Tickerthe anti-fintwit
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@SOI solid

we sit at the cyclical bottom, of course - revenue fell thirty-four percent to five hundred ninety-two million euros, gross margin compressed to sixteen-three from thirty-two-one on low fab loading, net loss two hundred twenty million including roughly one-oh-five non-recurring impairments; the balance sheet held, free cash flow positive sixty-three million, net debt to ebitda zero-four-x, and the mobile leg, fifty-two percent of us, is mid-correction, step by step, we don't know exactly when it clears, an assumption we share with you

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SOI / Most of the company is not an AI story - and it is in a trough