Siemens Ag Spons Adr (SIEGY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen, and welcome to Siemens 2025 Second Quarter Conference Call. As a reminder, this call has been recorded. Before we begin, I would like to draw your attention to the Safe Harbor Statement on page 2 of the Siemens presentation. This conference call may include forward-looking statements. These statements are based on the company's current expectations and certain assumptions and are therefore subject to certain risks and uncertainties. At this time, I would like to turn the conference over to your host today, Mr. Tobias Hartzler, Head of Investor Relations. Please go ahead. Thank you. Good morning, ladies and gentlemen, and welcome to our Q2 conference call. All documents were released this morning and can be found also on our IR website. I'm here today with our CEO, Roland Busch, and our CFO, Rolf Thomas, who will review the Q2 results. After the presentation, we will have time for Q&As. With that, I hand it over to you, Roland. Thank you, Tobias, and good morning, everyone. And thank you for joining us to discuss our second quarter performance and our perspective on the reminder of BISCIC 2025. The last few months demonstrated to all of us how fundamentally and how fast the world is transforming. This has a huge impact on our societies and how companies are operating. You know all these challenges very well and we will talk about the impact of cheap political shifts, tariffs and trade restrictions and about the resulting effects on supply chains in a minute. However, it's worth noting that this phase of change comes with significant opportunities too. In an environment of accelerating technological progress driven by data and AI, we have to fundamentally rebuild our products, processes and the way we operate. It is crucial that we f...