BeammWave: Product shift continues - Redeye

Redeye noted that BeammWave's Q1 2025 report significantly exceeded expectations, primarily due to recognised other income and good cost control. Redeye reduces its OPEX assumption, producing a new fair value range. BeammWave expressed optimism with a clear transition to product focus and a sense of urgency among customers. Primarily, interactions have shifted to when BeammWave can deliver rather than if. Moreover, BeammWave is creating production masks that allow tens of thousands of chips per wafer, compared to a few hundred previously; this is solely to facilitate customer prototyping. The next catalyst is existing customers taking the next step to product delivery.

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