Redeye notes that Sivers’ Q1 2025 report was strong, with another quarter of record net sales reaching SEK78.5m, driven by new NRE agreements and income from the US Chips Act awards. Management’s statement in the previous quarter of net sales reaching a new baseline going into 2025 was indeed true, leading to a beat of our net sales estimates by 15%. We reiterate our positive view of Sivers and our Base Case of SEK6.2.
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