Pixelworks(PXLW)

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Pixelworks (PXLW) Investor Presentation - Slideshow
2019-11-13 20:33
Corporate Overview November 2019 Cautionary Statements & Other Disclosures This presentation includes forward-looking statements regarding Pixelworks' business outlook. These forward-looking statements involve risks & uncertainties & actual results may vary significantly from those suggested here. Additional information concerning risk factors that could cause actual results to vary from these forward looking statements can be found in our Form 10-K for the fiscal year ended December 31, 2018 and subsequent ...
Pixelworks(PXLW) - 2019 Q3 - Earnings Call Transcript
2019-11-01 01:16
Pixelworks, Inc. (NASDAQ:PXLW) Q3 2019 Earnings Conference Call October 31, 2019 5:00 PM ET Company Participants Elias Nader - CFO & VP Todd DeBonis - President, CEO & Director Conference Call Participants Sujeeva Desilva - Roth Capital Partners Charles Anderson - Dougherty & Company Richard Shannon - Craig-Hallum Operator Good day, ladies and gentlemen, and welcome to Pixelworks' Inc. Third Quarter 2019 Earnings Conference Call. I will be your operator for today's call. [Operator Instructions]. This confer ...
Pixelworks(PXLW) - 2019 Q2 - Earnings Call Transcript
2019-08-02 02:20
Financial Data and Key Metrics Changes - Revenue for Q2 2019 was $18 million, reflecting a year-over-year decline from $19.3 million in Q2 2018 but an increase from $16.6 million in Q1 2019 [10][36] - Non-GAAP gross profit margin improved to 54.1%, up from 52.7% in Q2 2018 and 53.3% in Q1 2019 [10][38] - Non-GAAP net loss was $97,000, breakeven on a per share basis, compared to a loss of $1.5 million in Q1 2019 and a net income of $31,000 in Q2 2018 [40] Business Line Data and Key Metrics Changes - Mobile revenue grew over 100% year-over-year in the first half of 2019, with Q2 revenue at approximately $820,000 [13][37] - Video Delivery revenue was approximately $3.6 million, growing more than 70% year-over-year, although it moderated slightly from Q1 [26][36] - Digital Projector revenue was approximately $13.6 million, showing a sequential growth of over 20% but down year-over-year due to a seasonal decline [29][36] Market Data and Key Metrics Changes - The mobile business has seen consistent growth, with six consecutive quarters of year-over-year revenue increases [13] - The Video Delivery business in Japan is experiencing a shift from set-top box demand to advanced personal video recorders, impacting revenue dynamics [27][28] - The Digital Projector market is facing a slowdown in demand, particularly in China, due to macroeconomic factors [30][58] Company Strategy and Development Direction - The company is focused on advancing growth initiatives in mobile while maintaining its position in projector and Video Delivery markets [11] - The expanded portfolio of visual processing solutions aims to meet specific customer needs and expand the total addressable market [12] - Strategic platform engagements are prioritized to leverage co-marketing resources and enhance market presence [33][34] Management's Comments on Operating Environment and Future Outlook - Management anticipates growth recovery in the Video Delivery business, particularly in the fourth quarter, driven by demand for 4K personal video recorders [46] - The company is optimistic about the mobile pipeline, indicating it is the best it has ever been, with increased hiring to support growth [60] - Management acknowledges challenges in the Digital Projector market due to reduced demand and economic conditions in China [30][58] Other Important Information - The TrueCut solution is gaining traction, with over 2,500 hours of video content available and more than 70 smartphone models supporting it [20][21] - The company received the Hollywood Professional Association's Engineering Excellence Award for its TrueCut Motion Grading tools, highlighting its technical capabilities [25] Q&A Session Summary Question: Insights on Video Delivery business growth recovery - Management expects growth to continue in Q4, driven by the 4K PVR market and OTA market improvements [46] Question: Customer