Redeye noted that BeammWave's Q1 2025 report significantly exceeded expectations, primarily due to recognised other income. BeammWave expressed strong optimism, highlighting that customers' main interest lies in the timeline for full-scale production. This suggests a shift in the industry view regarding the commercial viability of digital beamformers. While the company had hoped to finalise more deals during the quarter, it acknowledged that customers' internal timelines are difficult to foresee and that discussions are progressing out of public view. Despite a strong share performance ahead of the results, creating a "sell the news" risk, Redeye believes the share will remain firm due to the prevalent optimism and progress towards industrialisation, evidenced by the recent updated ADP1 release.
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