The focus at the time of the report will also be on comments from management regarding the company’s previous forecasts for 2016 and the company will propose its first dividend to shareholders.
Arctic Securities has recently raised its expectations of Fingerprints fourth quarter and refers to a continued high level of fingerprints penetration and the number of phones sold outside of Apple and Samsung.
Carnegie in turn refers to fingerprints Chinese major customer, Huawei had a strong end to 2015.
analysts believe the average also Fingerprints gross margin can be around the same level as in the third quarter, when it was 45 percent. It is in the upper part of the range of 40-45 percent Fingerprints CEO Jorgen Lantto said that the margin can be on the “over time”.
While Carnegie believe that a product mix with a higher proportion of large sensors leading to a lower gross margin than in the third quarter, tracks Arctic to the rise.
“the company has continued to push for smaller sensors in the market, which is sold at a higher gross margin. in addition, we have not seen the expected competition materialize as quickly as feared so far in 2016, “writes the Arctic for the report.
While a consensus exists between analysts around Fingerprints fourth quarter of 2015 and full year 2015, views differ increasingly in the estimates for 2016 and 2017 .
ABG Sundal Collier believes that competition will increase and that Fingerprint Cards revenue and profit will culminate in 2016, when the research firm tracks revenue of 5.9 billion, a sum which then drops to 4.4 billion in 2017.
Key points in the report:
* revenues – predicted to land at 1.305 billion kronor in the fourth quarter and thus have increased by 1,143 per cent compared with the corresponding quarter last year, according to SME Direkt compilation of three analysts’ forecasts. It can be contrasted Fingerprints own forecast of a sale the fourth quarter of 1200-1300 million.
* Gross margin, which is expected to rise to 44.5 percent (32.1) during the quarter and thus remain stable compared to third-quarter level of 44.7 percent.
* the forecast for 2016. the analysts ‘average estimate for revenue in 2016 is of 6.95 billion, that is, below the midpoint of Fingerprint Cards’ own forecast range of a sale of 6, 5-8.5 billion.
* margin forecast for 2016, which the company said that the operating margin for the full year is expected to be higher than during the second half of 2015. Analysts’ average estimate is on a 2016 operating margin of 34.7 percent, according to SME direct.
* Will there be any dividend already for 2015? Only one of the analysts expect the FPC pays dividends of SEK 4 per share. It provides an average estimate of a dividend of SEK 1:33.
It is widely known that the view of Fingerprint’s shares are divided by the analysts who have an official recommendation. A recommended purchase, the sales while one is intact.
The report will be presented on Thursday 4 February at 7.00. A teleconference will be held at 15.00.
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