Soitec SA (SLOIY) Shareholder/Analyst Call Transcript
Soitec maintains a Buy rating as its photonics segment is poised for multi-year, triple-digit growth driven by data center demand. Inventory correction in mobile and RF-SOI segments should resolve within a year, unlocking operational leverage and accelerating free cash flow growth. Factory utilization and disciplined CapEx support positive FCF; balance sheet remains robust with minimal liquidity risk and manageable debt.
Chief Executive Laurent Remont, who took the reins in April, said restoring positive free cash flow was a necessary step toward sustainable, profitable growth.
Semiconductor wafer maker Soitec has appointed Laurent Remont as its new chief executive officer, to replace Pierre Barnabe from April, the French company said on Thursday.
Soitec SA (OTCPK:SLOIY) Q2 2026 Earnings Call November 20, 2025 2:00 AM EST Company Participants Pierre Barnabé - CEO & Director Albin Jacquemont - Chief Financial Officer Conference Call Participants Aleksander Peterc - Sanford C. Bernstein & Co., LLC.
French semiconductor materials supplier Soitec on Wednesday cut its sales forecast for 2025, citing a couple of customers asking to put some deliveries on hold due to worsening conditions in automotive and consumer markets.
Soitec will supply GlobalFoundries (GF) with its RF-SOI wafers for GF's latest radio platform.
French semiconductor materials supplier Soitec reported a 16% drop in its half-year sales, citing lower volumes due to persistent "inventory digestion" across the smartphone value chain and a softer automotive market.