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Yahoo
4 days ago
- Business
- Yahoo
u-Blox Holding AG (UBLXF) (H1 2025) Earnings Call Highlights: Strong Revenue Growth Amidst ...
Revenue Growth: 32% year-over-year increase in H1 2025. Cash EBIT Margin: Positive at 2.4%, up 30 percentage points from the previous year. Free Cash Flow: CHF5.4 million generated in H1 2025. Gross Margin: 58.2%, a 6 percentage point increase year-over-year. Net Working Capital: Reduced to CHF33 million, representing 14% of revenue. Net Cash Position: CHF101 million at the end of H1 2025. Locate Business Revenue: Grew 32% year-on-year to CHF106.7 million. Short-range Business Revenue: Increased by 24% to CHF16.7 million. Automotive Business Revenue: Grew 40% year-on-year to CHF52.1 million. Industrial Segment Revenue: Increased by 30% to CHF68.1 million. SG&A Expenses: Reduced by 18% to CHF23.4 million. Cash R&D Spending: CHF44.9 million, down from CHF47.8 million the previous year. Warning! GuruFocus has detected 5 Warning Signs with UBLXF. Release Date: August 06, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points u-Blox Holding AG (UBLXF) reported a strong revenue growth of 32% year-over-year, driven by recovery in the Automotive and Industrial sectors. The company's cash EBIT margin turned positive at 2.4%, a significant improvement from the previous year. u-Blox generated CHF5.4 million in free cash flow, highlighting effective cost management and working capital improvements. The divestment of the Cellular business allows u-Blox to focus on its core business areas, enhancing technological leadership and growth potential. The company has reduced its operational expenses significantly, with a 30% reduction in OpEx and a streamlined workforce, enhancing agility and capital efficiency. Negative Points Geopolitical volatility and slower-than-expected recovery in key markets are leading to cautious ordering behaviors from customers. Despite improvements, the R&D expenditure as a percentage of sales remains high compared to industry standards. The company's consumer and other applications segment continued to decline, with revenue down 27% year-over-year. The short-term visibility remains limited due to ongoing geopolitical uncertainties impacting ordering patterns. The divestment of the Cellular business resulted in a negative free cash flow of CHF12 million from discontinued operations. Q & A Highlights Q: What are the key drivers for the potential upside in gross margin, particularly for the GNSS business? A: Camila Japur, CFO, explained that the company expects to continue growing, which should lead to a higher operating level on revenue, thereby strengthening the gross margin. However, specific details on operating leverage at the COGS level were not disclosed. Q: Is there any potential for further savings in R&D expenses, given that they are high as a percentage of sales compared to industry averages? A: Camila Japur noted that while the R&D ratio is high, the focus is on increasing revenue rather than significantly reducing R&D. The company aims to maintain its technology leadership and expects the R&D percentage to align with market standards as revenue grows. Q: Can you provide more details on the orders that have doubled for ADAS and Robotics, and how material these are? A: Stephan Zizala, CEO, highlighted that while absolute revenues for Autonomous Driving are still low, there has been a significant increase in order entry, indicating strong future growth potential. However, specific figures were not disclosed. Q: What is the current gross margin for the Short-range business, and is there any upside potential? A: Camila Japur confirmed that the Short-range business currently has a gross margin of around 30%, with the higher margin potential primarily coming from the GNSS business. Q: How does u-Blox plan to manage its cost base and maintain profitability in the face of geopolitical volatility and cautious customer ordering behaviors? A: Stephan Zizala stated that the company has made significant cost base adjustments over the past year, improving flexibility and resilience. They maintain a strict cost focus while continuing to invest in innovation to support growth in core markets. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
France 24
5 days ago
- Business
- France 24
German factory orders fall amid tariff, growth woes
New orders, closely watched as an indicator of future business activity, dropped 1.0 percent month-on-month, according to preliminary data from federal statistics agency Destatis, after a fall of 0.8 percent in May. Analysts surveyed by financial data firm FactSet had expected a rebound of 1.3 percent in June. Orders from abroad fell three percent, with a particularly heavy drop from countries outside the eurozone, while domestic orders increased slightly. There were big falls for orders from the crucial automotive sector, of transport equipment such as trains and ships as well as metal products. The economy ministry said that big swings in orders were no surprise "given the persistent high level of trade and geopolitical uncertainty". "The industrial economy is likely to be characterised by subdued foreign demand in the future in light of what are now likely to be permanently higher tariffs on exports to the United States," it added in a statement. EU exports to the United States have already faced tariffs of varying rates for several months. Under a deal struck between the bloc and US President Donald Trump last month, they are set to face across-the-board levies from August 8 of 15 percent, which will hit export power Germany hard. The German economy shrank for the past two years and the government's latest forecast, released in April, predicted zero growth for 2025 due to the impact of tariffs. Some institutes have, however, recently upgraded their forecasts to slight growth for this year, seeing signs that the downturn has bottomed out.
