Visteon (VC) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Company ParticipantsKristopher Doyle - VP - IR & FP&ASachin Lawande - President,CEO & DirectorJerome Rouquet - Senior VP & CFOMark Delaney - US Autos & Industrial TechJoseph Spak - Managing DirectorConference Call ParticipantsItay Michaeli - Equity AnalystEmmanuel Rosner - Managing Director - Senior Autos & Auto Technology AnalystColin Langan - Automotive & Mobility AnalystLuke Junk - Senior Research AnalystOperatorThank you for standing by. My na ...

Visteon (VC) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Speaker0Thank you for standing by. My name is Greg, and I will be your conference operator today. At this time, I would like to welcome everyone to Visteon's Second Quarter twenty twenty five Results Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.Speaker1Thank you.Speaker2I would now like to turnSpeaker0the call over to Chris Doyle, Vice President o ...

Market Overview - The Europe reconfigurable battery systems (RBS) market was valued at $897.0 million in 2024 and is projected to reach $3.56 billion by 2035, with a compound annual growth rate (CAGR) of 13.61% from 2025 to 2035 [1][15]. Industry Drivers - The increasing demand for flexible and scalable energy storage solutions across various sectors, including grid stabilization, renewable energy integration, and electric mobility, is driving the growth of the European RBS industry [2][3]. - Ambitious EU climate targets and funding programs, such as national green-energy subsidies and Horizon Europe research grants, are accelerating deployment [4][5]. - The focus on domestic battery production, supported by policies like the Net-Zero Industry Act and Critical Raw Materials Act, is enhancing local sourcing and recycling capabilities [5][14]. Technological Advancements - Developments in cell chemistry, flexible system topologies, and integration with smart-grid platforms are enhancing RBS capabilities [3]. - Innovations in modular battery packs, smart battery management systems (BMS), and reconfigurable hydrogen energy storage are pivotal for improving scalability and efficiency [8]. Market Opportunities - The RBS market presents substantial opportunities for both established players and new entrants, with strategies including mergers and acquisitions, strategic collaborations, and geographic expansion [9]. - The emphasis on reducing carbon footprints and aligning with global energy sustainability goals is further accelerating market expansion [9]. Competitive Landscape - Major players in the European RBS market include technology providers and integrators, with a focus on strategic partnerships and technological collaborations to identify untapped revenue opportunities [10]. - The competitive landscape analysis supports market participants in enhancing their position through innovation and sustainability initiatives [10]. Challenges - High initial investment requirements for advanced BMS and infrastructure can deter smaller players from entering the market [14]. - Regulatory fragmentation and lack of unified technical standards across EU member states can slow cross-border deployments [14][17].

MPS Management August 2, 2024 Forward Looking Statements This presentation includes forward-looking statements that involve risks and uncertainties, including our belief in continued expansion of our product lines, advances in our technology, anticipated market opportunities, gross margin targets, net & operating margin targets, inventory targets, continuing business diversification, growth and opportunities in China and Taiwan, and increasing sales penetration in Japan, Korea, the U.S., Singapore and Europ ...

Visteon (VC) 2025 Conference June 12, 2025 09:00 AM ET Speaker0 Good morning, everyone. My name is Edison Yu. I lead the US Auto's Equity Research here. We have the pleasure of welcoming Visteon, Jerome Roquet, CFO to the conference. Just to provide a little bit of context, Visteon is a global leading tier one supplier of vehicle cockpit solutions ranging from instrument clusters to displays to main controllers. For those of you who are not as familiar, Visteon generated nearly $3,900,000,000 in sales last ...

