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Himax(HIMX) - 2025 Q2 - Earnings Call Presentation
2025-08-07 12:00
Financial Performance & Guidance - Q2 2025 revenue reached $214.8 million [4] - Q2 2025 gross margin exceeded guidance at 31.2% [4] - Q2 2025 EPS was 9.5 cents, within the guidance of 8.5 to 11.5 cents [5] - Q3 2025 revenue is expected to decrease by 12% to 17% QoQ [28] - Q3 2025 net loss is projected to be 2.0 cents to 4.0 cents per diluted ADS [28] Segment Performance - SMDDIC (Small & Medium Display Driver IC) revenue in Q2 2025 was $144.5 million [7], a decrease of 4.0% QoQ [11] - LDDIC (Large Display Driver IC) revenue in Q2 2025 was $24.9 million [7], a decrease of 0.6% QoQ [10] - Non-Driver revenue in Q2 2025 was $45.4 million [7], an increase of 14.7% QoQ [16] Business Outlook & Strategy - The company maintains a conservative outlook for Q3 and is controlling expenses while reducing procurement costs [30] - The company is accelerating geographic diversification of foundry & backend to address customer needs [30] - The company holds the No 1 global market share across all segments of auto display ICs [31]