Economic Observation Network Announce the first quarter performance for 2026, with revenue of $60.1 million and a gross profit margin of 76%, while also announcing business progress and annual performance targets.

Performance and business situation:
According to the report on May 9, 2026, the company's performance in the first quarter of 2026 was strong ：
* RevenueReaching 60.1 million US dollars.
* ProfitabilityThe platform based revenue is approximately $50.9 million, with a gross profit margin of 76% and an operating profit margin of 25%, approaching the long-term goal of 27% set by the management.
* Key drivers of growth: FromExensio Data Analysis PlatformAndCimetrix device communication softwareThe increase in volume. Exensio received a full enterprise import order from a large IDM (Integrated Component Manufacturing Plant) in the first quarter 。

Business progress:
* Orders And VisibilityThe company's backlog of unfulfilled orders reached 246 million US dollars, an increase of 9% compared to the same period last year, providing support for revenue in the coming quarters 。
* New Product EProbeOne eProbe electron beam inspection equipment will be shipped in the first quarter, and it is expected to deliver six units throughout the year, of which about one-third will be aimed at new customers. This device mainly adopts a subscription model, which helps shift the revenue structure towards sustained high gross profit services 。
* Platform ExpansionThe company is expanding the service scope of the secureWISE secure connection platform from equipment vendors to wafer fabs, packaging and testing plants, and fabless companies, aiming to connect the manufacturing data flow of the entire semiconductor supply chain 。
The management reiterated the long-term goal of a 20% revenue growth by 2026 and expressed confidence in achieving a 77% gross profit margin and a 27% operating profit margin The company is regarded by the market as a key participant in using data platforms to drive the efficiency improvement of semiconductor manufacturing, and its business is closely related to the trend of AI driven manufacturing transformation 。

Industry and Risk Analysis:
The company acknowledges that some revenue fluctuations related to wafer shipments are significant, and if the industry's prosperity reverses, it may put pressure on gross profit margins 。

The above content is based on publicly available information and does not constitute investment advice.