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Soitec (SOI) investor relations material
Soitec Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary23 Jul, 2025
Executive summary
Q1 FY26 revenue declined 16% year-over-year to €92 million, slightly above guidance, due to RF SOI inventory correction, automotive weakness, and phase-out of a major SOI product; Photonics SOI showed strong momentum.
Diversification efforts have resulted in four technologies generating over $100 million annually, with Photonics SOI nearing that threshold and expansion of product portfolio and customer base underway.
Company remains focused on operational excellence, cost discipline, and strategic partnerships to navigate short-term headwinds.
Financial highlights
Q1 revenue of €92 million, down 16% year-over-year organically; negative currency impact of 5% and scope effect of -3% from divestment.
Mobile Communications revenue at €43 million, down 7% year-over-year; Edge & Cloud revenue up 13% organically to €44 million; Automotive & Industrial revenue at €5 million, down 81%.
Major SOI product phase-out contributed €25 million in Q1 and €7 million in Q2 last year, now going to zero.
Outlook and guidance
Q2 FY26 revenue expected to grow 50% sequentially but remain down year-over-year due to continued inventory correction and weak automotive demand.
Mobile Communications revenue to remain low but nearly double from Q1; Automotive & Industrial to continue declining; Edge & Cloud to maintain solid momentum, driven by Photonics SOI.
FY26 CapEx cash out confirmed at €150 million, down from €230 million in FY25.
How will Power-SOI inventory impact Q2'26?
Explain the TLT tech collaboration with PSMC.
What is driving Photonics-SOI growth?
What's driving the slower EV market for SmartSiC?
How will finance support Soitec's expansion?
Detail cost containment beyond limiting hirings.
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H1 202619 Nov, 2025
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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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