voda schreef op 22 februari 2023 07:08:
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For Q1-23, we forecast that revenue will decrease by 0-10% versus Q4-22 as many orders received in Q4-
22 are scheduled for delivery in Q2-23 and Q3-23. In addition, we estimate that Besi’s gross margin will
range between 61%-63% and for baseline operating expenses to decrease by 0-5% versus Q4-22. Total
operating expenses are expected to increase by 15%-20% due to an incremental € 7 million of non-cash,
share based compensation expense.”
Outlook
Based on its December 31, 2022 backlog and feedback from customers, Besi forecasts for Q1-23 that:
? Revenue will decrease by 0-10% versus the € 137.7 million reported in Q4-22.
? Gross margin will range between 61%-63% versus the 62.3% realized in Q4-22.
? Baseline operating expenses are expected to decrease by 0%-5% from € 34.3 million in Q4-22
? Total operating expenses are expected to increase by approximately 15%-20% versus Q4-22 primarily
due to approximately € 7 million of incremental non-cash, share based compensation expense.
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