Infineon Technologies AG (IFNNY) Q3 2026 Earnings Call Transcript

Infineon Technologies AG ( IFNNY ) Q3 2026 Earnings Call August 5, 2026 2:00 AM EDT

Company Participants Florian Martens - Global Head of Communications & Public Policy Jochen Hanebeck - CEO, Labor Director & Chairman of Management Board Sven Schneider - CFO & Member of Management Board

Conference Call Participants Joachim Hofer Hakan Ersen Joachim Herr Christina Kyriasoglou

Presentation Operator Good morning and welcome to the conference call on the results of the third quarter of 2026 of Infineon Technologies. I am Sandra, and I will moderate the session. [Operator Instructions] The conference call will be recorded. You may not record this conference call for personal reasons. I would now like to hand the floor to Mr. Martens.

Florian Martens Global Head of Communications & Public Policy Thank you very much, and good morning, dear colleagues. Welcome to our conference call regarding the results for the third quarter of fiscal 2026. Representing Infineon's Management Board at this conference are Jochen Hanebeck, Chairman of the Management Board; and Dr. Sven Schneider, Chief Financial Officer. As usual, Mr. Hanebeck will first provide an overview of our business performance and the outlook. Afterwards, both members of the Management Board will be available to answer your questions. Our conference call will end promptly at 8:45 a.m. Of course, our press team led by Andre Tauber and I will be happy to remain available to you afterwards. And with that, I'll turn the floor over to Jochen Hanebeck.

Jochen Hanebeck CEO, Labor Director & Chairman of Management Board Thank you very much, Florian. Hello, and a warm welcome from my side as well. Ladies and gentlemen, the market environment continues to brighten. For Infineon, 2 favorable trends are currently converging, a positive cyclical momentum as well as structural growth. The recovery is gaining momentum and the upswing is in full swing. What began initially in individual application areas is