Himax Technologies, Inc. (NASDAQ:HIMX) Q4 2022 Earnings Conference Call February 9, 2023 8:00 AM ET Company Participants Mark Schwalenberg - IR, MZ Group Jordan Wu - President and Chief Executive Officer Jessica Pan - Chief Financial Officer Eric Li - Chief IR and PR Officer Conference Call Participants Jerry Su - Crédit Suisse AG Jason Tsang - CLSA (Transcript provided to Seeking Alpha by the company.) Operator Hello, ladies and gentlemen, welcome to the Himax Technologies, Incorporated Fourth Quarter and ...

营收情况 - Q1 2023营收为2.442亿美元，环比下降6.9%，明显超过了预期的下降幅度[1] - 大尺寸显示驱动器收入为5300万美元，环比增长21.8%，远高于上一季度的高个位数增长预期[5] - 小型和中型显示驱动器收入为1.547亿美元，环比下降12.8%，但超出了预期，主要是由于全球领先品牌在农历新年假期后增加了智能手机和平板电脑的出货量[6] - 非驱动器业务的第一季度收入为3650万美元，环比下降11.8%，但超出了预期[7] - 公司预计Q2大屏显示驱动IC收入环比下降两位数[24] - 公司预计Q2智能手机和平板TDDI产品销售环比增长中位数[25] - 公司预计第二季度净收入将环比保持不变至下降9%[45] 利润情况 - Q1 2023 IFRS税后利润为1490万美元，每股摊薄ADS为8.5美分，较上一季度的4220万美元、24.1美分有所下降[1] - 第一季度IFRS税后利润为1490万美元，每股摊薄ADS为8.5美分，较上一季度的4220万美元、24.1美分有所下降[9] - Himax Technologies, Inc. 2023年第一季度净利润为1,465.5万美元，同比下降87.3%[55] 财务状况 - 截至2023年3月31日，Himax的现金、现金等价物和其他金融资产为2.238亿美元，较去年同期的4.471亿美元和上一季度的2.299亿美元有所下降[10] - 截至2023年3月31日，Himax的存货为3.352亿美元，虽然仍高于去年同期的2.531亿美元，但明显低于上一季度的3.709亿美元[11] - Himax Technologies, Inc. 2023年第一季度现金及现金等价物为1.96亿美元[57] - Himax Technologies, Inc. 2023年第一季度总资产为17.14亿美元[57] - Himax Technologies, Inc. 2023年第一季度总负债为8.05亿美元[57] - Himax Technologies, Inc. 2023年第一季度股东权益为9.09亿美元[57] - Himax Technologies, Inc. 2023年第一季度经营活动产生的现金流为6,636.1万美元[58] - Himax Technologies, Inc. 2023年第一季度投资活动产生的现金流为-8,916万美元[58] - Himax Technologies, Inc. 2023年第一季度融资活动产生的现金流为-267.9万美元[58] - Himax Technologies, Inc. 在2023年第一季度的营收为2.44亿美元，较去年同期的4.13亿美元有所下降[59] - Himax Technologies, Inc. 在2023年第一季度的毛利率为28.1%，较去年同期的47.0%有所下降[59] - Himax Technologies, Inc. 在2023年第一季度的净利润率为8.2%，较去年同期的29.5%有所下降[59] - Himax Technologies, Inc. 在2023年第一季度的每股摊薄非IFRS盈利为0.115美元，包括股权补偿、收购相关费用和现金奖励[60]

Himax Technologies, Inc. (NASDAQ:HIMX) Q3 2022 Earnings Conference Call November 10, 2022 8:00 AM ET Company Participants Mark Schwalenberg - IR, MZ Group Jordan Wu - President and Chief Executive Officer Jessica Pan - Chief Financial Officer Eric Li - Chief IR and PR Officer Conference Call Participants Donnie Teng - Nomura Securities Tiffany Yeh - Morgan Stanley (Transcript provided to Seeking Alpha by the company.) Operator Hello, ladies and gentlemen, welcome to Himax Technologies, Inc. Second Quarter 2 ...

Himax Technologies, Inc. (NASDAQ:HIMX) Q2 2022 Earnings Conference Call August 11, 2022 8:00 AM ET Company Participants Mark Schwalenberg - Investor Relations, MZ Jordan Wu - President and Chief Executive Officer Jessica Pan - Chief Financial Officer Eric Li - Chief IR and PR Officer Conference Call Participants Jerry Su - Credit Suisse Operator Hello, ladies and gentlemen, welcome to Himax Technologies, Inc. Second Quarter 2022 Earnings Conference Call. As a reminder, this conference call is being recorded ...

Himax Technologies, Inc. (NASDAQ:HIMX) Q1 2022 Earnings Conference Call May 12, 2022 8:00 AM ET Company Participants Mark Schwalenberg - Investor Relations Jordan Wu - President and Chief Executive Officer Jessica Pan - Chief Financial Officer Eric Li - Chief IR/PR Officer Conference Call Participants Donnie Teng - Nomura Jerry Su - Credit Suisse (Transcript provided to Seeking Alpha by the company.) Operator Hello, ladies and gentlemen. Welcome to the Himax Technologies, Inc. First Quarter 2022 Earnings Co ...