Soitec Earnings Review Full Year FY26
Soy
What a loooooooooooooooooooooong earnings call. I guess lunch break isn’t the only thing that the French stretch to two hours.
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Contents
Headline Numbers and Press Release
Memory Downturn
Price Action
Capex, Working Capital, and Cash Flow
Capacity and Contribution Margin
Physical AI
Photonics
Overall Thoughts (and My Positioning)