Advanced Energy(AEIS) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Revenue reached $442 million, a 21% year-over-year increase[4,9] - Non-GAAP gross margin was 38.1%, showing a sequential increase[4,9] - Non-GAAP EPS was $1.50, up 76% year-over-year[4,9] - Operating cash flow was $47 million[4] - Total cash was $714 million[4] Revenue Breakdown by Market - Semiconductor Equipment revenue was $209.5 million, up 11.3% year-over-year[17] - Industrial & Medical revenue was $68.6 million, down 13.3% year-over-year[17] - Data Center Computing revenue was $141.6 million, up 94% year-over-year[17] - Telecom & Networking revenue was $21.8 million, down 11% year-over-year[17] Future Outlook - The company forecasts approximately 17% total revenue growth for 2025[7] - Data Center Computing revenue is projected to grow more than 80% in 2025[9] - Q3 2025 revenue guidance is $440 million ± $20 million[21] - Q3 2025 non-GAAP EPS guidance is $1.45 ± $0.25[21]