Sivers will publish its Q2 2026 Interim Report tomorrow on August 27. As we head toward Q2, it’s worth looking back at where we left off. In Q1, Sivers reported a 77% YTD increase in its opportunity pipeline to $799 million, while highlighting multiple customer product ramps across Photonics and Wireless expected to drive growth into 2027. Catch up on the Q1 report and investor materials ahead of next week’s update:

Sivers is pleased to report strong Q1 FY26 momentum across #Photonics#, #SATCOM# & #Wireless# markets, with significant pipeline growth and multiple opportunities on track. For full details on today's earnings announcement visit:

Sivers is excited to announce a $1.5M development agreement with #TachyonNetworks# Together, we’re advancing a next-gen 60GHz beamforming transceiver and expanding our 28GHz collaboration into 60GHz for #FWA#! #FWA# #mmWave# #WirelessInnovation#

Derek Sivers gets it: He built CD Baby from nothing, became the largest indie music distributor in the world, sold it for $22 million, and gave every penny to charity. Then he disappeared. No founder story podcast tour. No VC meetings. No personal brand. He moved to New Zealand with a laptop and started writing books that 10,000 people read instead of millions — and he prefers it that way. While every Silicon Valley founder was chasing unicorn status and ringing bells on CNBC, Sivers was asking whether any of it was actually worth wanting. The most successful exit in music tech history ended with a man who decided success was the wrong game entirely.

At Sivers Semiconductors, we develop both #photonics# and #wireless# technologies for connectivity and sensing across #AI# data centers, #5G#, and #SATCOM# applications, with a focus on performance, and efficiency. Explore the Sivers portfolio 👉

$SIVE Neutral View If Sivers delivers production ramps and meaningful AI revenue, the market could value them very differently. If it takes longer, it remains a promising company with execution risk. Let’s allow space for all views. The bulls/bears both have a point.