Replay available

Advantest Corp Sp/Adr (ATEYY) Q3 2025 Earnings Call

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

Wed, January 28, 2026 at 3:00 AMendedReplay
Advantest Corp Sp/Adr (ATEYY) Q3 2025 Earnings Call

Hosted by

Featured presenters

Mr. Wadaki

Analyst, Morgan Stanley MUFG

Mr. Hirakawa

Analyst, BofA Securities

Mr. Yamamoto

Analyst, Mizuho Securities

Mr. Nakamura

Analyst, Goldman Sachs Japan

Sanjeev Mohan

Senior Vice President

Mr. Yoshida

Analyst, CLSA Securities

Mr. Shibano

Analyst, Citigroup Global Markets Japan

Mr. Yasui

Analyst, UBS Securities

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Replay transcript excerpt

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...