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Kulicke & Soffa(KLIC) - 2025 Q2 - Earnings Call Presentation
2025-05-07 11:59
Q2F25 Financial Performance - Revenue for Q2F25 was $162.0 million[6], a decrease of 2.5% quarter-over-quarter[11] - The company reported a net loss of $(84.5) million[6] and a non-GAAP net loss of $(27.9) million[6] - Diluted EPS was $(1.59), while non-GAAP diluted EPS was $(0.52)[6] - Gross margin was 24.9%[13], operating loss was $(84.7) million[13], and non-GAAP operating loss was $(27.9) million[13] Business Operations and Strategy - Kulicke & Soffa announced its intent to secede EA Equipment on March 31, 2025[6] - The company is prioritizing long-term technology transitions, enhancing opportunities in Ball, Wedge & TCB, and expanding APS & Advanced Dispense[6] - Demand softened in US and SEA markets, while China & Taiwan showed utilization improvements and demand uptake[6] - EA-related charges in Q2F25 amounted to $86.6 million[11], with residual EA expense anticipated to be below $15 million[11] Q3F25 Outlook - The company expects Q3F25 revenue of $145 million, plus or minus $10 million[16] - Operating expenses are projected to be $68.0 million, plus or minus 2%[16] - Diluted EPS is expected to be $0.05, plus or minus 10%[16]