Q2 2024 Phison Electronics Corp Earnings Call Transcript
Good evening, everyone. My name is Jeff Ohlweiler. I'm Head of Research at Macquarie. Very happy to be hosting Phison's second-quarter conference call.
I'm just an amateur NAND enthusiast, so I'll turn it over to a professional, KS Pua, CEO. KS will do a presentation, and then I'll lead the Q&A after that.
KS, over to you.
Yes. Jeff, thanks to you and thanks to everyone to participate in our CQ2 '24 earnings call. Okay. This is a breakdown of our CQ2 revenue. From this chart, you can see consumer wise.
Actually, in the May, in CQ1 earning call, I already emphasized the retail is very weak. We have no any interest to follow the price, total loss in the retail. So the portion of retail will decline a lot because I have no intention to go there.
Controller wise. The reason is that last year's CQ4 and Q1, our NAND company, as the customers, they're putting a lot of controller to get the major share in the
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
