2025 Q4 -tulosraportti
14 päivää sitten
‧34 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 6 | - | - | ||
| 29 | - | - | ||
| 227 | - | - | ||
| 69 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·21 t sittenA lot of talk about D-matrix and design win. Does anyone have an overview if D-matrix has given out many design wins to competitors of Napatech? What is their alternative? If they have plenty of awards to others, then that is negative.
·1 päivä sittenInteresting podcast about d-Matrix and how they build ultra-low latency AI inference: https://techtalksnetwork.com/podcast/tech-talks-daily/episode/d-matrix-ultra-low-latency-batched-inference-for-gen-ai In short: The AI market is now moving from training → inference. Once models are trained, they will be run millions of times in production (chatbots, copilots etc.). Then latency and networking between servers become extremely important. d-Matrix is therefore building a scale-out inference architecture, where many nodes collaborate to deliver low latency and high throughput. What's interesting for us is that Napatech is already chosen into this platform with its programmable NIC / SmartNIC which handles the data plane between the servers. If this type of AI architecture actually gains a foothold in data centers, network acceleration can become a key component in AI infrastructure – not just GPUs. The question I'm left with is really: How many Napatech cards can there potentially be per AI cluster if such solutions are scaled? Could be an area worth following going forward.
·2 päivää sittenContacted Napatech IR to get a bit more substance regarding the 27 design wins they refer to in the 2025 reporting. Basically asked how they define a design win, how many are in production versus still in the evaluation and integration phase, and if they could say more about size, timing, and which segments these belong to. The response from CFO Klaus Skovrup was honest, but currently quite unresolved. He wrote that he himself had many of the same questions when he started on February 2nd and that he is still working to get a full overview. The most interesting thing was this: He wrote that for a company of Napatech's size, 5 to 8 design wins would have been a good level. Therefore, they are proud to have 27. At the same time, he emphasized that the design wins vary a lot in size and how quickly they can come to market. Before they go into production, they must go through integration and validation with the customer, and this is something Napatech only partially controls itself. My interpretation is therefore: 27 design wins seem to be a clearly strong number for a company of Napatech's size, but there is still great uncertainty about how many will actually become large, and when they might provide significant revenue contributions. He also wrote that the plan is to create a slide for investors when he has gained a better overview. That could be useful, because as of now, the number 27 says a lot about pipeline and commercial interest, but less about timing and actual value. PS: Have spent a lot of time with AI to get a better overview of all 27 design wins, and I can only connect names to 8 of the 27. D-Matrix seems to be the one closest to actual results that will affect the bottom line.
·2 päivää sittenIs DNB SMB on the top 20 list here now?·2 päivää sitten
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
14 päivää sitten
‧34 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·21 t sittenA lot of talk about D-matrix and design win. Does anyone have an overview if D-matrix has given out many design wins to competitors of Napatech? What is their alternative? If they have plenty of awards to others, then that is negative.
- ·1 päivä sittenInteresting podcast about d-Matrix and how they build ultra-low latency AI inference: https://techtalksnetwork.com/podcast/tech-talks-daily/episode/d-matrix-ultra-low-latency-batched-inference-for-gen-ai In short: The AI market is now moving from training → inference. Once models are trained, they will be run millions of times in production (chatbots, copilots etc.). Then latency and networking between servers become extremely important. d-Matrix is therefore building a scale-out inference architecture, where many nodes collaborate to deliver low latency and high throughput. What's interesting for us is that Napatech is already chosen into this platform with its programmable NIC / SmartNIC which handles the data plane between the servers. If this type of AI architecture actually gains a foothold in data centers, network acceleration can become a key component in AI infrastructure – not just GPUs. The question I'm left with is really: How many Napatech cards can there potentially be per AI cluster if such solutions are scaled? Could be an area worth following going forward.
