StreetInsider.com News Articles

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-generation AR Smart Glasses

Tue, 04 Aug 2026 04:17:00 -0400

PREMSTAETTEN, Austria & MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin
+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX
Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)
EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

Digital Photonics Strategy Progress

Augmented Reality smart glasses: microLED-array based RGB light engines continued to achieve key development milestones for next-generation smart

ams OSRAM Delivers Strong Q1 Results, Enters AI Market Through a Development Agreement With a Leading AI Photonics Customer and Sees Path to Positive Free Cash Flow in 2027

Thu, 07 May 2026 02:33:00 -0400

PREMSTÄTTEN, Austria and MUNICH--(BUSINESS WIRE)-- ams OSRAM (SWX:AMS):

Key Performance Figures Q1/26:

Revenues EUR 796 m, 16.5 % adj. EBITDA margin, in/at the upper half/end of guidance range
+9 % year-on-year like-for-like growth in the semiconductor core portfolio at constant FX
Free cash flow of EUR 37 m (including disposal proceeds)
‘Simplify’ efficiency & transformation program delivered first savings

Digital Photonics Strategy Progress:

Augmented Reality smart glasses: full portfolio value proposition outlined, with up to approx. EUR 50 to 100 content per device subject to volume and product lifecycle
AI Photonics: development agreement signed with a leading AI data‑center infrastructure partner to advance