Mr. Wadaki
Analyst, Morgan Stanley MUFG
Replay available
Advantest Corp Sp/Adr (OTC: ATEYY) Q3 2025 earnings conference call, held 2026-01-28. Replay captured from the company's public earnings webcast.

Analyst, Morgan Stanley MUFG
Analyst, BofA Securities
Analyst, Mizuho Securities
Analyst, Goldman Sachs Japan
Senior Vice President
Analyst, CLSA Securities
Analyst, Citigroup Global Markets Japan
Analyst, UBS Securities
Watch the replay and follow the connected company analysis, news, and investor updates for Advantest Corp..
WEBVTT 00:00:01.533 -- 00:00:03.295 Good afternoon. 00:00:03.295 -- 00:00:08.520 First, I'll present a summary of the financial results for this period, as shown on slide 00:00:08.520 -- 00:00:12.121 3 of the presentation. We 00:00:21.132 -- 00:00:26.397 are pleased to report that our Q3 results exceeded our internal projections 00:00:26.397 -- 00:00:31.587 set in October, delivering a new record for quarterly sales. 00:00:31.587 -- 00:00:37.963 Thanks to demand pull-in for SoC and memory test systems serving AI-related applications, 00:00:37.963 -- 00:00:42.675 the temporary digestion we had anticipated did not occur, resulting in stronger than 00:00:42.675 -- 00:00:44.716 expected top-line performance. 00:00:44.716 -- 00:00:49.782 The results of the third quarter exceeded our expectations at the time of October, and 00:00:49.782 -- 00:00:53.867 we announced the highest sales in the past as a quarter. 00:00:53.867 -- 00:00:59.593 Due to the demand for AI-related SOCs and memory test systems, we shifted 00:00:59.593 -- 00:01:05.100 from the adjusted area we had anticipated and landed at 00:01:05.100 -- 00:01:08.742 a level that exceeded our expectations. 00:01:09.168 -- 00:01:14.539 Q3 operating income and net income also outperformed projections, 00:01:14.539 -- 00:01:20.627 supported by product mix improvement and only moderate increases in SG&A. 00:01:31.375 -- 00:01:36.962 given this solid performance through the first nine months period and solid visibility 00:01:36.962 -- 00:01:42.189 into q4 we are raising our full year fy 2025 guidance 00:01:42.189 -- 00:01:44.011 as follows 00:01:44.011 -- 00:01:46.775 sales of 1.07 7 00:01:46.775 -- 00:01:52.542 trillion yen operating income of 454 billion yen 00:01:52.542 -- 00:01:57.609 net income of 328.5 billion yen and...