Renesas Electronics Corp (RNECF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. If you like to listen to this session in English, please click the interpretation icon at the bottom of the screen and select English channel. Please select a language by clicking on the translation icon at the bottom of the screen. Now, please turn on the video, speakers. In today's presentation, we have the CEO and CEO of Shibata Hidetoshi, the executive director and CFO of Shinkai Shuhei, and other staff members. Now, I'd like to introduce Mr. Shibata, and then I'd like to introduce Mr. Kiketsu from the third quarter. Next, we'll have a Q&A session. The total time of the session is scheduled to be 60 minutes. The materials used in today's session are the same as those on our website. Mr. Shibata, please turn on your microphone. Good morning, everyone. I'm Shibata. Today, I caught a cold, and I think it's hard to hear because of my hoarse voice. I'm sorry. The temperature has dropped considerably. The school event and the autumn event are all over the place, and my body is full of wind, so I caught a cold. Everyone, please be careful. I think many of you have already seen the third quarter, but in a sense, I think it was a landing as expected. I think you remember, but there may be upsides, but I said last time that we will run carefully, but it is almost as it is. The sales from us are as planned at the beginning. On the other hand, the sales from the channel touched a little on the upside side, and the channel stock fell slightly, which is the result of the third quarter. Therefore, if it remains as it is, it will not go up, so I think it would be nice to be able to expand the channel stock a little for this fourth quarter. As a whole, from the end of the channel, I would say that it is almost a flattish feeling. I think it's about that ki...