- ·2 päivää sittenContacted Napatech IR to get a bit more substance regarding the 27 design wins they refer to in the 2025 reporting. Basically asked how they define a design win, how many are in production versus still in the evaluation and integration phase, and if they could say more about size, timing, and which segments these belong to. The response from CFO Klaus Skovrup was honest, but currently quite unresolved. He wrote that he himself had many of the same questions when he started on February 2nd and that he is still working to get a full overview. The most interesting thing was this: He wrote that for a company of Napatech's size, 5 to 8 design wins would have been a good level. Therefore, they are proud to have 27. At the same time, he emphasized that the design wins vary a lot in size and how quickly they can come to market. Before they go into production, they must go through integration and validation with the customer, and this is something Napatech only partially controls itself. My interpretation is therefore: 27 design wins seem to be a clearly strong number for a company of Napatech's size, but there is still great uncertainty about how many will actually become large, and when they might provide significant revenue contributions. He also wrote that the plan is to create a slide for investors when he has gained a better overview. That could be useful, because as of now, the number 27 says a lot about pipeline and commercial interest, but less about timing and actual value. PS: Have spent a lot of time with AI to get a better overview of all 27 design wins, and I can only connect names to 8 of the 27. D-Matrix seems to be the one closest to actual results that will affect the bottom line.
- ·2 päivää sittenIs DNB SMB on the top 20 list here now?·2 päivää sitten
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 6 | - | - | ||
| 29 | - | - | ||
| 227 | - | - | ||
| 69 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
2025 Q4 -tulosraportti
14 päivää sitten
‧34 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·21 t sittenA lot of talk about D-matrix and design win. Does anyone have an overview if D-matrix has given out many design wins to competitors of Napatech? What is their alternative? If they have plenty of awards to others, then that is negative.
- ·1 päivä sittenInteresting podcast about d-Matrix and how they build ultra-low latency AI inference: https://techtalksnetwork.com/podcast/tech-talks-daily/episode/d-matrix-ultra-low-latency-batched-inference-for-gen-ai In short: The AI market is now moving from training → inference. Once models are trained, they will be run millions of times in production (chatbots, copilots etc.). Then latency and networking between servers become extremely important. d-Matrix is therefore building a scale-out inference architecture, where many nodes collaborate to deliver low latency and high throughput. What's interesting for us is that Napatech is already chosen into this platform with its programmable NIC / SmartNIC which handles the data plane between the servers. If this type of AI architecture actually gains a foothold in data centers, network acceleration can become a key component in AI infrastructure – not just GPUs. The question I'm left with is really: How many Napatech cards can there potentially be per AI cluster if such solutions are scaled? Could be an area worth following going forward.
- ·2 päivää sittenContacted Napatech IR to get a bit more substance regarding the 27 design wins they refer to in the 2025 reporting. Basically asked how they define a design win, how many are in production versus still in the evaluation and integration phase, and if they could say more about size, timing, and which segments these belong to. The response from CFO Klaus Skovrup was honest, but currently quite unresolved. He wrote that he himself had many of the same questions when he started on February 2nd and that he is still working to get a full overview. The most interesting thing was this: He wrote that for a company of Napatech's size, 5 to 8 design wins would have been a good level. Therefore, they are proud to have 27. At the same time, he emphasized that the design wins vary a lot in size and how quickly they can come to market. Before they go into production, they must go through integration and validation with the customer, and this is something Napatech only partially controls itself. My interpretation is therefore: 27 design wins seem to be a clearly strong number for a company of Napatech's size, but there is still great uncertainty about how many will actually become large, and when they might provide significant revenue contributions. He also wrote that the plan is to create a slide for investors when he has gained a better overview. That could be useful, because as of now, the number 27 says a lot about pipeline and commercial interest, but less about timing and actual value. PS: Have spent a lot of time with AI to get a better overview of all 27 design wins, and I can only connect names to 8 of the 27. D-Matrix seems to be the one closest to actual results that will affect the bottom line.
- ·2 päivää sittenIs DNB SMB on the top 20 list here now?·2 päivää sitten
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 6 | - | - | ||
| 29 | - | - | ||
| 227 | - | - | ||
| 69 | - | - |
Välittäjätilasto
Dataa ei löytynyt