Welcome to our dedicated page for Be Semiconduct news (Ticker: BESIY), a resource for investors and traders seeking the latest updates and insights on Be Semiconduct stock.
Be Semiconductor Industries (BESIY) delivers cutting-edge assembly solutions for semiconductor manufacturing, powering advanced electronics production worldwide. This news hub provides investors and industry professionals with essential updates on the company developments shaping high-precision manufacturing.
Access official press releases, earnings announcements, and strategic partnership updates in one centralized location. Our curated collection features verified information about BESIY's technological advancements, market expansions, and operational milestones within the semiconductor packaging sector.
Key content categories include quarterly financial results, new equipment launches, manufacturing innovations, and executive leadership updates. All materials maintain strict editorial standards to ensure relevance for both technical experts and general investors seeking to understand BESIY's market position.
Bookmark this page for streamlined access to critical updates about wafer-level assembly developments and substrate packaging innovations. Return regularly to stay informed about how BESIY continues to address evolving challenges in electronics manufacturing through precision engineering solutions.
BE Semiconductor Industries (BESIY) reported Q1-25 results with revenue of €144.1 million, down 6.1% vs Q4-24 and 1.5% vs Q1-24, primarily due to lower mobile and automotive shipments. Orders increased 8.2% to €131.9 million vs Q4-24, driven by AI-related data center applications.
Net income was €31.5 million, decreasing 46.9% vs Q4-24 and 7.4% vs Q1-24. Gross margin declined to 63.6%, down 0.4 points vs Q4-24. The company received significant hybrid bonding orders from memory producers and Asian foundries for AI applications. Applied Materials announced a 9% ownership position in BESI.
For Q2-25, revenue is expected to be flat (±10%) with gross margins between 62-64%. The company repurchased 187,000 shares at €117.95 per share, totaling €22.1 million under its €100 million share repurchase plan.
BE Semiconductor Industries (BESIY) reported Q4-24 revenue of € 153.4M, down 2.0% vs. Q3-24 and 3.9% vs. Q4-23, with net income of € 59.3M, up 26.7% vs. Q3-24. Full-year 2024 revenue reached € 607.5M, increasing 4.9% vs. 2023, while net income grew 2.8% to € 182.0M.
The company saw contrasting trends between AI and mainstream markets, with AI-related orders representing approximately 50% of total orders in 2024. Hybrid bonding revenue tripled vs. 2023, with customer adoption increasing from 9 to 15. The company maintained strong profitability with gross, operating, and net margins of 65.2%, 32.2%, and 30.0% respectively.
For Q1-25, Besi expects revenue to decrease 0-10% vs. Q4-24, with gross margins ranging between 63-65%. The company proposed a dividend of € 2.18 per share, representing a 95% pay-out ratio.
BE Semiconductor Industries (BESI) reported strong Q3-24 results with revenue of € 156.6 million (+27.0% YoY) and net income of € 46.8 million (+33.7% YoY). Orders reached € 151.8 million (+19.2% YoY) driven by increased hybrid bonding demand. The company's growth was primarily fueled by computing end-user markets for AI applications, though partially offset by weakness in automotive and Chinese markets. Gross margin stood at 64.7%, while net margin improved to 29.9%. Net cash position strengthened to € 110.7 million (+48.8% QoQ). For Q4-24, revenue is expected to remain flat (±10%) due to some hybrid bonding system shipment delays.
BE Semiconductor Industries N.V. (Besi) announced Q2-24 results. Revenue was €151.2 million, up 3.3% from Q1-24 but down 7.0% year-over-year due to weakness in smartphone markets. Net income increased 23.2% from Q1-24 to €41.9 million but decreased 20.3% year-over-year. Orders rose significantly to €185.2 million, a 64.5% increase year-over-year due to growth in hybrid bonding and AI-related applications. Gross margin decreased to 65.0% mainly due to product mix. For H1-24, revenue was €297.5 million, up 0.5% year-over-year. However, net income declined by 12.9% to €75.9 million due to higher R&D expenses and share-based compensation. Besi's net cash stood at €74.4 million, reflecting dividends and convertible note conversions. The outlook for Q3-24 is flat revenue with gross margins between 64-66%. The company also completed a €350 million Senior Note offering to fund future growth.
BE Semiconductor Industries N.V. (Besi) reported Q1-23 revenue of €133.4 million, down 3.1% from Q4-22 and down 34.1% year-over-year, reflecting industry weakness, particularly in computing markets. Orders fell 21.3% from Q4-22 to €142.0 million, with a 30.7% decline versus Q1-22. Gross margin improved to 64.2%, up 1.9 points from Q4-22, due to favorable product mix and cost initiatives. Net income was €34.5 million, a 14.2% decrease sequentially, primarily due to increased share-based compensation. Despite challenges, the outlook for Q2-23 anticipates a revenue growth of 15-25% compared to Q1-23. Besi maintains a strong cash position with €644.9 million in cash and deposits, reflecting a decrease of 7.4% year-over-year due to significant capital allocations to shareholders.
BE Semiconductor Industries N.V. (Besi) reported Q4-22 revenue of €137.7 million, down 18.4% from Q3-22 and 19.8% year-over-year, attributed to reduced shipments for high-performance computing and mobile markets. Orders surged 44.1% sequentially to €180.5 million, boosted by high-end smartphone applications. Full-year 2022 revenue was €722.9 million, a 3.5% decrease compared to 2021, while net income fell 14.8% to €240.6 million. A proposed dividend of €2.85 per share reflects a 93% payout ratio. The company expects Q1-23 revenue to decline 0-10% amid ongoing market challenges.
