Strong growth outlook for the coming years...
Napatech's traditional SmartNIC business has been hurt over the past two years by a soft server market, with revenue 27% below '20/'21 levels. We forecast a gradual recovery in this segment in '24e-'25e, with 16-17% annual growth p.a. in combination with: 1) a ramp-up of the F5 contract and 2) first meaningful revenue from the new IPU products. We expect this to drive a revenue CAGR of 40% from '24e to '26e.
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