Qnity Electronics, Inc. (Q) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Electronics, Inc. Thank you for your continued patience. Your meeting will begin shortly. Electronics, Inc. Good morning and welcome to the QNITY second quarter 2026 conference and webcast call. Currently, all callers have been placed in listen-only mode. And following management's prepared remarks, the call will be open for your questions. I will now turn the call over to Meg Miller, Vice President of Global Communications. You may begin. Thank you and welcome to our second quarter 2026 earnings call. I'm joined by John Kemp, CUNY's Chief Executive Officer, and Mike Goss, CUNY's Interim Chief Financial Officer. Earlier today, we issued our earnings release along with a supplemental slide presentation, which can be found on our investor relations website. Before we begin, I'd like to remind you that today's discussion will include some forward-looking statements. These statements represent our best view of predictions and expectations for the future, but numerous risks and uncertainties may cause actual results to differ. Please refer to our earnings release and SEC filings for a discussion of these risks. We'll also be discussing certain non-GAAP financial measures, and I refer you to our earnings materials for information regarding our non-GAAP financial measures and reconciliations to the most directly comparable GAAP measure. And now it's my pleasure to turn it over to John. Thank you for joining our call this morning. Last quarter, we talked about how the fundamental shift from shrink to stack is becoming the driving force behind technological advancement in the semiconductor industry. Innovation is spanning well beyond transistor shrink to focus on connecting chips in new and innovative ways that will unlock the next frontier of computing. As the stack gets tal...