Elmos Semiconductor Ag (ELTTF) Q1 2025 Earnings Call

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WEBVTT 00:00:00.233 -- 00:00:04.580 Good morning, ladies and gentlemen, and welcome to the Elmos Semiconductor SE conference 00:00:04.580 -- 00:00:09.608 call regarding the Q1 2025 results. At this time, all participants 00:00:09.608 -- 00:00:13.574 have been placed on a listen-only mode. The floor will be open for questions following 00:00:13.574 -- 00:00:17.580 the presentation. Let me now turn the floor over to your host, Dr. 00:00:17.580 -- 00:00:20.502 Arne Schneider, CEO. 00:00:21.206 -- 00:00:25.253 Ladies and gentlemen, good morning from Leverkusen, and welcome to the Elmos conference 00:00:25.253 -- 00:00:28.354 call for the first quarter 2025. 00:00:28.634 -- 00:00:33.061 Thank you very much for your participation and your interest in our company. 00:00:33.061 -- 00:00:36.726 I would particularly like to welcome our new analysts, 00:00:36.726 -- 00:00:41.193 Amelie and Gustav from Berenberg, who have started to cover Elmos last week. 00:00:41.193 -- 00:00:45.980 So together with our longstanding analysts, of course, welcome to all of you. 00:00:45.980 -- 00:00:50.003 They provide a broad coverage for investors. 00:00:50.226 -- 00:00:54.652 Ladies and gentlemen, in a very challenging environment, I can report a solid start into 00:00:54.652 -- 00:00:58.503 the new fiscal year in line with our expectations. 00:00:58.503 -- 00:01:01.968 Let me start with an update about the current market environment. 00:01:01.968 -- 00:01:06.015 The automotive semiconductor market is still impacted by lower order levels as customers 00:01:06.015 -- 00:01:09.120 continue to reduce their inventories. 00:01:09.120 -- 00:01:15.590 Visibility is also still weaker than normal due to the ongoing short-term order behavior. 00:01:15.590 -- 00:01:20.277 In addition to the overall subdu...