Krish Sankar
Analyst at TD Cowen
Replay available
Advanced Energy Industries, Inc. (AEIS) Q2 2025 Earnings Call
Advanced Energy Industries, Inc. (NASDAQ: AEIS) Q2 2025 earnings conference call, held 2025-08-05. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:00.000 -- 00:00:05.460 is playing out nicely this year with our success in data center compensating 00:00:05.460 -- 00:00:09.080 for softness in industrial and medical. 00:00:09.260 -- 00:00:14.540 Semiconductor has performed well for AE with mid single-digit growth expected this 00:00:14.540 -- 00:00:18.580 year after growth year in 2024. 00:00:19.620 -- 00:00:25.000 Our improved profitability and cash flow are allowing us to make the technology and 00:00:25.000 -- 00:00:31.100 capacity investments necessary to fuel long-term profitable growth. 00:00:31.480 -- 00:00:36.760 These investments give confidence to our customers that advanced energy has the technology 00:00:36.760 -- 00:00:42.200 roadmap and manufacturing expertise necessary to support their long-term 00:00:42.200 -- 00:00:44.200 success. 00:00:44.880 -- 00:00:50.040 In data center our high efficiency high power density products have proven 00:00:50.040 -- 00:00:53.460 ideal for AI applications. 00:00:53.800 -- 00:00:58.980 This year we have won a number of next generation programs which are expected 00:00:58.980 -- 00:01:02.980 to support further growth in 2026. 00:01:03.700 -- 00:01:06.100 In semiconductor customer 00:01:06.100 -- 00:01:11.380 interest in our EVOS, Everest and NavX platforms is very 00:01:11.380 -- 00:01:12.840 strong. 00:01:12.840 -- 00:01:18.200 We expect to more than double revenue from these platforms in 2025 as initial 00:01:18.200 -- 00:01:21.900 wins go into early stages of production. 00:01:22.040 -- 00:01:27.700 We believe that these wins will drive revenue growth in 2026 and beyond as 00:01:27.700 -- 00:01:31.760 leading edge fab processes ramp to volume. 00:01:31.980 -- 00:01:38.140 In industrial and medical we've invested heavily in new products, a new website, ...