preferences between Iris and Soft Iris - Customers are designing both solutions into single phones, with Soft Iris offering easier integration while Iris requires a full system engineering effort [47][50] Question: Progress with YouKu and TrueCut product - Management has seen significant early progress but refrained from providing specific timelines for financial impacts [51][52] Question: Sell-through basis for projectors - Demand has subsided considerably, influenced by infrastructure developments and currency fluctuations affecting Japanese exports to China [58] Question: Mobile pipeline quality compared to three months ago - The quality of the mobile pipeline is at an all-time high, with hiring ramping up to meet demand [60] Question: Competitive environment changes - The company maintains a competitive edge by offering more than just tone mapping, focusing on comprehensive visual processing solutions [61]
Pixelworks (PXLW) Presents At Cowen Technology, Media, And Telecom Conference - Slideshow
2019-05-30 19:30
Company Overview - Pixelworks is a leading provider of video and display solutions[6] - The company has over 20 years of experience in display and video processing innovation, with a portfolio of 390+ issued/pending patents[6] - Pixelworks targets markets including Mobile (Smartphone, Gaming & Tablet), Home Entertainment (TV, PVR, OTA, Projector), Business & Education (Projector), and Content Creation, Remastering & Delivery[6] Market Trends and Solutions - Video accounts for 82% of Internet traffic[11] - Pixelworks addresses the quality gap between content formats and device capabilities with advanced video processing solutions[24] - Iris visual processors bring big screen technology to mobile devices, offering features like MotionEngine, Always HDR, and Color Calibration[26,31] - TrueCut video platform enables a new level of motion picture and HDR imaging[37] - YOUKU is utilizing the TrueCut platform to remaster existing titles and create new titles for its growing subscriber base of over 500 million users[39] - OTA (Over-the-Air) solutions enable efficient high-quality streaming of TV over wireless networks[43] Financial Performance - Q1 2019 revenue was $16648 million, compared to $15292 million in Q1 2018[61] - Mobile & TrueCut License Revenue has a 61% CAGR[58] - The company projects a billion-dollar market opportunity across Projector, Japan PVR, OTA, and Mobile+TrueCut markets[48,49]
Pixelworks(PXLW) - 2019 Q1 - Earnings Call Transcript
2019-05-03 15:16
Pixelworks Inc. (NASDAQ:PXLW) Q1 2019 Earnings Conference Call May 2, 2019 5:00 PM ET Company Participants Steven Moore - Vice President and Chief Financial Officer Todd DeBonis - President and Chief Executive Officer Conference Call Participants Suji Desilva - ROTH Capital Charlie Anderson - Dougherty & Company Gus Richard - Northland Joe Flynn - Craig-Hallum Operator Good day, ladies and gentlemen and welcome to Pixelworks, Inc. First Quarter 2019 Earnings Conference Call. I will be your operator for toda ...
Pixelworks (PXLW) Investor Presentation - Slideshow
2019-03-18 20:33
Press amaz TV Shows: All Videos Prime - Recently Added TV 08|20 Buy - Most Popular orporate Tar 6 March 2019 Cautionary Statements & Other Disclosures 2 This presentation includes forward-looking statements regarding Pixelworks' business outlook. These forward-looking statements involve risks & uncertainties & actual results may vary significantly from those suggested here. Additional information concerning risk factors that could cause actual results to vary from these forward looking statements can be fou ...
Pixelworks(PXLW) - 2018 Q4 - Earnings Call Transcript
2019-02-08 02:48
Pixelworks, Inc. (NASDAQ:PXLW) Q4 2018 Earnings Conference Call February 7, 2019 5:00 PM ET Company Participants Steve Moore - VP and CFO Todd DeBonis - President and CEO Conference Call Participants Charlie Anderson - Dougherty & Company Richard Shannon - Craig-Hallum Suji DeSilva - ROTH Capital Partners Jaeson Schmidt - Lake Street Capital Markets Operator Good day, ladies and gentlemen, and welcome to Pixelworks Incorporated Fourth Quarter 2018 Earnings Conference Call. I will be your operator for today' ...