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Technology Stocks : Wolf speed
WOLF 26.32+0.6%Oct 31 9:30 AM EDT
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From: EvanG10/31/2022 6:50:08 PM
1 Recommendation

Recommended By
OldAIMGuy

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Thoughts on Investor Day

sec.gov
  • Slide 59 - Next Fab is 30% bigger than MVF. This is much smaller than I thought it would be. Just looking at this slide I would think revenue would mainly come from materials. Maybe materials fab is sized for Next Next Fab.
  • Slide 58 - 2024 is >$2B CAPEX which don't think market was expecting.
  • Slide 64 - Surprise gross margin hit at Durham almost wipes out Durham optimization improvement. Not clear if RF margins recover, which wasn't quite how it was worded at earnings.
  • Slide 65 - They should just give a table. Of course we are going to back out numbers. RF flat between FY23 and FY24. Power grows 75% in FY23. With 1st half practically known already have to think about that some.
  • Slide ? - What happened to modules? No revenue by FY27?
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