Renesas Electronics Corp (RNECF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

みなさま、おはようございます。 Good morning. Good morning, everyone. If you'd like to listen to this session in English, please click the interpretation icon at the bottom of the screen and select English channel. ほんじつは、 Thank you very much for attending the ONSUS Electronics Quarter and Full Year 2025 Learning School. Today, we offer you simultaneous interpretation service. Please utilize the interpretation icon and choose the language of your preference. For speakers, please turn your video on. Today's presentation, we have Representative Executive President and CEO Shibata Hidetoshi, Executive Officer CFO Shinkai Shuhei, and other staffs present. After Shibata has given his words, Shinkai will explain about the fourth quarter and full year earnings. And then we'll go into a Q&A session. We're planning for 60 minutes for this earnings poll. The presentation material that we're using today is available on our website, on our IR site. Mr. Shibata, the floor is yours. Good morning. This is Shibata speaking. So the fourth quarter, I think it was better than our expectations. The end demand, not large, but it has grown. And AI is strong. I think that goes without saying. And on top of that, the industrial applications. It has been slightly moderate than expected, but we have seen a good, strong and robust growth. Towards the first quarter of next fiscal year, I would like to give you an outlook about that. So our revenue outlook, it is as shown in the presentation, but beyond that, the end demand outlook. So automotive, IIoT, we are expecting a moderate growth. Specifically for IIoT, And of course, AI is going to be very strong. And for the industrial, we are expecting solid growth first quarter. Mobile consumer applications due to seasonality will go down. But IIoT, overall, will sho...