The earnings call highlighted Infineon's ability to achieve sequential revenue growth and improved margins despite currency headwinds and market uncertainties. The AI data center segment shows promising growth potential, while automotive market conditions remain a concern.

Company Guidance

During Infineon's fiscal third quarter earnings call for 2025, the company provided a detailed guidance and outlook. CEO Jochen Hanebeck highlighted that the semiconductor market is emerging from a prolonged downturn, with Infineon experiencing sequential revenue growth of over 9% at constant currency. For the September quarter, they anticipate revenues to grow again, marking the first year-over-year growth in two years, despite material adverse currency impacts. The company recorded third-quarter revenues of EUR 3.704 billion, a sequential increase of 3%, and a segment result margin of 18%. Automotive revenues slightly increased to EUR 1.870 billion with a segment margin of 19.8%. In Green Industrial Power, revenues rose 9% quarter-over-quarter to EUR 431 million, with a segment result margin of 14.2%. Power & Sensor Systems saw an 8% revenue increase to EUR 1.053 billion, achieving an 18.8% segment margin. Connected Secure Systems revenues decreased by 2% to EUR 349 million, maintaining a segment margin of 11.2%. The company plans for a September quarter revenue of around EUR 3.9 billion, with a high teens percentage segment result margin, anticipating an annual revenue of EUR 14.6 billion for the fiscal year. Despite geopolitical and macroeconomic headwinds, Infineon is well-positioned in high-growth markets like AI, energy infrastructure, and automotive, supported by their comprehensive portfolio and ongoing cost-saving initiatives.

Sequential Revenue Growth

Infineon's June quarter marked the second consecutive quarter with sequential growth at constant currency, with revenues increasing by around 3% to EUR 3.704 billion.

Strong Performance in Green Industrial Power (GIP) and Power & Sensor Systems (PSS)

GIP revenues increased by 9% quarter-over-quarter to EUR 431 million, while PSS recorded revenues of EUR 1.053 billion, an 8% increase quarter-over-quarter.

AI Data Center Expansion

Infineon projects AI-related revenues to reach around EUR 600 million this fiscal year, rising to around EUR 1 billion next year, with significant collaborations such as the one with NVIDIA.

Improved Gross Margin

The adjusted gross margin improved to 43% from 40.9% in the previous quarter, driven by lower idle costs and benefits from the Step Up program.

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

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IFNNY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q4)	0.49 / -	0.52	―	―	―
Aug 05, 2025	2025 (Q3)	0.40 / 0.43	0.472	-9.32% (-0.04)
May 08, 2025	2025 (Q2)	0.36 / 0.38	0.453	-15.45% (-0.07)
Feb 04, 2025	2025 (Q1)	0.29 / 0.34	0.569	-39.72% (-0.23)
Nov 12, 2024	2024 (Q4)	0.52 / 0.52	0.706	-26.35% (-0.19)
Aug 05, 2024	2024 (Q3)	0.46 / 0.47	0.743	-36.47% (-0.27)
May 07, 2024	2024 (Q2)	0.41 / 0.45	0.759	-40.32% (-0.31)
Feb 06, 2024	2024 (Q1)	0.53 / 0.57	0.7	-18.71% (-0.13)
Nov 15, 2023	2023 (Q4)	0.63 / 0.71	0.653	8.12% (+0.05)	―
Aug 03, 2023	2023 (Q3)	0.68 / 0.74	0.496	49.80% (+0.25)

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
Aug 05, 2025	$39.04	$40.83	+4.59%
May 08, 2025	$34.39	$34.95	+1.63%
Feb 04, 2025	$32.04	$35.59	+11.08%
Nov 12, 2024	$31.49	$32.53	+3.30%

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 Nov 13, 2025, Before Open (Confirmed).

What is Infineon (IFNNY) earnings time?

Infineon (IFNNY) earnings time is at Nov 13, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IFNNY EPS forecast?

IFNNY EPS forecast for the fiscal quarter 2025 (Q4) is 0.49.

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