Earnings Call Summary | Kulicke & Soffa Industries(KLIC.US) Q2 2024 Earnings Conference
Earnings Call Summary | Kulicke & Soffa Industries(KLIC.US) Q2 2024 Earnings Conference
The following is a summary of the Kulicke & Soffa Industries, Inc. (KLIC) Q2 2024 Earnings Call Transcript:
以下是Kulicke & Soffa Industries, Inc.（KLIC）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Kulicke & Soffa Industries reported Q2 2024 revenue of $172.1 million with a 9.6% gross margin.
Following unique charges, the gross margin would've aligned with the previous quarter's figures.
The report included pre-tax charges of $105.5 million due mainly to the cancellation of 'Project W'.
An increase in open market repurchases by 40% was observed in Q2.
An estimated Q3 revenue of $180 million with a 47% gross margin is anticipated.
Kulicke & Soffa Industries報告稱，2024年第二季度收入爲1.721億美元，毛利率爲9.6％。
扣除特殊費用後，毛利率將與上一季度的數字一致。
該報告包括1.055億美元的稅前費用，這主要是由於取消了 “W項目”。
第二季度公開市場回購量增加了40％。
預計第三季度收入爲1.8億美元，毛利率爲47％。
Business Progress:
業務進展：
Kulicke & Soffa have cancelled 'Project W' to redirect resources to strategic initiatives focusing on Memory, Advanced Dispense and Advanced Packaging solutions.
They are expanding their business to high-precision dispense opportunities within the advanced packaging, battery assembly, and display markets.
Their Thermocompression binding is gaining momentum and their book-to-bill for the quarter is approximately 1.
A crucial 1000 unit order for their wire bonder from a China-based customer, focus on heterogeneous integration and shipments for Advanced Logic and Memory, as well as recovery in the NAND sector, point to promising business growth.
With customer interest and inquiries on the rise, they expect high volume purchases in the future as well as a ramp in early FY25 due to increased demand and utilization rates.
Kulicke & Soffa取消了 “W項目”，將資源轉移到專注於存儲器、高級分配和先進封裝解決方案的戰略計劃上。
他們正在將業務擴展到先進封裝、電池組裝和顯示器市場中的高精度點膠機會。
他們的熱壓縮裝訂勢頭增強，本季度的賬面出貨量約爲 1。
一家中國客戶向其焊線機訂購了重要的1000個單元，該訂單側重於Advanced Logic和內存的異構集成和出貨，以及NAND行業的復甦，都表明業務增長前景看好。
隨着客戶興趣和詢問的增加，他們預計未來將出現大量採購，並且由於需求和利用率的增加，25財年初的購買量將增加。
More details: Kulicke & Soffa Industries IR
更多詳情： Kulicke & Soffa 工業紅外
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。