ams-OSRAM AG Q2 2025 Earnings Conference Call July 31, 2025 3:45 AM ET Call Participants Aldo Kamper - Chairman of the Management Board & CEO Juergen Rebel - Senior Vice President of Investor Relations Rainer Irle - CFO & Member of Management Board Conference Call Participants Harry Blaiklock - UBS Investment Bank, Research Division Janardan Nedyam Menon - Jefferies LLC, Research Division Robert Sanders - Deutsche Bank AG, Research Division Sandeep Sudhir Deshpande - JPMorgan Chase & Co, Research Division Sébastien Sztabowicz - Kepler Cheuvreux, Research Division Juergen Rebel Good morning, everyone. We welcome you to today's call on the second quarter results.
ams-OSRAM AG (OTCPK:AMSSY) Q1 2025 Earnings Conference Call April 30, 2025 3:45 AM ET Company Participants Juergen Rebel - Head of Investor Relations Aldo Kamper - Chief Executive Officer Rainer Irle - Chief Financial Officer Conference Call Participants Janardan Menon - Jefferies Robert Sanders - Deutsche Bank Sebastien Sztabowicz - Kepler Cheuvreux Harry Blaiklock - UBS Sandeep Deshpande - JPMorgan Reto Huber - Research Partners AGH Operator Ladies and gentlemen, welcome to the ams-OSRAM Conference Call on First Quarter 2025 Results and Live Webcast. I'm Moritz, the Chorus Call operator.
Here is how ams-OSRAM AG Unsponsored ADR (AMSSY) and Digital Turbine (APPS) have performed compared to their sector so far this year.
ams-OSRAM has seen significant revenue and share price erosion, but new management's pragmatic decisions increase the potential for a turnaround with double-digit operating margins. Fourth quarter results showed modest beats in revenue and EBITDA despite a challenging environment, with some segments performing better than peers. The company has refocused on high-potential markets like automotive sensing and emitting, medical diagnostics, and robotics, while cutting less promising ventures.
Here is how ams-OSRAM AG Unsponsored ADR (AMSSY) and Digital Turbine (APPS) have performed compared to their sector so far this year.
ams-OSRAM AG (OTCPK:AMSSY) Q4 2024 Results Conference Call February 11, 2025 3:45 AM ET Company Participants Juergen Rebel - Head of IR Aldo Kamper - CEO Rainer Irle - CFO Conference Call Participants Sebastian Sabowvit - Kepler Cheuvreux Janardan Menon - Jefferies Harry Blaiklock - UBS Didier Shemara - Bank of America Jurgen Wagner - Stifel Sandeep Deshpande - JPMorgan Robert Sanders - Deutsche Bank Juergen Rebel Good morning. We welcome you to our latest business and financial update on fourth quarter and fiscal year 2024.
Aldo Kamper, the CEO of Ams Osram, discusses the firm's fourth-quarter earnings and the impact of tariffs on its operations.
Austrian sensor maker ams OSRAM on Tuesday forecast first quarter revenue below or in line with last year's number, citing muted demand for its automotive semiconductors.
ams-OSRAM has faced persistent challenges, but recent results show potential for recovery with improved revenues, EBITDA, and positive free cash flow expected in 2025. Despite risks and past poor performance, ams-OSRAM's market leadership in key sectors and strategic initiatives suggest a long-term upside, warranting a speculative "Buy" rating. The company's fundamentals are improving, with debt management and cost-saving measures ahead of schedule, reducing the immediate need for a capital raise.
ams-OSRAM AG (OTCPK:AMSSY) Q3 2024 Earnings Conference Call November 7, 2024 4:00 AM ET Company Participants Juergen Rebel - Head of IR Aldo Kamper - CEO Rainer Irle - CFO Conference Call Participants Harry Blaiklock - UBS Sebastien Sztabowicz - Kepler Cheuvreux Janardan Menon - Jefferies Didier Scemama - Bank of America Robert Sanders - Deutsche Bank Jurgen Wagner - Stifel Sandeep Deshpande - JPMorgan Operator Ladies and gentlemen, welcome to the conference call and live webcast on the Third Quarter 2024 results. I'm Alice, the Chorus Call operator.
Austrian semiconductor manufacturer ams OSRAM on Thursday forecast lower revenue in the fourth quarter due to uncertainty in the global automotive demand outlook, after posting third-quarter revenue below expectations.
ams-OSRAM AG (OTCPK:AMSSY) Q2 2024 Results Conference Call July 26, 2024 4:00 AM ET Company Participants Juergen Rebel - Head of Investor Relations Aldo Kamper - Chief Executive Officer Rainer Irle - Chief Financial Officer Conference Call Participants Sébastien Sztabowicz - Kepler Cheuvreux Janardan Menon - Jefferies Robert Sanders - Deutsche Bank Sandeep Deshpande - JPMorgan Jürgen Wagner - Stifel Juergen Rebel Good morning. This is Juergen speaking.