Photronics, Inc. (PLAB) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Photronics first quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1-1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1-1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Ted Monroe, Vice President of Investor Relations. Please go ahead. Thank you, Operator. Good morning, everyone. Welcome to our review of Photonics' Fiscal First Quarter 2026 Financial Results. Joining me this morning are George Macricastas, Chairman and Chief Executive Officer, Eric Rivera, President and Chief Financial Officer, and Frank Lee, Head of Asia Operations. The press release we issued Wednesday morning, along with the presentation materials accompanying our remarks, is available on the Investor Relations section of our website and on the Form 8-K filed with the SEC. This call includes forward-looking statements that involve risks and uncertainties which could cause Photonics results to differ materially from management's current expectations. We encourage you to review the forward-looking statements, disclosure, included in our earnings release and in our most recent SEC filings. In March, I will be attending the upcoming OFC trade show in Los Angeles and would welcome the opportunity to meet with investors. With that, I will now turn the call over to George. Thank you, Ted, and good morning, everyone. Accelerating demand during fiscal Q4 continued throughout fiscal Q1, with sales increasing 4% sequ...