Soitec SA Capital Markets Day Transcript - Thomson StreetEvents

Soitec SA Capital Markets Day Transcript

Soitec SA Capital Markets Day Transcript - Thomson StreetEvents
Soitec SA Capital Markets Day Transcript
Published Jun 08, 2023
34 pages (25843 words) — Published Jun 08, 2023
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of SOIT.PA corporate analyst meeting

  
Brief Excerpt:

...All right. Let's get started. Hello, everyone. I'm Steve Babureck, SVP, Strategy and Investor Relations for Soitec. Welcome to Soitec 2023 Capital Markets Day. Pleasure to have you here in Paris here with all of us. Thank you for those on the webcast. They are also tuned in. Before we begin and present the agenda, let me just show you the disclaimer. Okay. So we have a busy afternoon here in Paris ahead of us. We're going to be together for the next 3 hours. As usual, we will start first with the CEO vision, then we will discuss strategy, innovation. We will then go over the 3 divisions: Mobile communications, automotive and industrial, smart devices. We will then have our first Q&A session, short break, and then we will resume with a presentation on operations, finance and then our second Q&A. So a busy agenda. And so let's get started immediately. It's my pleasure to introduce Pierre Barnabe, Chief Executive Officer of Soitec. Pierre?...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Soitec SA
Ticker
SOIT.PA
Time
12:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division - Analyst : Thank you, Emmanuel Matot from ODDO BHF. Two questions, please. First, regarding geopolitical tensions, would you say that there are an opportunity or threat for European players such as Soitec, how is the FD-SOI ecosystem is notably developing in China? Are you regarding the option to have licenses there for that technology? And second, I understood last April that the downgrade of your sales target for fiscal year '26 was only related to the negative evolution of the smartphone market. I'm surprised to see that you are less optimistic also for automotive and industrial and more optimistic for smart devices. What are the reasons for those updates on these 2 divisions?

Table Of Contents

Half Year 2024 Soitec SA Earnings Call Transcript – 2023-11-16 – US$ 54.00 – Edited Transcript of SOIT.PA earnings conference call or presentation 16-Nov-23 7:00am GMT

Q1 2024 Soitec SA Corporate Sales Call Transcript – 2023-07-26 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 26-Jul-23 6:00am GMT

Q4 2023 Soitec SA Corporate Sales Call Transcript – 2023-04-27 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 27-Apr-23 6:00am GMT

Q3 2023 Soitec SA Corporate Sales Call Transcript – 2023-01-26 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 26-Jan-23 7:00am GMT

Half Year 2023 Soitec SA Earnings Call Transcript – 2022-11-24 – US$ 54.00 – Edited Transcript of SOIT.PA earnings conference call or presentation 24-Nov-22 7:00am GMT

Q2 2023 Soitec SA Corporate Sales Call Transcript – 2022-10-27 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 27-Oct-22 6:00am GMT

Q1 2023 Soitec SA Corporate Sales Call Transcript – 2022-07-26 – US$ 54.00 – Edited Transcript of SOIT.PA sales update conference call or presentation 26-Jul-22 6:00am GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Soitec SA Capital Markets Day Transcript" Jun 08, 2023. Alacra Store. May 18, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Soitec-SA-Capital-Markets-Day-T15534624>
  
APA:
Thomson StreetEvents. (2023). Soitec SA Capital Markets Day Transcript Jun 08, 2023. New York, NY: Alacra Store. Retrieved May 18, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Soitec-SA-Capital-Markets-Day-T15534624>
  
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