Earnings Call Summary | AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS(AMSSY.US) Q4 2023 Earnings Conference
Earnings Call Summary | AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS(AMSSY.US) Q4 2023 Earnings Conference
The following is a summary of the Ams-OSRAM AG (AMSSY) Q4 2023 Earnings Call Transcript:
以下是艾姆斯欧司朗股份公司（AMSSY）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Ams-OSRAM reported Q4 group revenues of EUR908 million, showing a slight quarter-on-quarter increase.
Revenue declined 10% year-over-year after adjusting for divestments in the Lamps & Systems segment.
Adjusted EBIT margin stood at 6.9%, slightly above the midpoint of the guided range.
The Semiconductor segment posted revenues of EUR629 million, down by 3% from Q3.
The company reported a Q4 adjusted gross profit of €260 million, with a gross margin of 28.7%.
2023 revenue was lesser compared to 2022 primarily due to portfolio cleanup and lost consumer program sockets.
Operating cash flow in 2023 was stronger due to higher factoring.
艾美欧司朗公布的第四季度集团收入为 EUR908 百万美元，同比略有增长。
经灯具与系统板块的撤资调整后，收入同比下降了10％。
调整后的息税前利润率为6.9％，略高于指导区间的中点。
半导体板块公布的收入为 EUR629 百万美元，较第三季度下降了3％。
该公司报告称，第四季度调整后毛利为2.6亿欧元，毛利率为28.7％。
与2022年相比，2023年的收入有所减少，这主要是由于投资组合的清理和消费者计划损失所致。
由于保理率的提高，2023年的运营现金流增强。
Business Progress:
业务进展：
Strong design win momentum was experienced in 2023, particularly in the automotive sector, with total design win volume of over EUR5 billion across all products and applications.
New developments in CT scan photon counting sensors, light emitting diodes for home cinema applications, and micro-LED technology have begun delivering revenues.
Despite expected challenges, the company anticipates positive contributions in 2024 driven by design win prospects and continued execution of the 'Re-establish the Base' program.
They are also expanding presence in China's automotive semi-sector and achieving innovations in photon counting sensors and high-performance blue-emitting lasers.
The company plans divestments throughout 2024 and is engaged in ongoing negotiations.
Ams-OSRAM has finalized the first phase of its industry-first 8-inch Kulim manufacturing facility.
The company targets achieving revenues of €3.6 billion to €4.1 billion in '26 with a 15% adjusted EBIT and anticipates positive free cash flow in '24.
2023 年出现了强劲的设计胜利势头，尤其是在汽车领域，所有产品和应用的设计中标总额超过 50 亿欧元。
CT扫描光子计数传感器、用于家庭影院应用的发光二极管以及micro-LED技术的新发展已开始带来收入。
尽管预计会面临挑战，但该公司预计，在设计胜利前景和 “重建基地” 计划的持续执行的推动下，2024年将做出积极贡献。
他们还扩大了在中国汽车半导体领域的影响力，并在光子计数传感器和高性能蓝光发射激光器方面实现了创新。
该公司计划在2024年全年撤资，并正在进行谈判。
艾姆斯欧司朗已经完成了其业界首个 8 英寸居林制造工厂的第一阶段。
该公司的目标是在26年实现收入36亿欧元至41亿欧元，调整后的息税前利润为15％，并预计在24年实现正自由现金流。
More details: AMS-OSRAM AG UNSPN ADR EACH REP 0.50 ORD SHS IR
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