about smart modular technologies smart modular technologies is a global leader in specialty memory, storage and hybrid solutions serving the electronics industry for over 25 years. smart modular delivers solutions to a broad customer base, including oems that compete in the computing, networking, communications, storage, mobile and industrial markets. focused on providing extensive customer-specific design capabilities, technical support and value-added testing services, smart collaborates closely with their global oem customers throughout their design process and across multiple projects to create memory, storage and hybrid solutions for demanding applications with differentiated requirements. taking innovations from the design stage through manufacturing and supply, smart modular has developed a comprehensive product line comprised of dram, flash and hybrid memory technologies across various form factors. smart modular is part of the smart family of global companies. see http://www.s
Company profile
Ticker
SGH
Exchange
Website
CEO
Ajay Shah
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Saleen Intermediate Holdings, Inc. • SMART Worldwide Holdings, Inc. • SMART Modular Technologies (Global), Inc. • SMART Modular Technologies (DH), Inc. • SMART Modular Technologies, Inc. • SMART Modular Technologies (DE), Inc. • SMART Modular Technologies Sdn. Bhd. • Penguin Computing, Inc. • Stratus Technologies Ireland Limited ...
SGH stock data
Latest filings (excl ownership)
8-K
Submission of Matters to a Vote of Security Holders
13 Feb 24
10-Q
2024 Q1
Quarterly report
9 Jan 24
8-K
SGH Reports First Quarter Fiscal 2024 Financial Results
9 Jan 24
ARS
2023 FY
Annual report to shareholders
19 Dec 23
DEFA14A
Additional proxy soliciting materials
19 Dec 23
DEF 14A
Definitive proxy
19 Dec 23
8-K
SGH Completes Sale of Majority Stake of SMART Brazil
30 Nov 23
10-K
2023 FY
Annual report
20 Oct 23
8-K
SGH Reports Fourth Quarter and Full Year Fiscal 2023 Financial Results
12 Oct 23
8-K
Shareholder Nominations Pursuant to Exchange Act Rule 14a-11
28 Sep 23
Transcripts
SGH
Earnings call transcript
2024 Q1
9 Jan 24
SGH
Earnings call transcript
2023 Q4
12 Oct 23
SGH
Earnings call transcript
2023 Q3
29 Jun 23
SGH
Earnings call transcript
2023 Q2
5 Apr 23
SGH
Earnings call transcript
2023 Q1
3 Jan 23
SGH
Earnings call transcript
2022 Q4
4 Oct 22
SGH
Earnings call transcript
2022 Q4
4 Oct 22
SGH
Earnings call transcript
2022 Q3
30 Jun 22
SGH
Earnings call transcript
2022 Q2
5 Apr 22
SGH
Earnings call transcript
2022 Q1
5 Jan 22
Latest ownership filings
4
Jack A Pacheco
22 Feb 24
144
Notice of proposed sale of securities
20 Feb 24
SC 13G/A
Yiheng Capital Management, L.P.
14 Feb 24
SC 13G/A
Yiheng Capital Management, L.P.
14 Feb 24
SC 13G
Yiheng Capital Management, L.P.
14 Feb 24
SC 13G/A
AMERIPRISE FINANCIAL INC
14 Feb 24
4
PENNY HERSCHER
13 Feb 24
4
Maximiliane C Straub
13 Feb 24
4
Mark D Papermaster
13 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
Financial summary
Quarter (USD) | Dec 23 | Aug 23 | May 23 | Feb 23 | |
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Diluted EPS |
Annual (USD) | Aug 23 | Aug 22 | Aug 21 | Aug 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 529.06 mm | 529.06 mm | 529.06 mm | 529.06 mm | 529.06 mm | 529.06 mm |
Cash burn (monthly) | (no burn) | (no burn) | 2.56 mm | 4.78 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 10.01 mm | 18.72 mm | n/a | n/a |
Cash remaining | n/a | n/a | 519.04 mm | 510.34 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 202.8 | 106.7 | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 185 |
Opened positions | 23 |
Closed positions | 34 |
Increased positions | 60 |
Reduced positions | 73 |
13F shares | Current |
---|---|
Total value | 1.29 tn |
Total shares | 54.27 mm |
Total puts | 96.40 k |
Total calls | 1.11 mm |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 7.79 mm | $189.69 bn |
AMP Ameriprise Financial | 6.43 mm | $156.64 bn |
Vanguard | 6.02 mm | $146.71 bn |
STT State Street | 3.42 mm | $83.28 bn |
FMR | 2.21 mm | $53.80 bn |
Yiheng Capital Management | 2.08 mm | $50.62 bn |
Clearbridge Advisors | 1.64 mm | $39.92 bn |
Dimensional Fund Advisors | 1.45 mm | $35.22 bn |
Alliancebernstein | 1.26 mm | $30.59 bn |
Crosslink Capital | 1.17 mm | $28.52 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
20 Feb 24 | Pacheco Jack A | Ordinary Shares | Sell | Dispose S | No | Yes | 20.0243 | 2,500 | 50.06 k | 220,007 |
20 Feb 24 | Pacheco Jack A | Ordinary Shares | Option exercise | Acquire M | No | No | 9.195 | 2,500 | 22.99 k | 222,507 |
20 Feb 24 | Pacheco Jack A | Employee Stock Option Ordinary Shares | Option exercise | Dispose M | No | No | 9.195 | 2,500 | 22.99 k | 80,000 |
13 Feb 24 | Herscher Penny | Ordinary Shares | Sell | Dispose S | No | Yes | 21.6241 | 842 | 18.21 k | 11,871 |
12 Feb 24 | Herscher Penny | Ordinary Shares | Sell | Dispose S | No | Yes | 22.6244 | 2,525 | 57.13 k | 12,713 |
9 Feb 24 | Herscher Penny | Ordinary Shares | Grant | Acquire A | No | No | 0 | 6,821 | 0.00 | 15,238 |
9 Feb 24 | Maximiliane C Straub | Ordinary Shares | Grant | Acquire A | No | No | 0 | 6,821 | 0.00 | 48,544 |
9 Feb 24 | Papermaster Mark D | Ordinary Shares | Grant | Acquire A | No | No | 0 | 6,821 | 0.00 | 16,385 |
9 Feb 24 | Sandeep Nayyar | Ordinary Shares | Grant | Acquire A | No | No | 0 | 6,821 | 0.00 | 26,986 |
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