Ams Osram Ag Unsp/Adr (AMSSY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the AMSS Osram Conference Call on Second Quarter twenty twenty six Results and Cybercast. I'm the Chorus Call operator. I would like to remind you that all participants will be in a listen only mode and the conference is being recorded. The presentation will be followed by Q and A session. The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Jurgen Rebel, Head of Investor Relations. Please go ahead. Good morning. This is Jurgen speaking. Welcome to our second quarter twenty twenty six earnings call. Aldo, our CEO, will comment on Vision's performance and strategic progress and Rainer, our CFO, will walk you through the financials. Please refer to the Q2 earnings call presentation that is available on our website. And with that, Aldo, please take us through the quarter. Thank you, Jurgen, and also good morning from my side. We delivered another strong quarter with revenue and adjusted EBITDA both landing at the high end of our guidance range, while continuing to execute on our digital photonics strategy. Let us turn to slide three. Our semiconductor core business grew 13% year on year on a like for like basis driven by automotive strength and improving industrial demand. This is nearly twice the growth implied by our current midterm semiconductor model and underscores share gains. We also delivered record first half design win performance, securing more than €1,600,000,000 of future business just in the second quarter alone. Momentum is building across both our core semiconductor franchise and our digital photonics growth platforms reinforcing confidence in our long term growth trajectory. In Digital Photonics, we achieved several important milestones during the quarter. First...