Earnings Call Summary | AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS(AMSSY.US) Q2 2024 Earnings Conference
Earnings Call Summary | AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS(AMSSY.US) Q2 2024 Earnings Conference
Adjusted EBITDA rose to €135 million, a 9% increase from Q1, supported by improvements in factory loading and structural savings; adjusted EBIT margin stood at 6.8%, a substantial improvement from 5.2% in Q1.The following is a summary of the Ams-OSRAM AG (AMSSY) Q2 2024 Earnings Call Transcript:
以下是Ams-OSRAm AG (AMSSY)2024年第二季度業績會議呼叫記錄摘要：
Financial Performance:
金融業績：
Q2 group revenues were €890 million, a slight decrease from Q1 due to seasonal declines primarily in the Lamps and Systems segment.
Year-over-year revenue slightly decreased by 3% on a like-for-like and constant currency basis.
Adjusted EBITDA rose to €135 million, a 9% increase from Q1, supported by improvements in factory loading and structural savings; adjusted EBIT margin stood at 6.8%, a substantial improvement from 5.2% in Q1.
第二季度集團營收爲8,900萬歐元，與第一季度相比略有下降，主要是由於Lamps和Systems部門的季節性下滑。
按同比和恒定貨幣計算，營業收入略有下降3%。
調整後的EBITDA從第一季度的1.35億歐元上升了9％，得益於工廠負載率的提高和結構性節約；調整後的EBIT利潤率爲6.8％，顯著提高自第一季度的5.2％。
Business Progress:
業務進展：
The semiconductor business reported an 8% quarter-over-quarter revenue increase driven by automotive and industrial applications.
Significant progress in product innovation, particularly in automotive semiconductors with a 6% year-over-year growth.
Secured over €2.5 billion in lifetime design wins, indicating strong future revenue potential.
半導體業務報告了季度環比增長8％，由汽車和工業應用驅動。
在產品創新方面取得了顯著進展，特別是在汽車半導體領域，同比增長達6％。
獲得了超過25億歐元的終身設計之後，預示着強大的未來收入潛力。
Opportunities:
機會：
Expanded automotive semiconductor capabilities with design wins in forward lighting solutions, totaling over €100 million in expected lifetime revenue.
Introduced high-precision temperature and position sensing products, securing €50 million in design wins.
Increased focus on differentiated technology for sensor interfaces in the industrial space and ambient light sensing in consumer electronics.
擴大了汽車半導體的能力，獲得了前燈解決方案的設計獲勝，預計終身收入超過1億歐元。
推出高精度溫度和位置傳感產品，獲得5,000萬歐元的設計獲勝。
在工業領域大力推動傳感器接口的差異化技術以及消費電子中的環境光感應。
Risks:
風險：
Incremental revenue from automotive products may weaken further due to globally reduced car production forecasts.
Inventory corrections in industrial and medical markets are expected to continue affecting sales adversely.
由於全球汽車生產預測減少，汽車產品的增量收入可能會進一步減弱。
工業和醫療市場的庫存調整預計將繼續對銷售產生不利影響。
More details: AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS IR
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譯文內容由第三人軟體翻譯。