Core Viewpoint - ON Semiconductor has experienced a significant decline in share price, losing 34.5% year to date, which is a stark contrast to the broader semiconductor industry and technology sector performance [1] Group 1: Financial Performance - In Q1 2025, ON Semiconductor's revenues from the Power Solutions Group (PSG), Analog and Mixed Signals Group (AMG), and Intelligent Sensing Group (ISG) saw substantial declines, with PSG down 26.2%, AMG down 18.7%, and ISG down 19.7% year over year [2] - Automotive revenues, which account for 52.7% of total revenues, fell by 25.1% year over year, while Industrial revenues, making up 27.7% of revenues, declined by 16% year over year [3] - The gross margin for Q1 2025 decreased by 590 basis points to 40%, with management anticipating approximately 900 basis points of non-cash underabsorption charges for Q2 [9] Group 2: Market Dynamics - Weak demand in the automotive sector, influenced by geopolitical tensions and a slowdown in electric vehicle (EV) adoption, has adversely affected ON Semiconductor's growth [3] - The company is facing intense competition from peers such as Magnachip Semiconductor, NXP Semiconductors, and Analog Devices, with their shares also experiencing declines [5] - ON Semiconductor is contending with pricing pressure and low utilization rates, with manufacturing capacity utilized at only 60% in Q1 2025, which is expected to decline further [7][8] Group 3: Growth Opportunities - AI data centers have emerged as a significant growth market for ON Semiconductor, with revenues from this segment more than doubling year over year in Q1 2025 [4] - The company is leveraging its silicon carbide (SiC) technology, having recently acquired Qorvo's SiC JFET assets, and is targeting a 35-40% market share in the near future [13][14] - ON Semiconductor's SiC and silicon-based intelligent power portfolio is increasingly being adopted in uninterruptible power supply (UPS) systems, with expectations of revenue growth between 40% and 50% by 2025 [4][15] Group 4: Future Guidance - For Q2 2025, ON Semiconductor expects revenues between $1.40 billion and $1.50 billion, reflecting a 16.48% decline from the previous year [11] - Non-GAAP earnings for Q2 2025 are projected to be between 48 cents and 58 cents per share, indicating a steep 43.75% decline from the year-ago quarter [12]

Core Insights - Fluence Energy, Inc. has commenced production at a new manufacturing facility in Goodyear, Arizona, focusing on enclosures and battery management system hardware for grid-scale energy storage systems, reinforcing its commitment to domestic manufacturing and U.S. energy security [1][2][4] Company Developments - The new facility is part of Fluence's strategy to onshore production of all major components for grid-scale battery energy storage systems, aiming to meet U.S. demand with domestically manufactured products [2][5] - Fluence is increasing its domestic manufacturing capabilities across several states, including Arizona, Texas, Tennessee, and Utah, with an investment of approximately $700 million, creating over 1,200 manufacturing jobs and 450 construction jobs in 2025 [2][4] Industry Context - The American Clean Power Association announced a commitment from the U.S. energy storage industry to invest $100 billion in American-made grid batteries by 2030, aiming to supply 100% of the U.S. energy storage market with domestic manufacturing within five years [3][4] - The expansion of U.S. energy storage manufacturing is expected to create 350,000 jobs and position the U.S. as a global leader in battery manufacturing [3][4] Strategic Goals - Fluence aims to fully onshore production to serve all U.S. demand with domestically produced energy storage solutions, enhancing supply chain resilience and energy security [5] - The company has deployed or contracted over 20,000 MWh of battery energy storage capacity across more than 80 projects in the U.S., supporting utilities and power producers with advanced storage solutions [5][6]

Ningbo Joyson Electronic Corp | Asia Pacific May 9, 2025 03:15 PM GMT China BEST Conference 2025 Feedback A-DCU project wins: Joyson recently secured an A-DCU (autonomous domain control unit) order based on Black Sesame's C1296 AD chip, and Joyson would become the exclusive DCU supplier for Dongfeng's multiple models to be launched within 2025. Humanoid potential: Joyson can supply up to Rmb50k value content per humanoid, including sensors, battery management system and support frame. While its humanoid bus ...

Hyster-Yale Materials Handling (HY) Q1 2025 Earnings Call May 07, 2025 11:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Hyster Yale Inc. First Quarter twenty twenty five Earnings Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Wednesday, 05/07/2025. I would now like to turn the conference call over to Andrea Seba. Please go ahead. Speaker1 Good morning, and thank you fo ...