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Soitec
Soitec (SOI) investor relations material
Soitec Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary4 Feb, 2026
Executive summary
Leadership transition underway, with Laurent Rémont appointed CEO effective April 1, 2026, as the company enters a new growth phase after successful diversification and stabilization.
Q3'26 revenue reached €160 million, up 18% sequentially from Q2'26 at constant exchange rates and scope, but down 29% year-over-year as reported, exceeding guidance.
Strong performance in Artificial Intelligence offset by continued weakness in Automotive and ongoing RF-SOI inventory correction.
Focus remains on operational excellence, disciplined cost and cash management, and aligning capacity with demand amid challenging market conditions.
The company has doubled R&D investment over four years, diversified its product portfolio, and rebuilt customer relationships globally.
Financial highlights
Q3 revenue was EUR 160 million, down 22% year-over-year at constant scope and FX, and down 29% year-over-year as reported, with a 7% negative currency impact.
Sequential revenue increased 18% organically from Q2, exceeding guidance.
Nine-month revenue reached EUR 390 million, down 26% year-over-year organically and down 31% year-over-year as reported, mainly due to RF-SOI undershipment and inventory corrections.
Mobile Communications contributed 56% of Q3'26 revenue, Edge & Cloud AI 34%, Automotive & Industrial 10%.
Outlook and guidance
Q4 is expected to see around 20% organic revenue growth versus Q3 at constant exchange rates and scope.
Mobile communications should improve sequentially, while Edge and Cloud AI is expected to maintain strong momentum, driven by demand for Photonics-SOI and FD-SOI wafers.
Automotive and industrial will remain soft but benefit from seasonal deliveries and a specific contract.
Cautious stance maintained on the market environment, especially regarding the smartphone market and inventory correction.
RF-SOI inventory impact on FY'26 FCF
FD-SOI's role in future growth drivers
Reason for Q4'26 Automotive volume increase
RF-SOI demand post-1M wafer inventory
How will Photonics-SOI capacity scale with CPO acceleration?
Impact of lower loading on FY27 profitability
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Next Soitec earnings date
Q4 202628 May, 2026
Soitec
Next Soitec earnings date
Q4 202628 May, 2026
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Frequently asked questions
Soitec S.A., together with its subsidiaries, designs and manufactures semiconductor materials worldwide. The company's products include silicon wafers used for the production of microchips and optical components. It operates through Semiconductors Materials, and Solar Energy Materials operating segments. It offers silicon by photolithographic processes; cubic, ultrapure, epitaxial and diffusion Silicon on Insulator (SOI) wafer; and diamond-like carbon (DLC) layers for use in compound semiconductor material applications. It also provides Duraspec solar cell manufacturing technologies for producing solar cells.
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