Technoprobe Spa U/Adr (THNBY) Q3 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:01.195 -- 00:00:04.981 Good evening and thank you for joining us. 00:00:04.981 -- 00:00:11.150 Together with Stefano Beretta, our CFO, I will go through 2025 nine-month 00:00:11.150 -- 00:00:16.277 results and guidance for the last quarter of this year. 00:00:16.277 -- 00:00:21.044 As usual, Q&A session will follow at the end of the presentation. 00:00:21.044 -- 00:00:26.452 The results achieved in the third quarter are aligned with the guidance shared in August 00:00:26.452 -- 00:00:31.604 and on a sequential basis have been affected by, first, 00:00:31.604 -- 00:00:36.693 The upside coming from the consumer campaign and the long tail of the AI 00:00:36.693 -- 00:00:41.863 campaign we had in the second quarter. Second, the lower contribution 00:00:41.863 -- 00:00:47.673 from BIS, whose results were in line with first quarter 2025 for 00:00:47.673 -- 00:00:49.673 seasonality 00:00:52.121 -- 00:00:53.564 reason. 00:00:53.564 -- 00:00:58.541 Looking at different market segments, First, the artificial intelligence is performing 00:00:58.541 -- 00:00:59.962 exceptionally 00:00:59.962 -- 00:01:05.049 well, confirming an extremely strong trend through the last quarter 00:01:05.049 -- 00:01:07.730 of 2025 and in 2026. 00:01:08.693 -- 00:01:13.920 We maintain our leading position in testing lodging chips this year and we expect 00:01:13.920 -- 00:01:17.604 to confirm this positioning also next year. 00:01:17.604 -- 00:01:23.411 Second, the consumer exposed markets continue to show modest growth 00:01:23.411 -- 00:01:28.875 also in the third quarter As discussed in our previous call, we believe the real boost 00:01:28.875 -- 00:01:32.139 will come from the adoption of AGI. 00:01:32.139 -- 00:01:37.465 Third, the automotive and industrial segments confirm a weaker...