HIMX
Himax Technologies, Inc.8.28
-0.17-2.01%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
CPO eyes hundreds of millions by 2027
Q&A clarified Q1 gross margin guidance as flat-to-down from product mix—less automotive shipments—while foundry tightening and gold costs loom but won't bite until Q2, with pricing talks underway. Management quantified CPO upside: samples only in 2026, yet pre-MP shipments targeting meaningful 2027 revenue, potentially hundreds of millions in early mass production for 6.4T AI data centers. OLED margins split sharply—smartphone below average, but automotive and IT higher with more content per panel, ramps building for 2027 via Korean/Chinese panel partnerships. No contradictions surfaced. CPO validation matters most next.
Key Stats
Market Cap
1.45BP/E (TTM)
23.00Basic EPS (TTM)
0.36Dividend Yield
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