NASDAQ$SKYT

SkyWater Technology Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

SkyWater reported eighth straight quarter of record revenue and 34% growth year-over-year.

SkyWater Technology reported a record revenue of $93.3 million, a 34% increase year-over-year. The company achieved positive non-GAAP EPS, driven by its Advanced Technology Services business and customer-funded CapEx.

  • Revenue increased 34% year-over-year to a record $93.3 million.
  • Advanced Technology Service (ATS) development revenue exceeded expectations, reaching a new record in Q2.
  • The company transitioned Quantum-Si's baseline technology to Wafer Services, marking a key milestone in their commercialization efforts.
  • Installation of Multibeam’s high-productivity, direct-write patterning system supports strong customer demand for the Technology as a Service (“TaaS”) business model.

Headline financials

Total Revenue

$93.3M

Previous: $69.8M+33.7%
EPS (adj)

$0.02

Previous: -$0.14+114.3%
Capital Expenditures

-$2.09M

Previous: -$2.61M+20.0%
Free Cash Flow

-$3.98M

Previous: -$11.2M+64.4%
Net Income

-$1.9M

Previous: -$8.59M+77.9%
Operating Income

$1.4M

Previous: -$3.55M+139.4%
Gross Profit

$17.1M

Previous: $16.7M+2.7%
Cash & Equivalents

$18.4M

Previous: $16.2M+13.5%
Total Assets

$290M

Previous: $299M-2.8%
R&D Expense

$3.38M

No prior period
Stock-Based Comp

$2.02M

Previous: $1.97M+2.5%

Revenue & EPS history

SkyWater · Revenue · Quarterly

$93.3M

Q2 2024+33.7%vs Q2 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

SkyWater · $69.8M total across 2 segments · Q2 2023

  • Legacy ATS Development
    $53M+77.7%
  • Legacy Wafer Services
    $16.8M-4.5%

Forward guidance

SkyWater's revenue outlook for the underlying business remains relatively consistent as they have progressed through 2024, and their customers’ commitments to fund the technical capabilities and capacity that will support future growth have continued to expand further.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+4.7%

Avg return

Earnings day

+9.0%

Avg return

5 days after

+8.4%

Avg return

30 days after

65%

13 / 20 earnings

Positive

+41.4%

Q2 2024

Best reaction

-39.1%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%+5.6%
Q4 2025+7.1%+3.6%-6.2%
Q3 2025+26.9%+50.2%+22.2%
Q1 2025+4.5%+15.6%+24.6%
Q4 2024-10.4%-15.3%-30.7%
Q3 2024-9.1%-16.1%-5.8%
Q2 2024+41.4%+41.2%+35.3%
Q1 2024-36.5%-26.0%-27.3%
Q4 2023+13.8%+21.3%+9.9%
Q3 2023+2.0%+4.3%+50.0%
Q2 2023-19.2%-30.9%-32.4%
Q1 2023-5.3%-0.7%+6.0%
Q4 2022+21.6%+30.4%+2.3%
Q3 2022+34.6%+37.3%+9.2%
Q2 2022+27.5%+17.4%-33.2%
Q1 2022+14.4%-2.7%+14.0%
Q4 2021-4.8%+10.4%+15.0%
Q3 2021-39.1%-29.8%-46.7%
Q2 2021+15.1%+26.8%+79.1%
Q1 2021+8.2%+37.4%+74.8%
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019

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