Soitec, Bernin Ord New (SLOIF) Q1 2027 Earnings Call

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WEBVTT 00:00:00.051 -- 00:00:05.134 Welcome to Soitec first quarter sales presentation for fiscal year 2027. 00:00:05.134 -- 00:00:10.197 Today's conference will be hosted by Laurent Roman, Chief Executive Officer, and Albin 00:00:10.197 -- 00:00:14.699 Jackmont, Chief Financial Officer. For the first part of the conference, the participants 00:00:14.699 -- 00:00:19.562 will be on listen-only mode. During the questions and answers session, participants will 00:00:19.562 -- 00:00:24.645 be able to ask questions by dialing hashtag 5 on their telephone keypad. 00:00:24.645 -- 00:00:28.928 Now I will hand the conference over to Laurent Roman to begin today's conference. 00:00:28.928 -- 00:00:31.408 Please go ahead. 00:00:32.822 -- 00:00:38.866 Hello, everyone, and thank you for joining us today for Soitec's first quarter 00:00:38.866 -- 00:00:44.690 2027 sales conference call. I'm Laurent Raymond, CEO of Soitec. 00:00:44.690 -- 00:00:50.214 With me on the call today, Albin Jacquemont, our CFO, and 00:00:50.214 -- 00:00:56.337 Alex Petovary, head of investor relations, financing, and treasury. 00:00:56.453 -- 00:01:01.574 Before turning to the quarter, let me briefly explain why we decided 00:01:01.574 -- 00:01:05.254 to bring forward to this publication. 00:01:05.675 -- 00:01:10.856 Since the start of the second quarter, customer demand for photonic SOI has 00:01:10.856 -- 00:01:14.056 accelerated faster than expected. 00:01:14.056 -- 00:01:19.157 At the same time, the action plan I set out to increase our photonic 00:01:19.157 -- 00:01:24.871 SOI production output has started to deliver positive results. 00:01:24.871 -- 00:01:30.332 These developments gave us materially greater visibility on the pace 00:01:30.332 -- 00:01:35.793 of our photonic SOI ramp. Consistent with...