Fabrinet (FN) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Garo Toomajanian - VP - IR & Corporate DevelopmentSeamus Grady - CEOCsaba Sverha - CFOKarl Ackerman - Managing Director - Equity ResearchSamik Chatterjee - Executive DirectorSteven Fox - Founder & CEOGeorge Wang - Vice President Conference Call Participants Mike Genovese - Senior Research AnalystRyan Koontz - Senior AnalystTim Savageaux - MD & Senior Research Analyst Operator Good afternoon. Welcome to Fabrinet's Financial Res ...

Fabrinet (FN) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Third Quarter of Fiscal Year twenty twenty five. At this time, all participants are in a listen only mode. Later, will conduct a question and answer session, and instructions on how to participate will be provided at that time. As a reminder, today's call is being recorded. I would now like to turn the call over to your host, Garo Tomajanian, Vice President of ...

Record Third Quarter Revenue Exceeds Guidance Range BANGKOK, May 05, 2025 (GLOBE NEWSWIRE) -- Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its third fiscal quarter ended March 28, 2025. Seamus Grady, Chief Executive Officer of Fabrinet, said, “We had a very strong third quarter with revenue of $872 million ...

EssilorLuxottica 2025 Annual Shareholders’ Meeting All resolutions proposed by the Board of Directors adoptedDividend of Euro 3.95 per share, with option for payment in shares Paris, France (30 April 2025 – 6:00 pm CEST) – EssilorLuxottica Annual Shareholders’ Meeting was held today at 3 Mazarium in Paris. Shareholders approved all 17 resolutions submitted by the Board of Directors to the Ordinary and Extraordinary General Meeting, including the distribution of a Euro 3.95 dividend per share for the financi ...

PRESS RELEASEMÉRIGNAC, FRANCE – 30 APRIL 2025 EXOSENS ANNOUNCES THE AVAILABILITY OF DOCUMENTS AND INFORMATION RELATING TO THE COMBINED GENERAL MEETING OF 23 MAY 2025 Shareholders of Exosens (the ‘Company’) are invited to attend the Combined General Meeting (ordinary and extraordinary) to be held on Friday, 23 May 2025 at 10 a.m. at Apostrophe, 83 avenue Marceau, 75016 Paris, France. The meeting notice, including the agenda and the text of the proposed resolutions, was published in the Bulletin des Annonce ...

Group 1 - Exosens has filed its 2024 Universal Registration Document with the French Financial Markets Authority (AMF) on April 29, 2025, under number R.25-001 [1] - The 2024 Universal Registration Document includes the Group's annual financial report, management report, Board of Directors' report on corporate governance, and sustainability report [1] - The document is available for viewing on Exosens' website and the AMF website, with printed versions obtainable upon request from the company's registered office in Mérignac, France [2] Group 2 - Exosens is a high-tech company with over 85 years of experience in the innovation, development, manufacturing, and sale of high-end electro-optical technologies [3] - The company offers detection components and solutions, including travelling wave tubes, advanced cameras, neutron and gamma detectors, instrument detectors, and light intensifier tubes [3] - Exosens is recognized as a major innovator in optoelectronics, with production and R&D across 11 sites in Europe and North America, employing over 1,800 staff [3] - The company is listed on compartment A of the regulated market of Euronext Paris and is a member of the Euronext Tech Leaders segment, included in several indices such as SBF 120 and MSCI France Small Cap [3]

● 本报记者 王婧涵 从通用大模型到智能体，人工智能技术的升级一直是市场关注焦点。从2024年年报看，人工智能产业链 公司业绩大幅增长，应用场景不断落地赋能千行百业，为上市公司提供新发展动能。 AI赋能千行百业 作为未来社会的发展基础，人工智能对传统行业及新兴行业均产生显著影响。不少上市公司通过人工智 能技术赋能生产经营，或是围绕人工智能应用场景开拓新的业务，打造企业第二增长曲线，实现了高质 量发展并提升公司业绩。 在视源股份"未来一节课"体验区，记者体验了人工智能辅助自动生成课件、教案；智能反馈课堂情况、 智能分析学生学情等丰富的教育教学产品。 2024年，视源股份总收入同比提升11.05%，公司围绕视觉、听觉、触觉及数据四大方向推进以人工智 能为核心的技术布局，落地人工智能+教育、人工智能+办公等应用场景，在智能控制部件和智能终端 及应用上实现业绩增长。 视源股份未来教育集团（希沃）副总裁魏振水表示，数智化赋能课堂教学是时代要求，对重构新型教学 关系有重要意义，公司希沃品牌将秉持数智化教育使命，扎根校园、深入校园，通过人工智能和数智化 技术为消除教育行业的数字鸿沟尽一份力。 不仅教育行业，消费、能源、交通 ...

