reports
- Emmanuel Matot
- Marc Lavaud
- Michael Foundoukidis
- Emmanuel Matot
Soitec : Return to sales growth maintained in H2
>Reassuring H1 results, with guidance reiterated for FY 2025 - H1 results were in line with expectations, with sales down organically by 15% (significant RF destocking + weak automotive sector) and a resilient EBITDA margin (+40bp - good management of the decline in activity).The guidance for FY 2025 was also confirmed (stable sales and +1 point for EBITDA margin at 35%) with, compared with initial expectations, RF and POI in line, Automotive weaker but offset by...
- Emmanuel Matot
Soitec : Retour maintenu à la croissance du CA au S2
>Une publication S1 rassurante avec des guidances réitérées pour FY 25 - Les résultats S1 sont ressortis en ligne avec les attentes, à savoir un CA en baisse organique de 15% (importants déstockages RF + faiblesse de l’automobile) et une marge d’EBITDA résistante (+40 pb - bonne gestion de la baisse de l’activité).Les guidances pour FY 25 ont également été confirmées (stabilité du CA et +1 point pour la marge EBITDA à 35%) avec, par rapport aux attentes initiale...
- Sid Rajeev
Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors
This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...
- Carole Braudeau
- Emmanuel Matot
- Carole Braudeau
- Emmanuel Matot
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Emmanuel Matot
Soitec : No profit warning at the H1 2024-25 release
>Revenues and EBITDA down by around -15% in H1 as expected - Soitec yesterday evening reported its half-year results (April-September 2024). Key takeaways:Revenues in line with expectations (-15% organic with -9% in Q2 – disappointments on mobile communication and automotive/industry offset by strong growth for edge/cloud AI).EBITDA margin showing a slight improvement (+40bp vs consensus = -10bp), underscoring effective management of the marked decline in bu...
- Emmanuel Matot
Soitec : Pas de profit warning lors de la publication S1
>CA et EBITDA en baisse de l’ordre de -15% au S1 comme prévu - Soitec a publié hier soir ses résultats semestriels (période avril-septembre 2024). Nous retiendrons :Un CA en ligne avec les attentes (-15% en organique dont -9% au T2 – déceptions pour communications mobiles et automobile/industrie compensées par la forte croissance pour edge/cloud AI).Une marge EBITDA en légère progression (+40pb vs consensus = -10pb) soulignant une bonne gestion de la baisse ...
Moody's Ratings affirms Apple's Aaa rating; outlook stable
Moody's Ratings (Moody's) affirmed Apple Inc.'s (Apple) Aaa senior unsecured rating, the (P)Aaa rating for its senior unsecured medium term notes program, and the Prime-1 rating for its commercial paper program. The ratings outlook is stable. RATINGS RATIONALE Moody's Ratings Senior Vice Presiden...
Availability of 2024-2025 Half-Year Financial Report
Availability of 2024-2025 Half-Year Financial Report AVAILABILITY OF 2024-2025 HALF-YEAR FINANCIAL REPORT Bernin (Grenoble), France, on November 20, 2024 – Soitec (Euronext Paris), a world leader in the design and manufacturing of innovative semiconductor materials, today announces that it has made available to the public and filed with the French Financial Markets Authority (Autorité des Marchés Financiers, or AMF) its 2024-2025 half-year financial report for the period ended on September 30, 2024. The French and English version of the 2024-2025 half-year financial report is avai...
Frédéric Lissalde est nommé Président du Conseil d’administration de S...
Frédéric Lissalde est nommé Président du Conseil d’administration de Soitec, à compter du 1er mars 2025 Frédéric Lissalde est nommé Président du Conseil d’administration de Soitec, à compter du 1er mars 2025 Bernin (France), le 20 novembre 2024 – Soitec (Euronext Paris – Tech Leaders), un leader mondial de la conception et de la production de matériaux semi-conducteurs innovants, annonce la nomination de Frédéric Lissalde en qualité de Président du Conseil d’administration, intervenue lors de la réunion du Conseil d’administration de ce jour, sur recommandation du Comité des rémunérations ...
Frédéric Lissalde appointed Chairman of the Board of Directors of Soit...
Frédéric Lissalde appointed Chairman of the Board of Directors of Soitec as of March 1st, 2025 Frédéric Lissalde appointed Chairman of the Board of Directors of Soitec as of March 1st, 2025 Bernin (France), November 20, 2024 – Soitec (Euronext Paris – Tech Leaders), a global leader in the design and production of innovative semiconductor materials, announces the appointment of Frédéric Lissalde as Chairman of the Board of Directors, during a meeting of the Board of Directors today, upon the recommendation of the Compensation and Nominations and Remuneration Committee, in charge of the pr...
SOITEC REPORTS SECOND QUARTER REVENUE AND HALF-YEAR RESULTS OF FISCAL...
SOITEC REPORTS SECOND QUARTER REVENUE AND HALF-YEAR RESULTS OF FISCAL YEAR 2025 SOITEC REPORTS SECOND QUARTER REVENUE ANDHALF-YEAR RESULTS OF FISCAL YEAR 2025 H1’25 revenue amounted to €338m, down 15% at constant exchange rates and perimeter year-on-year, in line with guidance, and down 16% on a reported basisQ2’25 revenue reached €217m, down 9% at constant exchange rates and perimeter compared to Q2’24 and up 89% sequentially at constant exchange rates and perimeterH1’25 EBITDA1 margin2 at 33.4%, up 40bps compared to H1’24 H1’25 Free Cash Flow increased by €120m year on year to +€35m whi...
SOITEC PUBLIE LE CHIFFRE D’AFFAIRES DU DEUXIÈME TRIMESTRE ET LES RÉSUL...
SOITEC PUBLIE LE CHIFFRE D’AFFAIRES DU DEUXIÈME TRIMESTRE ET LES RÉSULTATS SEMESTRIELS DE SON EXERCICE FISCAL 2025 SOITEC PUBLIE LE CHIFFRE D’AFFAIRES DU DEUXIÈME TRIMESTRE ET LES RÉSULTATS SEMESTRIELS DE SON EXERCICE FISCAL 2025 Le chiffre d’affaires du S1 2025 atteint 338 M€, en baisse de 15% à périmètre et taux de change constants par rapport au S1 2024 – en ligne avec la guidance – et de 16% en données publiéesLe chiffre d’affaires du T2 2025 s’élève à 217 M€, en repli de 9% à périmètre et taux de change constants par rapport au T2 2024 et en hausse séquentielle de 89% à péri...
- Pierre FerraguÊ
Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone mi...
Demand is sluggish, with the 2024 and 2025 outlooks implying slight unit growth after 2022 & 2023 down 13% & 4% respectively. With saturation and elongating replacement cycles, we see that as a best case. The December quarter iPhone guide missed consensus expectations, and we expect further downside. Replacement cycles are elongating, share gains in China have stalled, and recent datapoints support our view (Apple lowering iPhone 16 production plans). Semi revenues are back to secular growth, dr...
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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