Sivers Q2 2026 report — article

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Sivers Q2 2026 report — article

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Primary receipt for the August 27 print: Q2 net sales fell 12% year over year to SEK 53.8m, adjusted EBITDA widened to negative SEK 35.5m, reported EBITDA to negative SEK 98.3m, and operating cash flow to negative SEK 70.0m. Product revenue and the $1.2b pipeline grew, but management places the visible revenue acceleration in Q4 2026 and 2027.

Takeaway

Primary receipt for the August 27 print: Q2 net sales fell 12% year over year to SEK 53.8m, adjusted EBITDA widened to negative SEK 35.5m, reported EBITDA to negative SEK 98.3m, and operating cash flow to negative SEK 70.0m. Product revenue and the $1.2b pipeline grew, but management places the visible revenue acceleration in Q4 2026 and 2027.

4 events
DateTypeEvent
Aug 8 tweetSerenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO Jul 28 tweetcrux_capital_ — the photonics buildout isn't over, even at the height of fear Sep 2 tweetSerenity - Broadcom's CEO: laser demand "far surpassing supply" Aug 28 ScanOptical Supply Chain Scan

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