Diodes Incorporated · NASDAQ:DIOD
Diodes — Diodes Inc /Del/ — Q3 2025 Earnings Presentation
35 slides from Diodes's earnings presentation, Nov 6, 2025
Slide 1: Diodes Incorporated Investor Relations
Diodes Incorporated (DIOD) Plano, TX, USA Investor Relations November 6, 2025 Exhibit 99.3
Slide 2: Safe Harbor Statement
Safe Harbor Statement Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995: Any statements set forth above that are not historical facts are forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those in
Slide 3: Gary Yu, President and CEO
Gary Yu President and CEO Experience: Diodes Incorporated, since 2008 Chief Operating Officer Senior Vice President, Business Groups President, Asia Pacific Region General Manager, Shanghai Wafer Fabrication and BCD Business Unit Vice President of Asia Pacific Sales Manager, Sensor and Satellite Bus
Slide 4: Company Representative
Company Representative Experience: Head of Corporate Marketing, Diodes Incorporated Head of Corporate Marketing, Pericom Semiconductor Vice President, Marketing, CA Technologies (Broadcom) Director, Global Marketing Strategy, EMC (Dell Technologies) Director, Marketing, Zarlink Semiconductor (Microc
Slide 5: About Diodes Incorporated
About Diodes Incorporated Vision: Profitability Growth to Maximize Shareholder Value Our Core Values: Integrity, Commitment, Innovation Diodes delivers analog and discrete power solutions through its high-quality semiconductor products to the world’s leading companies in the automotive, industrial,
Slide 6: Global Operations and World-Class Manufacturing
Global Operations and World-Class Manufacturing Headquartered in Plano, TX Manufacturing in US, UK, Germany, China, and Taiwan ISO 9001:2015 Certified / IATF 16949:2016 Certified ISO 14001:2015 Certified Key Acquisitions 2006 2006 2012 2015 2008 2013 2019 2020 2022 Anachip Corporation Taiwan Advance
Slide 7: Global Organization
Wuxi, China Shanghai, China Chongli, Taiwan Hsinchu, Taiwan Taipei, Taiwan Munich, Germany Neuhaus, Germany Plano, Texas Milpitas, California Greenock, UK Chengdu, China Logistics Hub and Warehouses Oldham, UK Key: Headquarters Wafer Fab Assembly/Test Design/Sales/Marketing South, Portland, Maine To
Slide 8: Our Sustainability Commitment
Our commitment to a sustainable and profitable business is built around ESG. Please refer to Governance and Oversight for additional details. Social (S) Governance (G) Environment (E) Climate Change Natural Resources Pollution & Waste Biodiversity Strategy & Oversight Risks Management Business Conti
Slide 9: Corporate Objectives
Goal 1: $1B Market Cap Goal 2: $1B Annual Revenue Goal 3: $1B Gross Profit Goal 4: $1B Profit Before Tax $1B Market Cap $1B Revenue $1B Gross Profit $1B PBT - 2010 - 2017 Next Target: $1B Gross Profit Gross Margin: 40% Revenue: $2.5B Longer Term $B Corporate Objectives
Slide 10: Profitability Growth Track Record of Continued Outperformance
Profitability Growth Track Record of Continued Outperformance Annual Revenue Gross Profit ($ in millions) ($ in millions) CAGR: 10% (2005 – 2024) CAGR: 10% (2005 - 2024) * Revenue/Gross Margin for 2025 are based on Q1-Q3 results and Q4 guidance provided on November 6, 2025 +12%
Slide 11: Gross Margins and EPS
Gross Margins (%) EPS (Non-GAAP) ($) CAGR: 7.3% (2012 - 2024) Gross Margins and EPS
Slide 12: Targeted Market Segment Goal
Automotive Connected driving, comfort/style/safety, electrification/powertrain Industrial Embedded systems, precision controls, medical, clean energy, machine to machine, robotics, motor controls, and AIoT Consumer IoT: wearables, home automation, home appliances, smart infrastructure, and charging
