Kioxia Hldgs Corp (KXHCF) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

I am Hanazawa, the財務統括責任者. Nice to meet you. First, I would like to explain the highlights of the first quarter of March of 2026. The sales revenue, non-gap business profits, and current net profits, mainly due to the increase in sales costs and the influence of a part of the exchange rate, exceeded the upper limit of the guidance, the recovery from the deluxe trend since the third quarter of last year has been clear. Mainly, the demand for data centers and enterprise SSDs by AI investment continues to rise, and in addition to the demand for flash memory products for mobile and PC markets, By continuing to improve productivity, we will increase our guidance and improve our revenue with all market share. The sales revenue of the first market share was 34.28 billion yen, which is 1.2% less than the total market share. The non-gap operating profit was 45.2 billion yen. The profit rate rose by 2.4 points to 2.4% with a total market share of 2.4 points, which was 13.2%. The change-over profit was 34.31 yen. The sales revenue was 154 yen for the fourth market share of Kawase, and the results were It was sold for 145 yen, which is roughly the same as the yen price and the dollar price, which is a horizontal increase in the total market share, but we were able to improve the profitability. The selling price of our company has been improved for smartphone, PC, and data center for the assumption of guidance. In addition to the increase in sales unit prices for flash memory products for consumers in SSD and storage, the higher the sales unit price relative to the consumer, the higher the sales unit price for flash memory products for consumers, the higher the sales unit price for flash memory products for consumers, the higher the sales unit price for flash memory products for ...