Camtek Ltd (NASDAQ:CAMT) Q1 2023 Earnings Conference Call May 10, 2023 9:00 AM ET Rafi Amit - CEO & Director Ramy Langer - COO Conference Call Participants Charles Shi - Needham & Company Craig Ellis - B. Riley Securities Alona Lahav - Aura Investments Auguste Richard - Northland Capital Markets Ladies and gentlemen, thank you for standing by. I would like to welcome all of you to Camtek's results Zoom Webinar. My name is Kenny Green, and I'm part of the Investor Relations team at Camtek. [Operator Instruct ...

Our continued growth and success significantly depend on the managerial and technical skills of the members of our senior management and key employees. If our operations rapidly expand, we believe that we will need to promote and hire qualified engineering, administrative, operational, financial and marketing personnel. In particular, we may find it difficult to hire key personnel with the requisite knowledge of our business, products and technologies. The process of locating, training and successfully inte ...

财务数据和关键指标变化 - 2022年全年营收创纪录达3.21亿美元,同比增长19% [7] - 2022年第四季度营收创纪录达8.22亿美元,同比增长11% [7] - 2022年第四季度毛利率为49%,与上一季度持平,但低于上年同期的50.9% [12] - 2022年第四季度营业利润为2.28亿美元,营业利润率为27.8%,与上一季度持平,但高于上年同期的20.9% [14] - 2022年第四季度净利润为2400万美元,每股摊薄收益为0.50美元,高于上年同期的1970万美元和0.40美元 [14] 各条业务线数据和关键指标变化 - 2022年第四季度,先进封装应用占公司总收入超过60% [7][22] - 化合物半导体和前端应用合计占比约20% [22] - CMOS图像传感器应用占比约6%,低于往年的10% [23][24] 各个市场数据和关键指标变化 - 2022年第四季度,亚洲市场占比80%,美国和欧洲市场占比20% [12] - 公司在中国市场的业务保持稳定,订单和管线状况良好 [47][48] 公司战略和发展方向及行业竞争 - 公司在先进封装、化合物半导体等领域保持领先地位,预计2023年将继续表现优于整体半导体设备市场 [9][54] - 公司正在开发新产品和技术,计划在2023年推出,以进一步提升市场地位和拓展新市场 [40] - 公司正在调整成本结构,优化库存和应收账款管理,提高运营效率 [10][15][16][17] - 公司拥有近5亿美元的现金储备,为未来的有机和非有机增长提供了良好支持 [18] 管理层对经营环境和未来前景的评论 - 2023年全球经济增长预计放缓,将影响整体半导体设备市场,特别是存储器细分市场 [9] - 美国对中国半导体行业的新限制措施,短期内影响尚不明确 [9] - 客户在接到终端客户订单前,更加谨慎地增加产能 [9][26][27] - 但公司也收到一些客户对下半年改善的积极信号 [9] 问答环节重要的提问和回答 问题1 **Tom O'Malley 提问** 询问公司各细分市场在2022年第四季度的收入占比情况 [21] **Ramy Langer 回答** 先进封装占比约67%,化合物半导体和前端合计占比超过20%,CMOS图像传感器占比约6% [22][23][24] 问题2 **Charles Shi 提问** 询问2023年毛利率的影响因素,包括产品结构和成本压力 [29][30][31] **Moshe Eisenberg 回答** 成本压力是主要因素,公司正采取措施通过工程优化和供应链管理来逐步提升毛利率,预计下半年会有改善 [30][31] 问题3 **Brian Chin 提问** 询问公司对2023年中国市场的看法 [46][47][48] **Moshe Eisenberg 和 Rafi Amit 回答** 中国市场目前保持稳定,订单和管线状况良好,但仍需密切关注美国限制措施的影响 [47][48]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the Month of February 2023 CAMTEK LTD. (Translation of Registrant's Name into English) Ramat Gavriel Industrial Zone P.O. Box 544 Migdal Haemek 23150 ISRAEL (Address of Principal Corporate Offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. F ...

Camtek LTD. (NASDAQ:CAMT) Q3 2022 Earnings Conference Call November 17, 2022 9:00 AM ET Company Participants Ehud Helft – EK Global Investor Relations Rafi Amit – Chief Executive Officer Ramy Langer – Chief Operating Officer Moshe Eisenberg – Chief Financial Officer Conference Call Participants Brian Chin – Stifel Tom O'Malley – Barclays Charles Shi – Needham and Company Craig Ellis – B. Riley Securities Gus Richard – Northland Operator Ladies and gentlemen, thank you for standing by. Welcome to CamtekÂ's T ...

Camtek Investor Presentation • Rafi Amit, CEO • Moshe Eisenberg, CFO • Ramy Langer, COO November 2022 Disclaimer 2 Confidentiality This presentation is confidential and may not be reproduced or distributed to others at any time without our prior written consent. Safe Harbor This presentation contains statements that may constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of ...

Exhibit 99.1 Camtek Ltd. and its Subsidiaries Interim Condensed Consolidated Financial Statements As of June 30, 2022 (Unaudited) Camtek Ltd. and its Subsidiaries Contents Page Interim Unaudited Condensed Consolidated Financial Statements as at June 30, 2022 F-3 | --- | --- | |------------------------------------------|------------------------------------| | Interim Unaudited Condensed Consolidated | Balance Sheets | | Interim Unaudited Condensed Consolidated | Statements of Operations | | Interim Unaudited ...

Camtek Ltd (NASDAQ:CAMT) Q2 2022 Earnings Conference Call July 27, 2022 9:00 AM ET Company Participants Kenny Green - IR Rafi Amit - Chairman & CEO Moshe Eisenberg - CFO Ramy Langer - COO Conference Call Participants Charles Shi - Needham & Company Thomas O'Malley - Barclays Bank Craig Ellis - B. Riley Securities Denis Pyatchanin - Stifel, Nicolaus & Company Kenny Green Ladies and gentlemen, thank you for standing by. I would like to welcome all of you to Camtek's results' Zoom webinar. My name is Kenny Gre ...

Camtek Ltd. (NASDAQ:CAMT) Q1 2022 Earnings Conference Call May 12, 2022 9:00 AM ET Company Participants Rafi Amit – Chief Executive Officer Ramy Langer – Chief Operating Officer Moshe Eisenberg – Chief Financial Officer Kenny Green – Investor Relations Conference Call Participants Brian Chin – Stifel, Nicolaus & Company Thomas O'Malley – Barclays Corporations & Investment Bank Charles Shi – Needham & Company Jamie Zakalik – Bank of America Securities Kenny Green Ladies and gentlemen, thank you for standing ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Ordinary Shares, nominal value NIS 0.01 per share CAMT Nasdaq Global Market FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO ...