财务数据和关键指标变化 - 公司现金及等价物为1.371亿美元,其中5.1百万美元受限,无债务。这与2023年第四季度的1.254亿美元现金及等价物(其中5.1百万美元受限,无债务)相比有所改善 [27] - 公司报告了140万美元的收入和4810万美元的净亏损。这与2023年同期的550万美元收入和3560万美元净亏损相比有所下降 [27] - 净亏损增加主要由于一次性320万美元的成本削减费用和900万美元的认股权公允价值非现金调整 [27][28] 各条业务线数据和关键指标变化 - 无相关内容 各个市场数据和关键指标变化 - 美国电力需求预计未来5年将增加至少38吉瓦 [8] - 美国正在关闭一半的燃煤发电机组,这加剧了电网对间歇性电力的脆弱性,2023年煤炭占美国公用事业规模发电量的16%以上 [9] - 美国2023年新增32吉瓦零排放电力和储能,但仍远低于46-79吉瓦的巴黎协定目标 [9] - 数据中心和人工智能公司的电力需求正在急剧增长,单个数据中心的功率从10年前的10兆瓦增加到现在的100兆瓦,未来3-5年可能达到1000兆瓦 [12] - 全球数据中心的电力需求预计到2026年将超过1000太瓦时,是2022年的两倍 [12] - 美国制造业投资承诺自2021年以来已超过5250亿美元 [15] 公司战略和发展方向及行业竞争 - 公司相信核电作为更清洁、更安全、更可靠的能源形式,对满足不断增长的全球碳中和电力需求至关重要 [8] - 公司的小型模块化反应堆(SMR)技术能够提供可扩展、可靠、即时部署的清洁能源解决方案,满足数据中心、人工智能等客户的可持续发展需求 [10][11][14] - 公司正在与数据中心和人工智能公司进行深入讨论,部分客户考虑在本十年内实现商业运营 [11] - 公司正在与工业客户(如石化行业)就利用清洁能源选项(如生产高温高压蒸汽)进行认真对话 [16][17] - 公司与Inter One Energy的战略合作伙伴关系使其能够在电站开发和所有权方面发挥作用 [18] - 公司的制造准备度远远领先于其他SMR技术竞争对手,Doosan已经取得了关键的制造里程碑 [19][20] - 公司的77兆瓦SMR设计获得美国核管会审查,预计将于2025年7月前完成 [21] - 公司已在美国和国际部署6个NuScale电力探索中心,为NuScale电厂的控制室培训提供标准 [21][22] 管理层对经营环境和未来前景的评论 - 管理层认为,核电作为一种可持续的解决方案,能够可靠地执行,这是其他当前能源解决方案所不具备的 [24] - 管理层对公司的技术、安全性、制造就绪度、选址和监管成功保持信心,并预计将在帮助广泛客户满足其24/7能源需求以及加强和扩展电网方面发挥关键作用 [24] 问答环节重要的提问和回答 问题1 **George Gianarikas 提问** 您提到了与一些超大规模数据中心公司的讨论存在很大的势头,您预计这种势头何时会转化为订单? [32] **John Hopkins 回答** 公司看到了数据中心和人工智能公司对电力的迫切需求,他们表示"我需要电力,现在就需要,我要如何获得?"这不是一时的需求,量子计算也是一个新的大电力消费者 [33][34] 公司已经与这些客户签署了保密协议,大家都在抢先行动,希望能够首先交付。公司的制造准备度和供应链进展为快速交付提供了保障 [34][35] 总的来说,公司对市场前景持乐观态度,这种迫切需求将推动行业的快速发展 [35][36] 问题2 **Marc Bianchi 提问** 您提到可能有几家数据中心客户希望在本十年内实现商业运营,您对这个市场的规模有何预期? [40] **John Hopkins 回答** 公司的目标是谨慎地扩大执行能力,而不是过度承诺。目前公司有6个模块即将下线,Doosan表示他们每年可以制造20个模块。公司的模块化设计使其能够灵活部署,同时也在推进商业合同谈判 [41][42][43] 对于数据中心客户,公司现在的目标是先获得一个项目,而不是贪得无厌。公司看到这些客户的需求非常迫切,希望能够尽快满足他们的需求 [43][44] 问题3 **Ryan Pfingst 提问** 能否就RoPower项目的最终步骤做一下说明? [53] **John Hopkins 回答** RoPower项目正在进行FEED第二阶段的准备工作,NuScale作为Flour公司的分包商参与其中。原定于4月17日由RoPower股东进行投票表决,但由于政治原因被推迟至6-7月。除此之外,项目进展正常,没有财务问题 [54][55]

NuScale Power Corporation (SMR) came out with a quarterly loss of $0.21 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.16 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post a loss of $0.22 per share when it actually produced a loss of $0.25, delivering a surprise of -13.64%.Over the last four quarters, the company has not been able to surpass consensus EPS estimates.NuScale Power, which belong ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 8-K __________________________________ NuScale Power Corporation (Exact name of registrant as specified in its charter) 12725 SW 66th Avenue, Suite 107 Portland, OR 97223 (971) 371-1592 (Registrant's telephone number, including area code) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 9, 2024 Delaware 001- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ______________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ____________ Commission file number 001-04321 NUSCALE POWER CORPORATION Delaware 98-1588588 (State or other jurisdicti ...

NuScale Power Corporation (SMR) is scheduled to report first-quarter 2024 results on May 9.The Zacks Consensus Estimate is pegged at a loss of 21 cents per share. In the last reported quarter, it incurred a loss of 16 cents. The Zacks Consensus Estimate for revenues is pegged at 3.15 million, suggesting a decline of 42.8% from the prior-year quarter’s levels.Based in Portland, OR, NuScale specializes in providing innovative advanced nuclear small modular reactor (“SMR”) technology.In the past year, shares o ...

Monty Rakusen/DigitalVision via Getty Images Founded in 2007, NuScale Power (NYSE:SMR) is a US-based company that designs and develops small and modular nuclear reactors. Since going public in 2022 at a price of $10, all-time share performance has been underwhelming overall. However, SMR appears to have gained some momentum as of late. The stock still traded around $3 price level at the beginning of the year. But it trended upwards and rebounded to its debut day price level of $10 in March, a few days after ...

NuScale Power (SMR -25.60%) shrugged off the report of a money-losing fourth quarter last week, but it can't quite shake the effects of a Wall Street sell rating. After Wells Fargo downgraded the stock to underweight yesterday, NuScale shares lost 35% -- and they're losing another 23% through 11 a.m. ET on Wednesday.NuScale's (very) recent ups and downsThe producer of small modular nuclear reactors reported horrible earnings last week: Quarterly sales nearly doubled, but quarterly losses were twice as bad a ...

NuScale Power公司股价变动 - NuScale Power公司股价昨日因Canaccord Genuity分析师的目标价上调而上涨29%[1] - 今日，Wells Fargo投资银行指出这种势头看起来很疯狂，导致NuScale股价下跌33%[2] Wells Fargo的分析和评级 - Wells Fargo认为投资者对SMR的热情是错误的，指出NuScale的VOYGR核电产品没有稳定客户，不具备成本竞争力，将NuScale股票评级下调至卖出，并给出与Canaccord相同的$4.50目标价[4] NuScale公司财务状况 - NuScale公司目前亏损严重，预计最早在2027年前不会盈利，现金流问题严重，可能只能维持九个月的运营，直到股价下跌以反映这些风险，NuScale是卖出的[7]

NuScale Power (NYSE:SMR) stock is up a staggering 29% today after Canaccord Genuity analysts raised its price target to $8 per share from $4.25. Indeed, with today’s gains, NuScale’s rally only continues from its promising fourth-quarter earnings report last week. NuScale has enjoyed plenty of Wall Street love following its earnings report last week. Despite the nuclear reactor company missing earnings per share (EPS) estimates, reporting an EPS loss of -25 cents per share, compared to analyst estimates of ...

The green energy revolution tends to revolve around certain clean energy types. Most notably, wind, solar and battery technology continues to improve, and that’s where most investors continue to focus most intently on. However, shares of NuScale Power (NASDAQ:SMR) are gaining attention today. SMR stock is surging more than 25% on very heavy volume. This nuclear power company is seeing a singificant uptick in interest around a key announcement tied to an upcoming project in Romania.The company put forward a ...