Slide 13: Example: Embedded System Applications Total Solutions Provider
Example: Embedded System Applications Total Solutions Provider
Slide 14: Automotive Applications Driving Growth
Connected Driving ADAS (Advanced Driver Assistance Systems) Telematics Infotainment Systems Comfort, Style, and Safety Lighting Migration to LED and intelligent illumination BLDC motor / fan control Migration from Brushed to Brushless DC Motors Electrification/Powertrain Conventional Powertrain Hy
Slide 15: Automotive Opportunity
Automotive Potential Revenue $ / Car Automotive Motor Control $53.90 Connected Driving (Infotainment, Telematics & ADAS) $90.44 Powertrain, Electrification & Body Control Electronics $50.00 Lighting – Moving to LED $18.91 Total $213.25 $ Content / Car Year Automotive Opportunity
Slide 16: Automotive Surround-View SuperCAM Platform
Advanced Clock Gen, Clock Buffer, Crystal Oscillator, USB Power Switch, and Protection solutions for mission-critical needs Automotive-compliant* products Diodes’ Key Products $ / Box Analog >$1.20 Power Management >$0.70 MOS/BJT >$3.50 Diodes and Rectifiers >$5.00 Timing and Connectivity $14.00 Tot
Slide 17: EV Automotive High-Voltage DC-DC Converters
EV Automotive High-Voltage DC-DC Converters EVs create the need for high-efficiency conversion of high-voltage batteries to lower, safe voltages. Converts high-voltage DC (300V to 900V) to a galvanically isolated 48V or 12V DC rail Diodes’ automotive-compliant* product solutions contain: Silicon car
Slide 18: Automotive Compliant USB Ports
Automotive Compliant USB Ports – PD Charging and Displays Diodes’ Key Products $ / per car Power Management $6.20 MOS/BJT $2.50 Diodes and Rectifiers $1.00 Timing and Connectivity $5.00 Total $14.70 * AEC qualified, manufactured in IATF 16949 certified sites supporting PPAP documents (if applicable)
Slide 19: Industrial Content Expansion
Industrial Content Expansion Increasing IC content in embedded systems Switching and signal path for networked systems and automation Signal conditioning and timing for precision controls Industrial / motor controls, sensors, and power management Green power, energy storage Robotics Medical: home he
Slide 20: IoT – Machine to Machine (M2M)
IoT – Machine to Machine (M2M) Growth Opportunities: Power, Sensors, DC-DC Gate Drivers, BJTs, MOSFETs Xtals and clocks Packet switches, ReDrivers, IO Expanders, MIPI, and USB charging M2M – Dominated by short-range technology 73% are short range, mostly Wi-Fi 2030: Connections @ 29,400 million M2M
Slide 21: Cloud Computing Accelerating the Enterprise Market
Cloud Computing Accelerating the Enterprise Market ReDriver support for PCIe or USB connectivity Wide range of signal protocols: PCIe, CXL, SAS, SATA, USB MUX switch products for high-capacity solid state storage Packet switches for accelerating AI computing Crystal oscillators for increasing clocki
Slide 22: AI Server Platform Solution
AI Server Server Platform Solution: Nearly all server vendors are customers of Diodes Diodes’ products have a strong position in this segment PCIe® packet switches, PCIe, USB, & SATA ReDrivers™, clock buffers, oscillators, I3C MUXes, level shifters, IO expanders, bus switches, QSPI MUXes, logic ICs,
Slide 23: Consumer: IoT Driving Power & Connectivity Requirements
