Ams Osram Ag Unsp/Adr (AMSSY) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day, and welcome to the AMSS Osram q one twenty six results credit investor q and a call. My name is Regina, and I'll be your Evercore coordinator. The format of the call includes prepared remarks from the company followed by a question and answer session. At which point, attendees will have an opportunity to ask questions live. Attendees are also welcome to submit questions in writing via the ask a question button found on the upper right of the ZIELL roadshow. At this time, I will turn the call over to Nobel with AMSSY Osram. You may now begin. Hello. Good afternoon, everyone. Good morning to the YACs. If you're already up, this is Jurgen speaking. Welcome to today's call on our first quarter twenty six results, specifically for credit investors. With me is Rainer, our CFO, who will walk you through the Q1 earnings call presentation. Rainer, the stage is yours. How did we do in Q1? Yeah. Thank you, Jorg. It's afternoon or morning in The US. Yeah, how did we do it? If look at the share price, we obviously did pretty well. Now, we quickly go through the presentation. Let's start with page three. Overall, we delivered a very strong first quarter and made further tangible progress towards our ambition of becoming a focused digital photonics powerhouse. On a like for like basis, our semiconductor corporate credit grew by 9% year on year, clearly underlining that our strategic focus is the right one. Group revenue came in well above the midpoint of our guidance range. Adjusted EBITDA reached the upper end. The time win momentum continues unabated across all end markets. From a digital photonics perspective, we achieved two important milestones in the quarter. The first one, we are in the process of extending our portfolio of optical components that are decisive for ...