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Soitec Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary4 Feb, 2026
Executive summary
Leadership transition underway, with CEO Pierre Barnabé preparing to hand over to Laurent Rémont as the company enters a new growth phase after successful diversification and stabilization efforts.
Q3'26 revenue reached €160 million, up 18% sequentially from Q2'26 at constant exchange rates and scope, but down 22% year-over-year at constant scope and FX, exceeding guidance.
Strong performance in Artificial Intelligence offset by continued weakness in Automotive and ongoing RF-SOI inventory correction.
Focus remains on operational excellence, cash generation, and disciplined cost management amid challenging market conditions.
Financial highlights
Q3 revenue was €160 million, down 22% year-over-year at constant scope and FX, and down 29% year-over-year as reported, with an 18% sequential organic increase.
Nine-month FY2026 revenue reached €390 million, down 26% year-over-year organically and down 31% as reported.
Mobile Communications contributed 56% of Q3'26 revenue, Edge & Cloud AI 34%, Automotive & Industrial 10%.
Outlook and guidance
Q4 is expected to see around 20% organic revenue growth versus Q3 at constant exchange rates and scope.
Mobile communications should improve sequentially, while Edge and Cloud AI is expected to maintain strong momentum.
Automotive and industrial will remain soft but benefit from seasonal deliveries and a specific contract.
Cautious stance maintained on the smartphone market due to ongoing inventory corrections and memory price tensions.
RF-SOI inventory impact on FY'26 FCF
FD-SOI's role in future growth drivers
Reason for Q4'26 Automotive volume increase
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Next Soitec earnings date
Q4 202628 May, 2026
Soitec
Next Soitec earnings date
Q4 202628 May, 2026
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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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