财务数据和关键指标变化 - 公司在第一季度生产了12,500个电池,超过了之前预测的9,000个 [11] - 公司预计全年将生产180,000个电池,包括第二季度的18,000个 [34] - 公司计划全年现金支出为2.4亿美元,一半用于资本支出,一半用于运营 [34] 各条业务线数据和关键指标变化 - 公司已完成Gen2自动生产线的设计审批,并提前完成了订单 [12] - 公司选择了马来西亚作为Fab-2的生产基地,并已经组建了领导团队和招聘了25名工程师 [13] 各个市场数据和关键指标变化 - 公司目前正在为物联网和可穿戴设备市场提供样品,预计在2024年底至2025年实现面向手机和笔记本电脑的大规模生产 [69][70][71] 公司战略和发展方向和行业竞争 - 公司相信其制造工艺与半导体后端制造类似,具有可扩展性和成本优势 [18][19][20][21][22][23][24][25][26][27][28] - 公司正在与马来西亚制造合作伙伴YBS合作,寻求至少7000万美元的非稀释性融资来建设第一条生产线 [30][31][32] - 公司还完成了1.725亿美元的可转换票据发行,为Gen2、3和4自动生产线提供资金支持 [33] 管理层对经营环境和未来前景的评论 - 管理层对公司执行情况和实现既定目标的信心有所增强 [16][17][35][36] - 管理层认为公司有能力实现大规模制造,并有望在未来实现较高的盈利水平 [65][66][67] 问答环节重要的提问和回答 问题1 **Bill Peterson 提问** 目前公司有多少客户在进行产品认证? 预计何时能够实现量产供货? [39][40][41][42] **Ralph Schmitt 回答** 公司目前有106家客户在进行产品评估和认证,预计在今年下半年开始向客户供货 [40][41][42] 问题2 **Colin Rusch 提问** 公司是否已经获得更多关于客户需求的具体信息,并据此调整产品路线图? [48][49][50][51][52][53][54][55] **Raj Talluri 和 Ralph Schmitt 回答** 公司已经获得了更多客户的具体需求信息,并据此调整和完善产品路线图 [48][49][50][51][52][53][54][55] 问题3 **Derek Soderberg 提问** 公司是否已经为4条生产线的资金到位,这是否会推动更多客户订单的签订? [60][61][62][63][64] **Raj Talluri 和 Steffen Pietzke 回答** 公司已经为4条生产线的资金到位,但这不会立即推动更多客户订单的签订,客户认证仍然是关键 [60][61][62][63][64][65]

Enovix Corporation (NASDAQ:ENVX) Q4 2022 Earnings Conference Call February 22, 2023 5:00 PM ET Company Participants Charles Anderson - SVP, IR Raj Talluri - CEO Steffen Pietzke - CFO Ajay Marathe - COO Ralph Schmitt - Chief Commercial Officer Conference Call Participants Ananda Baruah - Loop Capital Bill Peterson - JPMorgan Gabe Daoud - Cowen Colin Rusch - Oppenheimer Alex Potter - Piper Sandler Gus Richard - Northland Capital Markets George Gianarikas - Canaccord Genuity Derek Soderberg - Cantor Tony Stoss ...

EOC'SVIX | --- | --- | --- | |-------|-------|-------| | | | | | | | | | 8 | | | outstanding, basic 154,190,752 141,183,160 152,918,287 117,218,893 Net loss per share, diluted $ (0.27) $ (0.60) $ (0.82) $ (1.07) Weighted average number of common shares outstanding, diluted 155,283,324 141,183,160 154,149,367 117,218,893 | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------|-------|----------------------------------|--------------------|----------|-----------|------------- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 2, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to __________ Enovix Corporation (Exact Name of Registrant as Specified in Charter) (Successor to RODGERS SILICON VALLEY ACQUISITION CORP.) | --- | --- | --- | ...

| --- | --- | |-------|--------------------------------------| | | | | | | | | | | | Investor Presentation November 2022 | | | | Disclaimer The information contained herein does not purport to be all-inclusive. The data contained herein is derived from various internal and external sources. Any data on past performance or modeling contained herein is not an indication as to future performance. Enovix assumes no obligation to update the information in this presentation, except as required by law. Furthermore ...

Enovix Corporation (NASDAQ:ENVX) Q3 2022 Earnings Conference Call November 1, 2022 5:00 PM ET Company Participants Charles Anderson - Senior Vice President, Investor Relations Harrold Rust - President, Chief Executive Officer, and Co-Founder Steffen Pietzke - Chief Financial Officer Cam Dales - General Manager and Chief Commercial Officer Ashok Lahiri - Chief Technical Officer and Co-Founder Conference Call Participants Colin Rusch - Oppenheimer Alex Potter - Piper Sandler Anthony Stoss - Craig-Hallum Gus R ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 3, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to __________ | --- | --- | |------------------------------------|-------| | Delaware | | | | | | (State or Other Jurisdiction | | Enovix Corporation (Exact Name ...

Enovix Corporation (NASDAQ:ENVX) Q2 2022 Earnings Conference Call August 10, 2022 5:00 PM ET Company Participants Charles Anderson - SVP, IR Harrold Rust - President, CEO and Co–Founder Steffen Pietzke - CFO Cameron Dales - General Manager & Chief Commercial Officer Ashok Lahiri - Chief Technical Officer & Co-Founder Conference Call Participants Gabe Daoud - Cowen Inc. Bill Peterson - JPMorgan Colin Rusch - Oppenheimer Gus Richard - Northland Securities, Inc. Anthony Stoss - Craig Hallum Ananda Baruah - Loo ...

| --- | --- | --- | |-----------------|--------------------|--------------| | | | | | | | | | @ | | | | | | | | 8 City Sin 05 m | Investor May 2022 | Presentation | Disclaimer This presentation (this "Presentation") is provided solely for information purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity or debt. The information contained herein does not purport to be all-inclusive. The data contained herein is derived from vario ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 3, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Enovix Corporation (Exact Name of Registrant as Specified in Charter) (Successor to RODGERS SILICON VALLEY ACQUISITION CORP.) | --- | --- | --- | |-------------------- ...