navigates through both challenges and opportunities in the semiconductor landscape, its strategic investments, coupled with its commitment to quality and performance, position it well for sustained success in the fast-evolving tech marketplace.