)
Edge27 Aug 2024
The Silicon Empire: TSMC's Revolution and Morris Chang's Legacy
The story of how Morris Chang founded one of the most important companies in history – the world's largest semiconductor foundry – TSMC.
Infineon (IFX) investor relations material
Infineon Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Aug, 2025
Executive summary
Q3 FY25 revenue rose 3% sequentially to €3.704–€3.919 billion, driven by Green Industrial Power, Power & Sensor Systems, and automotive, with segment result margin at 18%.
Inventory corrections are largely complete, with healthy customer and distributor levels, but macroeconomic and geopolitical uncertainties persist.
Strategic focus on AI, energy infrastructure, software-defined vehicles, and sustainability, with the Marvell Automotive Ethernet acquisition set to close soon.
Maintained global leadership in power semiconductors, automotive semis, and microcontrollers, with ongoing innovation in Si, SiC, and GaN technologies.
Sustainability targets validated by SBTi, aiming for CO2 neutrality by 2030 and significant emissions reductions.
Financial highlights
Q3 FY25 revenue: €3.704–€3.919 billion, up 3% sequentially; segment result margin at 18%.
Adjusted gross margin improved to 43% in Q3 FY25; reported gross margin at 40.9%.
Free cash flow in Q3 FY25 was €288–€393 million; investments €442–€731 million; D&A €463–€487 million.
Gross cash at €1.5 billion; gross debt at €5 billion; net debt at €3.4 billion.
EPS for Q3 FY25 was €0.33–€0.37; dividend payout of €0.35 per share for FY24.
Outlook and guidance
Q4 FY25 revenue expected at ~€3.9 billion, with high-teens segment result margin.
FY25 revenue guided at ~€14.6 billion, with at least 40% adjusted gross margin and high-teens segment result margin.
FY25 adjusted free cash flow projected at ~€1.7 billion; investments planned at ~€2.2 billion.
Free cash flow for FY25 expected at €1 billion organically, or minus €1.2 billion including Marvell acquisition.
Guidance assumes $1.15/€ exchange rate and includes Marvell acquisition impact.
Explain the impact of the Marvell acquisition on FY25 FCF.
Detail Q3 revenue changes by segment YoY.
How does the new accounting policy impact financials?
Quantify tariff impact on Q4 revenue.
Step Up program: Quantify cost savings.
Electrification: Is Infineon's view changing?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Infineon earnings date
Q4 202512 Nov, 2025
LIVEat 06:30
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Infineon Technologies AG, a technology company, designs, develops, manufactures, and markets semiconductors and related system solutions worldwide. It offers power management and multimarket solutions, including power semiconductors and integrated circuits and system solutions for automotive, industrial power control, mobile devices, energy efficient homes, smart grid and infrastructure applications. The company also provides logic products; opto semiconductors; micro controllers and sensors; radio frequency identification; memories; discrete components; hard switches; and passive components. Infineon Technologies AG is headquartered in Munich, Germany.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage