Trion Red
Analyst at Derenberg
Replay available
X-Fab Silicon Foundris Se (XFABF) Q2 2025 Earnings Call
X-Fab Silicon Foundris Se (OTC: XFABF) Q2 2025 earnings conference call, held 2025-07-31. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Alba Morganti
CFO
Guy Sips
Analyst at KBC Securities
Robert Sanders
Analyst at Dutch Bank
Michael Roog
Analyst at DeGroof Petercam
Rudy De Winter
CEO
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for X-fab Silicon Foundries Se.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.456 Hello and welcome to XFAB second quarter 2025 results conference call. 00:00:05.456 -- 00:00:10.881 On today's call we have Rudy De Winter, CEO and Alba Morganti, 00:00:10.881 -- 00:00:16.045 CFO. Please note this call is being recorded and for the duration of the call 00:00:16.045 -- 00:00:21.170 your lines will be on listen only. However, you will have the opportunity to ask 00:00:21.170 -- 00:00:25.934 questions at the end of the call. This can be done by pressing star 1 on your telephone 00:00:25.934 -- 00:00:31.428 keypad to register your question. And if you require assistance at any point, please 00:00:31.428 -- 00:00:35.433 press star zero and you will be connected to an operator. 00:00:35.433 -- 00:00:40.219 I will now hand over to your host, Rudy De Winter, to begin today's conference. 00:00:40.219 -- 00:00:41.681 Thank you. 00:00:41.681 -- 00:00:47.048 Thank you very much. Welcome to the XFAP second quarter 2025 00:00:47.048 -- 00:00:49.171 results call. 00:00:49.171 -- 00:00:54.838 In the second quarter, we recorded revenues of $215 million, up 5% 00:00:54.838 -- 00:00:58.840 year-on-year and up 5% quarter-on-quarter. 00:00:58.840 -- 00:01:04.168 Excluding the FRS-15 impact, the quarterly revenue was $218 million, 00:01:04.168 -- 00:01:09.776 which is well above the guidance of $200 to $210 million. 00:01:09.776 -- 00:01:14.803 The second quarter revenue in our core markets, automotive, industrial, medical, was 00:01:14.803 -- 00:01:17.426 $206 million, 00:01:17.426 -- 00:01:22.273 up 8% year-on-year and up 9% quarter-on-quarter. 00:01:22.273 -- 00:01:27.340 This is the highest quarter in the last six quarters and is now growing for 00:01:27.340 -- 00:01:32.641 two quarters in a row. 225 is progressing more favorably 00...