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Siemens (SIE) investor relations material
Siemens CES 2026 Keynote summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Keynote vision and industrial AI transformation
AI is positioned as the next general-purpose technology, transforming industry as profoundly as electricity did, with a focus on embedding intelligence into real-world systems at scale.
Industrial AI is accelerating, with expectations that intelligence will be embedded in everyday systems within seven years, driving real-world impact across design, manufacturing, and infrastructure.
Reliable, scalable, and responsible AI deployment is emphasized, with a comprehensive stack integrating software, hardware, domain expertise, and partnerships, all accessible via the Siemens Xcelerator Marketplace.
Partnerships with leading tech firms like NVIDIA, AWS, and Microsoft are central to scaling industrial AI, enabling massive compute power and real-time digital twins for autonomous operations.
Real-world examples include AI-driven adaptive manufacturing, digital twins for shipbuilding, and AI-powered supply chain resilience and sustainability.
Strategic partnerships and technology showcases
Siemens and NVIDIA are deepening collaboration in five areas: AI-native chip design, AI-native simulation, adaptive manufacturing, AI factories, and mutual technology adoption.
AI-native chip design leverages digital twins and GPU acceleration to speed up and optimize chip and system development, aiming for agentic EDA tools that propose new designs.
AI-native simulation accelerates engineering workflows, enabling real-time, physics-informed digital twins for industries like automotive and energy.
Adaptive manufacturing is being realized with fully AI-driven sites, starting in Germany in 2026, and expanding through partnerships with companies like Foxconn.
AI factories, or next-generation data centers, are being designed and operated using digital twins to ensure zero schedule delays and maximum uptime, with Siemens' automation and grid expertise.
Customer impact and industry applications
PepsiCo is leveraging Siemens' Digital Twin Composer and AI to optimize manufacturing, warehousing, and logistics, achieving a 20% efficiency increase and 10-15% CapEx reduction in pilot sites.
KION and Elvia are using digital twins and AI to transform supply chains and maximize grid capacity, respectively, demonstrating broad applicability across sectors.
Unlimited Tomorrow uses Siemens and AWS solutions to deliver affordable, personalized prosthetics at scale, reducing time-to-market and cost by 90%.
Hero MotoCorp migrated its product development to Teamcenter X on AWS, targeting a 50% reduction in development time and global collaboration, with AI-driven design reuse and digital thread integration.
Disney, Haddy, and Siemens exemplify ecosystem-driven innovation, using large-format 3D printing and digital threads to deliver durable, sustainable, and artistically flexible theme park assets.
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Frequently asked questions
A significant impact on modern society through innovative products
Siemens is a German technology company that operates in various industries globally, including energy, healthcare, transportation, and manufacturing. Their diverse portfolio encompasses products, systems, and services that range from power generation and distribution to medical imaging and diagnostics, from intelligent infrastructure solutions to digital industrial automation. This is in addition to their vast portfolio of products catered towards private individuals.
Over 170 years of innovation
Siemens, founded in Berlin in 1847 by Werner von Siemens and Johann Georg Halske, has a rich history of groundbreaking innovations. One of their earliest breakthroughs was the development of a pointer telegraph, which revolutionized long-distance communication. In the following years, Siemens expanded into various industries, introducing advancements such as the electric dynamo, the first electric elevator, and the electric streetcar. Throughout the 20th century, Siemens continued to innovate and evolve, contributing to the fields of power generation, automation, medical technology, and transportation. Some notable breakthroughs include the development of the first X-ray tube, the introduction of the world's first automatic traffic light, and advancements in power transmission technology. Today, Siemens remains dedicated to technological advancements and innovation, driving progress in areas like digitalization, renewable energy, and industrial automation.
Some of Siemens’s competitors include other global companies such as GE, ABB, and Toshiba.
A massive company with a global presence
Siemens offers a wide range of products and services tailored to businesses and organizations in a wide array of different industries. In the energy sector, they provide solutions for power generation, transmission, and distribution, including gas and steam turbines, wind turbines, and grid automation systems. In healthcare, Siemens offers advanced medical imaging and laboratory diagnostics equipment, as well as healthcare IT solutions. Their transportation offerings include systems for railways, signaling and control systems, and intelligent traffic solutions. Additionally, Siemens provides digital industrial automation solutions, building technologies, and smart infrastructure solutions.
Not just B2B
Siemens offers a range of products and solutions for private individuals in various areas of everyday life. For homes, they provide appliances and systems for kitchen, laundry, and household needs, including refrigerators, washing machines, and smart home automation solutions. This simply scratches the surface of what Siemens produces for consumers, and together with their products aimed at commercial customers, the product range of the company can not be described as anything other than enormous and incredibly diverse.
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