Infineon delivered a better than expected Q1 performance, driven by strong results in AI power solutions and market leadership in silicon carbide. However, challenges remain with significant declines in industrial revenues and high inventory levels. The overall sentiment is cautiously optimistic, supported by targeted growth in key sectors.
Company Guidance
During Infineon's first fiscal quarter of 2025, the company reported group revenues of EUR 3.424 billion, surpassing previous expectations by approximately EUR 200 million, partly due to currency advantages with the U.S. dollar exchange rate at $1.07 instead of the assumed $1.10. Despite a quarterly revenue decline of 13%, the segment result was EUR 573 million, reflecting a margin of 16.7%. The automotive division achieved revenues of EUR 1.919 billion with a segment result margin of 18.9%, while the Power & Sensor Systems (PSS) recorded revenues of EUR 820 million and a margin of 18.2%. Infineon anticipates a modest recovery in the second half of fiscal 2025, with full-year revenues expected to be flat or slightly up, aided by the stronger dollar. The company also highlighted its AI-related revenue target, expecting to achieve EUR 600 million in the current fiscal year, with a goal to surpass EUR 1 billion within the next two years.
Slightly Better Than Expected Q1 Results
Revenue for Q1 amounted to EUR3.424 billion, exceeding expectations by about EUR200 million. This was partly due to a favorable exchange rate and slightly better volume development.
Strong Performance in AI Power Solutions
Infineon's AI-related revenues are on a strong trajectory, with an expected revenue of around EUR600 million this fiscal year and a target of crossing EUR1 billion in the next two years.
Silicon Carbide Market Leadership
Infineon was the fastest-growing major company in the silicon carbide market in 2024, achieving a market share of around 20% and securing significant design wins.
---
Infineon (IFNNY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
IFNNY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 04, 2025
$32.24
$35.81
+11.07%
Nov 12, 2024
$31.69
$32.73
+3.28%
Aug 05, 2024
$32.25
$32.86
+1.89%
May 07, 2024
$34.74
$39.22
+12.90%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Infineon (IFNNY) report earnings?
Infineon (IFNNY) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Infineon (IFNNY) earnings time?
Infineon (IFNNY) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.