Technoprobe Spa U/Adr (THNBY) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Technoprobe Spa.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.856 I have now pleasure handing over to the CEO, Mr. 00:00:03.856 -- 00:00:07.698 Stefano Felici. Please, the floor to you. 00:00:08.201 -- 00:00:11.806 Good evening and thank you for joining us. 00:00:11.806 -- 00:00:17.954 I'm with Stefano Beretta, our CFO, presenting the first half 2025 results 00:00:17.954 -- 00:00:21.398 and the guidance for the third quarter of this year. 00:00:21.398 -- 00:00:26.238 As usual, Q&A session will follow at the end of the presentation. 00:00:26.238 -- 00:00:32.225 Revenues recorded in the second quarter has been positively affected by, first 00:00:32.225 -- 00:00:37.292 of all, a very good performance coming from BIS related to 00:00:37.292 -- 00:00:42.859 the seasonality of the business. We couldn't benefit last year because of the acquisition 00:00:42.859 -- 00:00:48.365 was finalized at the end of May. Second, by the long tail 00:00:48.365 -- 00:00:53.727 of a big AI campaign started at the end of 2024. 00:00:53.727 -- 00:00:56.171 And third, buy 00:00:56.171 -- 00:01:01.239 as expected new campaign in the customer market. 00:01:01.239 -- 00:01:06.327 From a market standpoint, we confirmed trends discussed in our last call in 00:01:06.327 -- 00:01:08.030 May. 00:01:08.030 -- 00:01:10.894 About artificial intelligence. 00:01:10.894 -- 00:01:16.823 So artificial intelligence is doing very well, confirming an extremely strong trend. 00:01:16.823 -- 00:01:22.077 We are benefiting from our leading position in the testing of the logic chips. 00:01:22.077 -- 00:01:27.222 And we are assuming a progressive and steady increase in demand for advanced 00:01:27.222 -- 00:01:29.524 logic testing solutions. 00:01:29.524 -- 00:01:34.709 Comparing the performance of campaigns in the AI segments 00:01:34.709 -- 00:...