Semiconductor Business Growth
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ams OSRAM's Strategic Focus Pays off With Strong FCF of EUR 43 m in Q3 and 9 % Comparable Growth in Its Core Semiconductor Business
Businesswire· 2025-11-18 08:02
Core Viewpoint - The core semiconductor business of the company has shown growth in line with the target operating model, indicating a positive performance despite external challenges [1] Financial Performance - The company is expected to deliver a stronger second half in terms of top-line, bottom-line, and cash flow, despite facing a weaker US Dollar and higher raw material prices [1] Business Development - The company is continuously winning new business and is preparing for future growth by launching new technology platforms [1]
Stacy Rasgon: Qualcomm is executing as well as they ever have
Youtube· 2025-11-06 20:50
Joining me now to discuss is Bernstein researchers. Stacy Razgon. Stacy, thank you so much for joining us.You know, in your notes, you you've noted that Qualcomm's had a history of actually putting up some pretty good quarters, but then not being rewarded for it. What's going on here. >> Yeah, you know, I I referred to it at one point a quarter or two ago as the Rodney Dangerfield of semiconductor stocks.And I I hope the audience knows who that is. >> I get it. >> It really has been.They get no respect. And ...