Renesas Electronics Publishes Q3 2026 Earnings Call Transcript
Bitget2026/10/30 09:02- Renesas Electronics held its third-quarter 2026 earnings call October 29, attended by CFO Shuhei Shinkai and other company staff.
- Fourth-quarter revenue is forecast at JPY 454 billion, with operating margin falling to 32% on higher expenses and an unfavorable product mix.
- Data-center revenue should rise by mid-teens sequentially; management expects strong growth through the second half of 2027.
- Digital-power production capacity will expand in phases toward a run rate of 2–2.5 times the 2026 level, starting in first-quarter 2027.
- Capital spending currently takes priority over share buybacks, with more than JPY 200 billion planned for 2026.
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