Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ams OSRAM : Q1 2024 results in line, Q2 guidance below expectations, improving FCF trend

>Q1 2024 results globally in line with expectations but above on FCF - This morning, ams OSRAM reported its Q1 2024 results which were globally in line with expectations. Revenues were € 847m, in line with the Visible Alpha consensus at € 845m. They were down 7% q-o-q and down 9% y-o-y but up 5% y-o-y on a like-for-like basis. The main drivers for this year-on-year increase are the automotive (+13% y-o-y) and consumer (+15% y-o-y) semiconductor businesses, whilst indu...
Underlying
Ams AG

AMS provides advanced sensor and analog solutions for high value and emerging markets. Co.'s markets include Consumer and Communications and Industrial, Medical, Automotive. Co. delivers a broad range of innovative technology solutions for consumer electronics and communication device manufacturers including intelligent light sensors, MEMS microphone ICs, NFC solutions, active noise-cancelling ICs and ultra-low power management solutions. Co. offers customized, application-specific integrated circuits and standard solutions for a broad range of industrial applications including automation and control, position sensors, building automation, security and high-resolution seismic analysis.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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