Himax Technologies Inc (NAS:HIMX)

Q2 2025 Himax Technologies Inc Earnings Call Transcript

Aug 7, 2025 / 12:00 PM GMT

Release Date Price: $7.16 (-17.03%)

Transcript

Key Points

Positve

Himax Technologies Inc (HIMX) reported second-quarter revenues of $214.8 million, which exceeded the midpoint of their guidance range.
Gross margin improved to 31.2%, outperforming the guidance of around 31% and improving from 30.5% in the prior quarter.
The automotive business remains the largest revenue contributor, representing approximately 50% of total revenue in the second quarter.
Non-driver sales increased by 14.7% from the previous quarter, driven by demand for automotive and monitor products.
Himax Technologies Inc (HIMX) holds a dominant market share in automotive display ICs, particularly in solutions featuring local dimming functionality.

Negative

Second-quarter operating expenses increased by 6.9% from the previous quarter, primarily due to the appreciation of the anti-dollar against the US dollar.
Operating income declined by 8.6% sequentially, mainly due to higher operating expenses.
Third-quarter revenues are expected to decrease by 12% to 17% sequentially.
The company projects a third-quarter loss attributable to shareholders in the range of $0.02 to $0.04 per fully diluted ADS.
Visibility in the automotive market remains low, with customers maintaining low inventory levels and delaying new product introductions.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HIMX.OQ - Himax Technologies Inc
Q2 2025 Himax Technologies Inc Earnings Call
Aug 07, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello ladies and gentlemen. Welcome to IMAX Technologies Incorporation. 2nd quarter 2025 earnings conference call.

At this time, all participants are in listen-only mode. Later we will conduct a question and answer session.

And instructions will follow at the time. As a reminder, this conference call is being recorded. I would now like to turn the conference over to Ms. Karen Tao, head of IR, PR, and Hiex.

Ms. Teo, please go ahead.

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Unidentified_2 [2]
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Welcome everyone to the Heime 2nd quarter 2025 earnings call.

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