Advanced Energy(AEIS) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Revenue for Q3 2025 was $463 million, a 24% increase year-over-year (YoY)[4, 11] - Non-GAAP EPS for Q3 2025 was $1.74, up 78% YoY[4, 11] - Non-GAAP gross margin for Q3 2025 was 39.1%, a 100 basis points increase quarter-over-quarter (QoQ)[4, 11] - Total cash reached $759 million[4] - Operating cash flow was $79 million[4] Market Segment Performance - Data Center Computing revenue increased 21% QoQ and 113% YoY, reaching $172 million[15, 14, 19] - Semiconductor Equipment revenue decreased 6% QoQ but remained relatively flat YoY at $197 million[12, 14, 19] - Industrial & Medical revenue increased 4% QoQ but decreased 7% YoY, totaling $71 million[16, 14, 19] - Telecom & Networking revenue increased 10% QoQ and 24% YoY, reaching $24 million[13, 14, 19] Future Outlook - The company raised its 2025 growth forecast to 20% YoY[9] - Q4 2025 revenue is guided at $470 million, plus or minus $20 million[24] - Q4 2025 non-GAAP EPS is guided at $1.75, plus or minus $0.25[24]