)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Renesas Electronics (6723) investor relations material
Renesas Electronics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 revenue was ¥334.2 billion, up 2.9% sequentially but down 3.2% year-over-year, with sales in line with plans and channel sales slightly above due to lower inventory.
Automotive segment saw production and inventory adjustments, especially in China, leading to a decline, while 28nm microcontrollers and Gen4 SoCs are ramping up.
Industrial and IoT segments showed strong recovery and robust demand in AI infrastructure and data center products, while Consumer IoT experienced a seasonal Q4 decline but maintained a positive trend.
Altium and Transphorm acquisitions are progressing, with cost synergies and organic growth on track; platform transformation and user base expansion underway.
Comprehensive loss for the nine months was ¥278.7 billion, mainly due to Wolfspeed-related valuation losses.
Financial highlights
Q3 revenue: ¥334.2 billion; gross margin: 57.6%; operating income: ¥103.2 billion (margin 30.9%); net income: ¥88.2 billion; EBITDA: ¥122.5 billion.
Revenue exceeded forecast by 1.3%, mainly due to yen depreciation and strong AI, server, and PC product sales.
IFRS gross margin improved to 56.4% for the nine months, but operating margin declined to 13.8% from 19.0% a year ago.
Free cash flow was positive at ¥202.2 billion for the nine months, despite a net loss.
Basic and diluted EPS were negative at ¥(38.28), compared to ¥110.44 last year.
Outlook and guidance
Q4 revenue guidance: ¥340 billion (midpoint), up 1.7% Q/Q and 16.2% Y/Y, with most Q/Q growth from FX.
Full-year 2025 revenue forecast: ¥1,300.1–1,315.1 billion, down 2.5–3.6% year-over-year.
Q4 gross margin forecast: 57.0%; operating margin: 27.5%.
Non-GAAP gross margin expected at 57.0%, and operating margin at 28.5%.
FX sensitivity: 1 yen change in USD impacts Q4 revenue by ¥1.7 billion and operating income by ¥0.7 billion.
What cycle drives Japan's auto strength?
What factors contribute to Europe's auto weakness?
How does customer mix impact China's auto outlook?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Renesas Electronics earnings date
Q4 20254 Feb, 2026
Next Renesas Electronics earnings date
Q4 20254 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
)
)
Frequently asked questions
Renesas Electronics Corporation is a global supplier of semiconductor solutions, specializing in microcontrollers, analog, power, and SoC (System on Chip) products. The company plays a crucial role in powering a wide array of applications across diverse markets, including automotive, industrial, home electronics, office automation, and information communication technology. With its comprehensive product lineup, Renesas supports the development of advanced technologies in fields such as ADAS (Advanced Driver Assistance Systems), autonomous driving, smart cities, and IoT (Internet of Things). The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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