惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

云风的 BLOG
云风的 BLOG
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
J
Java Code Geeks
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
Engineering at Meta
Engineering at Meta
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
小众软件
小众软件
博客园 - 聂微东
酷 壳 – CoolShell
酷 壳 – CoolShell
月光博客
月光博客
Last Week in AI
Last Week in AI
博客园_首页
I
InfoQ
T
Tailwind CSS Blog
爱范儿
爱范儿
雷峰网
雷峰网
Recent Announcements
Recent Announcements
F
Fortinet All Blogs
B
Blog
WordPress大学
WordPress大学
A
About on SuperTechFans
V
Visual Studio Blog
有赞技术团队
有赞技术团队
P
Proofpoint News Feed

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Renesas Electronics Corporation (RNECY) Analyst/Investor ...
SA Transcripts · 2026-06-25 · via All Articles on Seeking Alpha

Renesas Electronics Corporation (RNECY) Analyst/Investor Day June 24, 2026 8:01 PM EDT

Company Participants

Tomohiko Sato
Hidetoshi Shibata - President, CEO, Director & Representative Executive Officer
Shuhei Shinkai - Senior VP, CFO & Director
Stephen Limoges - VP & Chief Sales Officer
Vivek Bhan - Senior VP & GM of High Performance Computing
Gaurang Shah
Leigh Gawne - Chief Technology Officer
Ivo Marocco - VP & Head of UX
Peter Jenkins
Zaher Baidas - Senior VP & GM of Power

Conference Call Participants

Kenji Yasui - UBS Investment Bank, Research Division
Daiki Takayama - Goldman Sachs Group, Inc., Research Division
Mikio Hirakawa - BofA Securities, Research Division
Masaya Yamasaki - Nomura Securities Co. Ltd., Research Division
Takero Fujiwara - Citigroup Inc., Research Division
Junji Okawa - Daiwa Securities Co. Ltd., Research Division

Presentation

Tomohiko Sato

[Interpreted] Good morning, everyone. Thank you very much, everyone, for taking precious time to attend Renesas Electronics Capital Markets Day 2026. We thank you very much indeed. I'll be your MC for today, Vice President, Head of -- my name is Sato, Vice President and Head of Investor Relations.

This is today's agenda. Altogether, we expect a 3.5-hour meeting, and we expect to finish the meeting at 12:30 Japan Standard Time. Those of you at the venue after the session we are expecting to have a breakout session with the speakers. Please take part if your time allows. The materials to be used for today's meeting is already posted on the IR site of our home page. Those of you participating online, we have a Q&A session. Please also be aware that the recorded video of this session will be posted on the homepage later on.

In the Q&A session, we would like to prioritize the questions from the people at the venue because of the limited time available. Now first of all, we would like to invite the President