Luc Deserte
Analyst
Replay available
X-Fab Silicon Foundris Se (XFABF) Q2 2026 Earnings Call
X-Fab Silicon Foundris Se (OTC: XFABF) Q2 2026 earnings conference call, held 2026-07-30. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Narahari Narasapur
Analyst
Alba Morganti
CFO
Damien Macq
CEO
Tryon Reed
Analyst
Arno De Roost
Analyst
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 00:00:01.622 -- 00:00:06.723 Ladies and gentlemen, welcome to the X-Fab second quarter 2026 results 00:00:06.723 -- 00:00:11.764 conference call. The speakers will be Damien Macq, CEO, and Alba 00:00:11.764 -- 00:00:16.805 Morganti, CFO. For the first part of the conference call, the participants will 00:00:16.805 -- 00:00:21.907 be in listen-only mode. During the question and answer session, participants are able 00:00:21.907 -- 00:00:26.948 to ask questions by dialing pound key 5 on their telephone keypad or through 00:00:26.948 -- 00:00:31.486 the hand raising option on the player. I will now hand the conference over to Damien 00:00:31.486 -- 00:00:36.408 Macq, CEO. The floor is yours. Please, go ahead. 00:00:37.069 -- 00:00:42.131 Thank you, Gaïa. Thank you, everyone. Good evening, everyone, and thank 00:00:42.131 -- 00:00:44.493 you for joining us today. 00:00:44.493 -- 00:00:47.274 The second quarter of 2026 00:00:47.274 -- 00:00:52.376 showed another quarter of disciplined execution in a market environment that 00:00:52.376 -- 00:00:54.456 remains mixed. 00:00:54.456 -- 00:00:57.378 The revenue came in at 00:00:57.378 -- 00:01:02.441 199.8 million USD, down 7% year-over-year 00:01:02.441 -- 00:01:05.643 and up 2% sequentially. 00:01:05.643 -- 00:01:10.465 Excluding revenue recognized over time, revenue was 00:01:10.465 -- 00:01:14.548 196 million USD within the guidance. 00:01:14.548 -- 00:01:17.049 Booking reached 00:01:17.049 -- 00:01:21.611 173.3 million USD, up 2% quarter-on-quarter. 00:01:22.208 -- 00:01:26.689 while backlog ended at $291.8 million. 00:01:28.330 -- 00:01:34.431 Importantly, excluding the temporary impact of the Erfurt end-of-life program, 00:01:34.431 -- 00:01:39.793 our underlying book-to-bill ratio returned above 00:01:39.793 -- ...