Raspberry PI Holdings Plc - RPI - Share chat

Stock Discussions
21

Same here but something doesn’t seem quite right especially since there’s very little news

22

They just released both the pi500 and a pi monitor? In time for people to get them for their kids for xmas?

https://www.raspberrypi.com/news/raspberry-pi-500-and-raspberry-pi-monitor-on-sale-now/

23

Fantastic news! Hopefully they sell plenty

24

Yeah I just bought a RPi and a Crowview Note and am seriously considering getting the 500 and the monitor for xmas for the kids and keeping the note for myself for use with the my phone.

25

That good ? What’s so impressive ?

26

It is a full fledged computer for ~£200. Keyboard mouse power supply monitor the whole shebang. Seems more solidly built and has less cables than the display keyboard I got via elecrow (CrowView Note-All-in-One Portable Monitor, Phone-to-Laptop Device With Full-Featured Type-C, SBCs/Mini PC/PC/Game Console Compatibility)

Would also be something that would live on their desk, but I suspect they would need to not have it there full time to prevent the continual playing of games.

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27

Keeps flirting with the £5 this one. Better days ahead I think

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29

30% ish up in 7 days. Smashed through the 6. Has some momentum currently this one.

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30

I think big institutional investors are getting interested now it’s above 1Bn market cap

It’s been added to S&P Global BMI Index, so funds tracking that will have had to buy

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31

Ahhh didn’t realise that, excellent news.

32

Another move today. Plenty of trades daily also which bodes well. On we go

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33

Still cheap.

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34

Really good writeup at VIC: https://www.valueinvestorsclub.com/idea/Raspberry_Pi/8710976392

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35

Back above six quid. Some good news on a disappointing morning. I might put a chunk of my profits from the Freetrade sale into this, depending on where we are when I get the money

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36

FY 2024 Results published:

  • Financial Performance: Raspberry Pi reported a revenue of $259.5 million in FY2024, a 2% decline from $265.8 million in FY2023. Gross profit was $63.2 million, down 4%, with a gross margin of 24.4%.

  • Unit Sales: Sold 7.0 million units of single-board computers and compute modules, a 5% decrease from the previous year.

  • Product Launch Success: Achieved 22 new product launches, including the Raspberry Pi 5 and AI hardware, with a strong market response.

  • Strategic Growth: Formed partnerships and expanded the reseller network, targeting underserved markets.

  • Future Outlook: Anticipates improved demand and sustained sales growth, bolstered by a normalised inventory and upcoming product releases.

  • Revenue and Sales Performance:

    • Total revenue decreased to $259.5 million from $265.8 million (-2%).
    • Direct product sales declined mainly due to lower SBCs sales, though component sales increased, boosting royalties from product licensing.

  • Average Selling Price (ASP):

    • ASP per board increased by 7% from $40.6 to $43.3 due to the launch of higher-priced Raspberry Pi 5 boards.

  • Gross Profit Impact:

    • Overall gross profit fell 4% to $63.2 million, influenced by a 14% decline in gross profit per SBC/compute module.
    • Accessory gross profit significantly increased by 89% to $8.5 million.

  • Operational Costs:

    • Adjusted R&D expenses rose to $17.9 million, reflecting increased investment in new product development.
    • Administrative expenses surged to $27.7 million, attributed to staff costs and professional fees.

  • Profitability Metrics:

    • Operating profit decreased to $17.6 million from $37.6 million.
    • Profit after tax dropped to $11.7 million against $31.6 million previously, leading to lower earnings per share.

  • Inventory Management:

    • Inventory of finished goods increased significantly to $63.8 million due to anticipated sales for Raspberry Pi 5.

  • Cash and Facilities Update:

    • Cash holdings rose to $45.8 million from $42.2 million.
    • New $80 million financing facility enhances financial flexibility post-IPO.

  • Future Outlook:

    • The company’s strategy focuses on reinvesting cash flow into growth initiatives rather than issuing dividends at this time.
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