Consumer: IoT Driving Power & Connectivity Requirements Diodes’ Key Products $ / Box Analog >$0.20 Power Management >$1.30 MOS/BJT >$10.00 Diodes and Rectifiers >$5.00 Timing and Connectivity $3.50 Total $20.00 Enterprise Smart Infrastructure Wearables Consumer & Home Asset Tracking Security & Surve
Slide 24: IoT Segment: Smart Home
IoT Segment: Smart Home Smart Home: Safety and security Climate control Consumer electronics Lighting control Growth Opportunities: Power LED drivers Xtals and clocks Packet switches Diodes’ Key Products $ / Box Analog $0.55 ~ $0.80 Power Management $1.80 MOS/BJT $1.10 Diodes and Rectifiers $0.50 Ti
Slide 25: Communications: 5G Applications
Communications: 5G Applications Focus Applications: Cloud Computing AI / Data center servers Gateways Internet gateways Fiber networks Core Networks, Cell Stations Small cells Base stations Edge computing servers Smart antennas Fiber networks End Products Portables: smartphones, tablets Smart cars C
Slide 26: Communications: 5G Distributed Unit
Communications: 5G Distributed Unit Diodes' Key Products $ / Box Analog $12.00 Power Management & Discrete $4.00 Timing and Connectivity $25.00 Total $41.00 Advanced solutions in signal integrity, signal/bus/power switches, and IO expanders for diversified networking applications. Global logistics o
Slide 27: Complete Platform Solution: Notebook
Complete Platform Solution: Notebook
Slide 28: Technology Focus Products
Technology Focus Products eUSB/USB repeaters and Ultra-Low Cj TVS for signal integrity Automotive Packet Switches for Telematics / ADAS, high-voltage LDOs, and DCDC products Complete USB-C / Power Delivery Solutions Low-jitter timing solutions and high- speed PCIe packet switches for AI and cloud se
Slide 29: Efficient Manufacturing + Superior Processes
Efficient Manufacturing + Superior Processes Assembly and Test China: Shanghai, Chengdu, and Wuxi Taiwan: Chongli Germany: Neuhaus US: South Portland, Maine China: Shanghai and Wuxi Taiwan: Hsinchu UK: Greenock and Oldham Bipolar, BiCMOS, CMOS, and BCD process Global footprint with strong engineerin
Slide 30: Revenue Profile for Third Quarter 2025
Revenue Profile for Third Quarter 2025
Slide 31: Income Statement – Third Quarter 2025
Income Statement – Third Quarter 2025 ($ in millions, except EPS) 3Q24 2Q25 3Q25 Net sales 350.1 366.2 392.2 Gross profit (GAAP) 118.0 115.3 120.5 Gross profit margin % (GAAP) 33.7% 31.5% 30.7% Net income (GAAP) 13.7 46.1 14.3 Net income (non-GAAP) 20.1 15.0 17.2 Diluted EPS (non-GAAP) 0.43 0.32 0.3
Slide 32: Balance Sheet
Balance Sheet ($ in millions) Dec 31, 2023 Dec 31, 2024 Sept 30, 2025 Cash* 329 322 392 Inventory 390 475 471 Current assets 1,187 1,224 1,274 Total assets 2,368 2,386 2,470 Total debt 62 52 58 Total liabilities 558 517 522 Total equity 1,810 1,869 1,947 * Cash and cash equivalents, restricted cash,
Slide 33: Business Outlook - Fourth Quarter 2025
Revenue to be ~$380 million, +/- 3.0% representing 12 percent growth over the prior year period at the mid-point, which will be the fifth consecutive quarter of year-over-year growth GAAP gross margin of 31.0%, +/- 1% Non-GAAP operating expenses 27.0% of revenue, +/- 1%, which are GAAP operating exp
Slide 34: Investment Summary
Investment Summary Vision: Expand shareholder value Mission: Profitability growth to drive 20%+ operating profit Next Strategic Goal: $1B gross profit Tactics: Total system solutions sales approach and content expansion driving growth Focus on key accounts Increased focus on high-margin automotive,
Slide 35: Thank you
PXODES Analog and Discrete Power Solutions In ¢CORPORATED Thank you www.diodes.com