Asmpt Ltd (ASMVF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and good evening, ladies and gentlemen. This is Leonard Li from the ASMPT RR team, and I'll be moderating today's call. On behalf of ASMPT, welcome to our 2025 Second Forward Investor Conference call. Thank you all for your interest and continued support. Please note that all participants will be in listen-only mode while the management is presenting. We will start the Q&A session after the presentation. During the Q&A session, priority will be given to the covering analysts. Before we start, let me go through our disclaimer. Please do note that there may be forward-looking statements about the company's business and finances during this call. Such forward-looking statements could involve known and unknown uncertainties and risks that could cause actual results, performance, and events to differ materially from those expressed or implied during this conference call. For reference, the investor relations presentation for our recent results is available on our website. On today's call, we have our Group CEO, Mr. Robin Eng, and our Group CFO, Ms. Katie Hsu. Robin will cover the Group's highlights, outlook, and next quarter's performance, while Katie will provide details on the financial performance. With this, let me now hand this over to Robin. Thank you, Leonard. Good morning and good evening to everyone today. It is a pleasure to have you all on our earnings conference call for the second quarter and the first half of 2025. Now let's start with the key highlights of the first half. Let me begin by saying that the strong demand continues to be driven by the AI tailwinds across our AP and increasingly the mainstream as well. For the first half of 2025, we achieved better than expected bookings, and our revenue guidance for Q3 is above market consensus. The...