Enovix Corporation WKN: A3CVS3 ISIN: US2935941078 Forum: Aktien Thema: Hauptdiskussion
Gestern wurde ein Artikel veröffentlicht. Klingt sehr interessant: Rodgers argues, however, that the order is a sign that Enovix is finally turning around. "Enovix has been a promise ready to happen now for about a decade," he told me. "And we finally got our shit together, and we can make the batteries we talk about." Rodgers said that in addition to receiving the drone order, Enovix had shipped 50,000 cells to a smartphone maker that was prototyping a new model. He estimated that 2027 revenue will be around $100 million, or more than double this year's number. Most of that, he said, will be from smartphone customers. But he said combat drones were an especially good find for Enovix because defense industry customers were prepared to pay a premium. "Military business is perfect for a young company that's immature in manufacturing and therefore has high costs, and hasn't ramped the volume and amortized overhead-all the standard stuff," he said. "Once you get into a drone and you're military certified." he added.
Gestern wurde ein Artikel veröffentlicht. Klingt sehr interessant: Rodgers argues, however, that the order is a sign that Enovix is finally turning around. "Enovix has been a promise ready to happen now for about a decade," he told me. "And we finally got our shit together, and we can make the batteries we talk about." Rodgers said that in addition to receiving the drone order, Enovix had shipped 50,000 cells to a smartphone maker that was prototyping a new model. He estimated that 2027 revenue will be around $100 million, or more than double this year's number. Most of that, he said, will be from smartphone customers. But he said combat drones were an especially good find for Enovix because defense industry customers were prepared to pay a premium. "Military business is perfect for a young company that's immature in manufacturing and therefore has high costs, and hasn't ramped the volume and amortized overhead-all the standard stuff," he said. "Once you get into a drone and you're military certified." he added.
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| 4 | Renk Group.......der Weg zum Erfolg | ±0,00 % | |
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| 10 | NEL ASA Hauptdiskussion | ±0,00 % | Alle Diskussionen |