Financial Data and Key Metrics Changes - Company reported a 13% year-over-year sales growth to $3.7 billion in Q1 2025, with EPS growing more than three times the rate of sales to $0.54 [5][32] - Operating margin expanded by 250 basis points year-over-year to 18% [5][32] - For Q2 2025, the company expects sales to be approximately $3.85 billion and EPS guidance of $0.55 to $0.59, indicating a year-over-year EPS growth of about 21% [6][32] Business Line Data and Key Metrics Changes - Optical communications sales were $1.4 billion, up 46% year-over-year, with net income increasing by 101% [35] - Enterprise sales reached $705 million, up 106% year-over-year, driven by demand for new Gen AI products [35] - Display sales were $905 million, up 4% year-over-year, with a net income margin of 26.9% [37] - Specialty materials sales increased by 10% year-over-year to $501 million, with net income growing 68% [39] - Automotive sales were $440 million, down 10% year-over-year, primarily due to softness in European markets [42] Market Data and Key Metrics Changes - The company noted strong demand for US-made innovations, particularly in optical communications and solar sectors [14][26] - In the solar market, the company expects to grow from a $1 billion business in 2024 to a $2.5 billion business by 2028, driven by increased energy demand and favorable government policies [26][28] Company Strategy and Development Direction - The company is focused on its SpringBoard plan, aiming to add more than $4 billion in annualized sales and achieve a 20% operating margin by the end of 2026 [9][51] - The strategy includes leveraging US manufacturing capabilities to mitigate tariff impacts and capitalize on domestic demand [8][14] - The company is also emphasizing innovation in Gen AI and solar technologies as key growth drivers [22][51] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering the SpringBoard plan even in a potential macroeconomic downturn, citing a risk-adjusted approach to planning [9][21] - The company is seeing early signs of stronger demand for US-made products, which is expected to positively impact financial performance [14][26] - Management reiterated that the direct impact of current tariffs is minimal, with a projected impact of $10 million to $15 million for Q2 2025 [13][34] Other Important Information - The company plans to invest approximately $1.3 billion in capital expenditures and expects to generate significant free cash flow in 2025 [45][46] - The company has a strong balance sheet with a long average debt maturity of about 23 years [47] Q&A Session Summary Question: Pricing power in uncertain markets - Management highlighted their ability to pass on increased costs to customers, particularly in solar and optical segments, due to strong demand and unique product offerings [54][56] Question: Temporary capacity ramp costs - Management clarified that the costs associated with ramping up production are primarily operational expenses, not capital expenditures, and are expected to normalize as production scales [59][60] Question: Visibility in Gen AI orders - Management confirmed strong demand from major hyperscale customers, reinforcing growth expectations despite potential market fluctuations [64] Question: Supply constraints in optical segment - Management acknowledged supply constraints and indicated that pricing power could strengthen further with the introduction of next-generation products [69][71] Question: Customer conversations regarding tariffs and recession - Management noted increasing demand for US-based manufacturing and emphasized the importance of long-term commitments from customers amid tariff uncertainties [78][79] Question: End market demand in display segment - Management expects flat unit demand for displays but anticipates growth in the glass market driven by increasing screen sizes [87][88]

转自：新华财经 在全球数字化浪潮的推动下，光通信技术以其高速、大容量、低损耗的特点，成为信息传输的中坚力量。5G、云计算、物联网等新兴技术的快速普及，对 光通信技术提出了更高的要求。受AI、5G等技术驱动，变革持续深化，数字经济发展进一步提速，光通信领域机遇与挑战并存。 近日，深圳市特发集团有限公司旗下企业深圳市特发信息股份有限公司相继发布了2024年年报、2025年一季报。根据报告显示，2024年，特发信息保持稳健 的经营态势，实现营业收入44.10亿元；经营活动产生的现金流量净额3.73亿元，同比增长68.39%。2025年一季度，受行业季节性周期影响，收入及利润表 现呈阶段性回调，符合"前低后高"的规律性波动。 面对复杂的市场和行业形势，特发信息紧扣"十四五"战略规划，始终坚持党建引领，聚焦核心业务，紧跟行业技术发展趋势，以"产学研用"协同为核心，加 速科技创新和科技成果转化，探索出一条产业数字化、智能化、绿色化发展的新路子，为企业发展注入新动能。 "产学研用"协同创新是推动科技进步和产业发展的重要模式。特发信息积极构建"产学研用"协同创新平台，通过与高校、科研机构以及行业内企业合作，构 建创新生态，实 ...

智通财经4月29日电，博创科技20CM涨停，平治信息、凌云光涨超5%，华丰科技、生益科技、明阳电 路、长飞光纤、通宇通讯等跟涨。消息面上，多家CPO公司一季度业绩大增，其中博创科技一季报净利 润8970.2万元，同比去年增长322652.08%；太辰光一季度净利润7936.96万元，同比增长150%。 CPO概念股震荡反弹 博创科技20CM涨停 ...