Yahoo
30-07-2025
- Business
- Yahoo
Smart IR Heating Systems Gain Traction in Precision Applications
By 2034, the Global Infrared Quartz Lamp Market is set to grow from USD 1.31 Billion in 2025 to USD 2.19 Billion, driven by a 7.6% CAGR. Key sectors—automotive, packaging, and more—benefit from energy-efficient, quick-response heating. Asia-Pacific sees significant growth. Explore trends, segmentation, and market forecasts. Infrared Quartz Lamp Market Dublin, July 30, 2025 (GLOBE NEWSWIRE) -- The "Infrared Quartz Lamp Market Size, Share, Trends, Analysis, and Forecast 2025-2034 | Global Industry Growth, Competitive Landscape, Opportunities, and Challenges" report has been added to Global Infrared Quartz Lamp Market Size is valued at USD 1.31 Billion in 2025. Worldwide sales of Infrared Quartz Lamp Market are expected to grow at a significant CAGR of 7.6%, reaching USD 2.19 Billion by the end of the forecast period in 2034. The Infrared Quartz Lamp Market is witnessing steady growth driven by its widespread application across industrial, commercial, and residential settings. Infrared quartz lamps are valued for their efficient and targeted heat transfer, fast response time, and energy-saving potential. These lamps emit infrared radiation that is absorbed directly by objects without significantly heating the surrounding air, making them ideal for processes requiring focused and immediate sectors including automotive, packaging, plastics, textiles, food processing, and electronics rely on infrared quartz lamps for tasks such as drying, curing, forming, and surface heating. Their ability to provide uniform and controllable heat distribution enhances production speed and consistency, especially in automated or high-throughput in quartz tube design, wavelength optimization, and reflectivity enhancement is leading to more efficient, longer-lasting infrared heating solutions. Manufacturers are developing customized lamp configurations and modular systems to cater to specific heating profiles in high-precision manufacturing processes. While North America and Europe maintain significant market shares due to strong industrial bases and emphasis on energy efficiency, Asia-Pacific is emerging rapidly with growing manufacturing activities and investments in automation. The market is becoming increasingly competitive as companies emphasize value-added services, such as installation support and remote diagnostics, along with advancements in sensor integration for smart heating Takeaways - Infrared Quartz Lamp Market Widespread use in drying and curing applications is driving demand across manufacturing sectors like textiles, coatings, and adhesives. Short-wave and medium-wave variants are being tailored for materials with differing absorption characteristics, enhancing application versatility. Demand is growing for energy-efficient and quick-response heating technologies, especially in climate-sensitive production environments. Asia-Pacific is rapidly becoming a major market due to expanding industrial bases and infrastructure development across China, India, and Southeast Asia. Integration of quartz lamps in automated production lines is increasing as manufacturers seek to optimize thermal process control. North America and Europe continue to lead in product innovation, particularly in low-emission, high-durability quartz lamp solutions. Customization of lamp shapes and lengths is enabling better heat targeting in irregular or complex industrial layouts. Price volatility in raw materials such as quartz and tungsten filaments affects profit margins and procurement planning. Smart IR heating systems with feedback sensors and IoT integration are gaining traction in high-precision applications. Growing use in food and beverage processing, particularly for sterilization and drying, is diversifying market demand. Electronics and semiconductor sectors are adopting infrared quartz lamps for moisture removal and component curing processes. Increased focus on sustainability is encouraging the development of longer-life, recyclable, and RoHS-compliant lamp models. Manufacturers are offering bundled solutions that include controls, reflectors, and integration kits to streamline end-user adoption. Intense competition is pushing suppliers to invest in after-sales support, training, and global distribution capabilities. New applications in automotive repair (e.g., paint curing) and residential heating systems are contributing to expanded market reach. What You Receive Global Infrared Quartz Lamp market size and growth projections (CAGR), 2024- 2034 Impact of recent changes in geopolitical, economic, and trade policies on the demand and supply chain of Infrared Quartz Lamp. Infrared Quartz Lamp market size, share, and outlook across 5 regions and 27 countries, 2025- 2034. Infrared Quartz Lamp market size, CAGR, and Market Share of key products, applications, and end-user verticals, 2025- 2034. Short and long-term Infrared Quartz Lamp market trends, drivers, restraints, and opportunities. Porter's Five Forces analysis, Technological developments in the Infrared Quartz Lamp market, Infrared Quartz Lamp supply chain analysis. Infrared Quartz Lamp trade analysis, Infrared Quartz Lamp market price analysis, Infrared Quartz Lamp Value Chain Analysis. Profiles of 5 leading companies in the industry- overview, key strategies, financials, and products. Latest Infrared Quartz Lamp market news and developments. Key Attributes: Report Attribute Details No. of Pages 150 Forecast Period 2025 - 2034 Estimated Market Value (USD) in 2025 $1.31 Billion Forecasted Market Value (USD) by 2034 $2.53 Billion Compound Annual Growth Rate 7.6% Regions Covered Global Companies Featured Heraeus Noblelight GmbH GE Lighting (Savant Systems) Philips Lighting (Signify N.V.) Ushio Inc. Dr. Fischer Group Helios Quartz Group Victory Lighting Ltd. GIRIRAJ ELECTRICALS Watlow Electric Manufacturing Company Tempco Electric Heater Corporation FRICO AB IRTA Group Industrial Heater Corporation Hindalco Industries Limited SCHOTT AG Infrared Quartz Lamp Market Segmentation By Product Shortwave Mediumwave Longwave By Application Heating Lighting Cooking By End User Residential Commercial Industrial By Technology Conventional Smart By Distribution Channel Online Offline By Geography North America (USA, Canada, Mexico) Europe (Germany, UK, France, Spain, Italy, Rest of Europe) Asia-Pacific (China, India, Japan, Australia, Vietnam, Rest of APAC) The Middle East and Africa (Middle East, Africa) South and Central America (Brazil, Argentina, Rest of SCA) For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Infrared Quartz Lamp Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
