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Axcelis(ACLS) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:30
Financial Performance - Q2 2025 revenue reached $194.5 million[25], exceeding expectations[7] - Non-GAAP diluted earnings per share (EPS) stood at $1.13[7] - GAAP diluted EPS was $0.98[7] - Q3 2025 revenue is projected to be approximately $200 million[29] - Q3 2025 Non-GAAP diluted earnings per share is expected to be around $1.00[29] Revenue Breakdown - Mature process technology accounted for 97% of total shipped system revenue in Q2 2025[13] - Power general mature represented 43% of total shipped system revenue in Q2 2025[14] - Silicon Carbide (SiC) power contributed 40% to shipped system revenue[11] - Other Power (IGBT, etc) made up 15% of shipped system revenue[11] - Memory accounted for 3% of shipped system revenue[11] Geographic Performance - China accounted for 55% of total revenue in Q2 2025[25] - The United States contributed 18% to total revenue in Q2 2025[25] - South Korea accounted for 13% of total revenue in Q2 2025[25]