Earnings Call

001038049 Q3 FY2026 Earnings Call

With Jochen Hanebeck (Chairman of the Management Board and CEO), Sven Schneider (CFO) and Florian Martens (EVP and Chief Communications Officer).

001038049

Fiscal Q3 2026

August 5, 2026

22 min read

4 questions

1Prepared remarks2 speakers

Operator Good morning, welcome to the conference call on the results of the third quarter of 2026 of Infineon Technologies. I am Sandra, and I will moderate the session. I would like to inform you that all participants during the presentation will be in listener status and that the conference call will be recorded. After the presentation, you will be afforded the opportunity to ask questions by pressing star one on your keypad. Should you require the assistance of the operator, please press star two. You may not record…

Florian MartensEVP and Chief Communications Officer

Thank you very much, good morning, dear colleagues. Welcome to our conference call regarding the results for the third quarter of fiscal 2026. Representing Infineon's Management Board at this conference are Jochen Hanebeck, Chairman of the Management Board, and Dr. Sven Schneider, Chief Financial Officer. As usual, Mr. Hanebeck will first provide an overview of our business performance and the outlook. Afterwards, both members of the Management Board will be available to answer your questions. Our conference call…

Jochen HanebeckChairman of the Management Board and CEO

Thank you very much, Florian. Hello, a warm welcome from my side as well. Ladies and gentlemen, the market environment continues to brighten. For Infineon, two favorable trends are currently converging, a positive cyclical momentum as well as structural growth. The recovery is gaining momentum, the upswing is in full swing. What began initially in individual application areas is now gaining broader traction. We continue to see the strongest momentum in infrastructure related to artificial intelligence. Investment…