DigiPlus Interactive Reports Q2 Sales Growth, Share Price Falls Amidst Market Volatility

DigiPlus Interactive reported Q2 sales growth to PHP 24,610 million, nearly doubling YoY. Despite this, the company's share price fell 3% over the past week. The decline may reflect investor concerns or broader market trends, such as the Dow Jones reaching a record high while the S&P 500 and Nasdaq experienced slight declines. The current share price of ₱26 is a significant discount compared to the consensus analyst price target of approximately ₱64.77.

AmpliTech Group, Inc. (Nasdaq: AMPG, AMPGW) reported a significant milestone in its Q2 2025 financial results, achieving record sales of over $11 million, the highest quarterly sales in the company's history. This marks a substantial increase compared to the total sales of the entire 2024 fiscal year [1].

Despite the impressive sales figures, the company experienced lower-than-normal gross profit margins during the quarter. This decrease can be attributed to the level of sales achieved by the 5G Division, along with various one-time costs incurred to facilitate shipments and activate the supply chain. These costs include license fees, initial production line fees, molding fees, and overtime [1].

As of June 30, 2025, AmpliTech Group reported cash and cash equivalents and accounts receivables of $16,423,238 and working capital of $16,163,710, with no long-term debt. The company's inventory position remains healthy, with over $7 million in raw materials and finished goods available to support immediate customer needs [1].

Fawad Maqbool, CEO of AmpliTech Group, stated that the company's strategy of aggressive penetration into the 5G market, combined with recurring follow-on orders, positions it as a global leader in delivered ORAN 5G radios. Maqbool emphasized that the compression in short-term gross margin experienced in Q2 is a result of the company's intentional and calculated investment strategy [1].

Industry Context and Strategic Outlook
Based on AmpliTech's core focus areas—Open RAN (ORAN) 5G networks, quantum computing, and satellite/terrestrial high-speed connectivity—the company is well-positioned to benefit from high growth in these sectors. The ORAN 5G infrastructure market is projected to grow at a CAGR of 33.4%, reaching over $42 billion globally by 2030. The quantum computing hardware market is expected to grow at a CAGR of 37.3%, exceeding $9 billion by 2032. The satellite and high-speed connectivity equipment market is estimated to grow at a CAGR of 12% through 2030, driven by LEO networks and rural broadband demand [1].

AmpliTech's advanced technologies, particularly its true ORAN 5G radios and cryogenic low-noise amplifiers (LNAs), are uniquely suited to these high-performance applications. The company's strategy of accelerated penetration, combined with recurring follow-on orders, is expected to establish its products as embedded solutions within next-generation infrastructure platforms [1].

Forward-Looking Financial Guidance
As AmpliTech transitions from initial deployments to scaled adoption and repeat orders, the company expects gross margins to improve beginning in Q3 and Q4 2025. Based on executed LOIs and customer feedback, management anticipates revenue growth of at least $24 million for FY 2025, representing a 140% year-over-year increase over FY2024. Gross margins are expected to return to double digits in the last six months of FY 2025, and the company anticipates positive cash flow from operations and projected profitability in FY 2026 [1].

The company maintains a strong cash management discipline and does not anticipate raising capital under unfavorable market and pricing conditions. Any capital deployment will be strategic, measured, and aligned with shareholder value creation [1].

References:
[1] https://www.globenewswire.com/news-release/2025/08/14/3133835/0/en/AmpliTech-Group-Advances-Strategic-Growth-Plan-with-Tier-1-Customer-Base-Penetration-in-Multi-Billion-Dollar-5G-Markets-with-Record-Q2-Revenues.html