Auo Corp S/Adr New (AUOTY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to AUO Corporation 2025 Second Quarter Financial Results Conference. Before the meeting starts, all lines are being placed on mute. After the presentations and statements from the management team, there will be a questions and answer session. I would like now to hand over to Jerry Hsu, Senior Art Director of AUO. Ladies and gentlemen, good afternoon. I'm Jerry Hsu from AUO's Art Department. On behalf of the company, I would like to welcome you to participate in our second quarter financial results conference. I'm joined by four executives, Chairman and Group Chief Strategy Officer, Paul Peng, CEO and President, Frank Ke, Senior VP of the Display Strategies Business Group, James Chen, and our CFO, David Zhang. The format of today's meeting follows. First of all, our CFO will go over our second quarter financial results and provide you with the guidance for the third quarter. Then Paul and Frank will provide you with opening remarks and business updates, and we will shift into the Q&A session. We have collected questions from analysts before the meeting. We will address those questions in the first part of the Q&A session. Afterwards, if there are still more questions, we will open a line for you to call and pose questions. Before I turn over to David, please allow me to remind you that all forward-looking statements contain risks and uncertainties. Please also spend some time to read the safe harbor notice on slide number two. David, please. Ladies and gentlemen, good afternoon. I'm David. I would like to go over our Q2 results and our Q3 outlook. Q2 revenue came in at $69.2 billion down by 4% QQ, mainly due to the unbearable impact of the stronger NT dollar against the dollar in Q2, which accounted for about a 4.6% downside. Excluding the impact of exchange r...