BE Semi Q3

Even with $BESI (-6,48%) things really took off...

Q3 revenue: 283.4 million – +13.4% QoQ and +113.6% YoY

Order intake: 17% QoQ – +96% YoY

Cash flow: 107.2 million – +20.4% QoQ – +323.7% YoY

Improved gross margins due to product mix and price increases

100 million share buyback program

Outlook

Gross margins between 63–65%

Revenue in Q4 will be flat ±5% (the market likely won’t take kindly to this)

Positive order momentum is expected to continue in the fourth quarter in both the traditional segment and wafer-level assembly, supported by the expansion of AI capacities, data centers, photonics, and market share gains

The introduction of hybrid bonding is progressing, but the market potential remains uncertain. The timing of when the technology will gain widespread adoption in large volumes depends on the end customer

J.Hardy@Lynch_Investor

18H

Just a quick question about the data you're using. I can only find this profit chart in the web version of TradingView now. There's nothing about it in the app anymore.

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Dirty30@Dirty30

@Lynch_Investor In the smartphone app, you can only find the page with the revenue and EPS forecasts; the rest is gone. I've noticed that, too. Strangely enough, in the web version, the other tabs—like Dividends, Statistics, and Overview—are all still there. If that's what you mean.