Earnings Call Insights: Amkor Technology, Inc. (AMKR) Q4 2025 Management View Kevin Engel, in his first remarks as CEO, emphasized "how honored I am to speak with you for the first time as the CEO of Amkor" and outlined a leadership approach grounded in transparency, disciplined execution, and a strong customer focus. Engel highlighted the company’s "record advanced and computing revenue, driven b...
Earnings Call Insights: Amkor Technology, Inc. (AMKR) Q4 2025 Management View Kevin Engel, in his first remarks as CEO, emphasized "how honored I am to speak with you for the first time as the CEO of Amkor" and outlined a leadership approach grounded in transparency, disciplined execution, and a strong customer focus. Engel highlighted the company’s "record advanced and computing revenue, driven by deep customer engagements across AI and HPC," and noted the successful ramp of Amkor's first High-Density Fan-Out (HDFO) programs into high-volume production, positioning for strong 2026 tailwinds. Engel stated Amkor's three strategic pillars: elevate technology leadership, expand geographic footprint, and enhance strategic partnerships in focus markets. He announced operational milestones, including Vietnam reaching breakeven in Q4 and the start of construction on the Arizona campus, with Phase 1 underway. Investment will continue in advanced packaging, including HDFO and test, with two additional HDFO programs in final qualification for AI data centers and the majority of 2026 equipment investments focused on HDFO and test. "As AI and HPC demand continues, we are well positioned to enable the next wave of advanced products," Engel said. Engel detailed customer commitments supporting capacity investment, with an HDFO CPU device ramping in 2026, and stressed margin improvement driven by operational excellence, optimization in Japan, efficiencies in Vietnam, and a shift toward high-value advanced packaging. CFO Megan Faust reported, "Fourth quarter revenue was $1.89 billion, down 5% sequentially and up 16% year-on-year." Faust highlighted strong year-on-year revenue growth in communications, computing, and automotive/industrial, as well as breakeven achieved in Vietnam. She noted, "Gross profit for the quarter was $315 million, which included a benefit of approximately $30 million from asset sales." Faust also confirmed capital expenditures for 2025 were $905 million, belo...
From left, Donald Trump and his girlfriend (and future wife), former model Melania Knauss, financier (and future convicted sex offender) Jeffrey Epstein, and British socialite Ghislaine Maxwell pose together at the Mar-a-Lago club in Palm Beach, Florida on Feb. 12, 2000. Davidoff Studios Photography | Archive Photos | Getty Images President Donald Trump , in a call two decades ago to a Florida pol...
From left, Donald Trump and his girlfriend (and future wife), former model Melania Knauss, financier (and future convicted sex offender) Jeffrey Epstein, and British socialite Ghislaine Maxwell pose together at the Mar-a-Lago club in Palm Beach, Florida on Feb. 12, 2000. Davidoff Studios Photography | Archive Photos | Getty Images President Donald Trump , in a call two decades ago to a Florida police chief, bashed his former friend Jeffrey Epstein and called Epstein's procurer, Ghislaine Maxwell , "evil," the now-retired cop recounted to FBI agents in 2019, according to a document released by the Department of Justice. Trump called the then-Palm Beach Police Chief Michael Reiter "to tell him 'thank goodness you' [are] stopping [Epstein], everyone has known he's been doing this," Reiter told the FBI in October 2019, according to the FBI document, known as a 302. Reiter's name is redacted from the 302. But the document identifies the interview subject as the person who had been Palm Beach's police chief at the time of the department's investigation of Epstein, who was Reiter. Reiter told the Miami Herald , which first reported the document, that Trump called him in 2006, after the police department's probe of Epstein became publicly known. The document came to light hours after Maxwell's lawyer called on Trump to grant her executive clemency, so that she could speak "honestly" about what she knows. Maxwell, earlier Monday, refused to testify to a House committee. Read more CNBC politics coverage Federal judge orders Fulton County Georgia election case documents unsealed by Tuesday Epstein files: Congress members call for Trump Commerce chief Lutnick to resign, or be fired Trump condemns racist video showing Obamas as apes after removing it, but says he won’t apologize Trump told Reiter that he had thrown Epstein out of his club, Mar-a-Lago, which is located in Palm Beach, the summary said. "Trump told him [Reiter] people in New York knew Epstein was disgusting," accor...
The flow of foreign funds into Japanese stocks is poised to accelerate after the Liberal Democratic Party’s landslide election, with analysts forecasting as much as a five-fold rise in buying over the next few months, possibly surpassing levels seen during the Abe era. Global investors are looking at earnings-supportive factors like improved growth dynamics, corporate reform and reflation, followi...
The flow of foreign funds into Japanese stocks is poised to accelerate after the Liberal Democratic Party’s landslide election, with analysts forecasting as much as a five-fold rise in buying over the next few months, possibly surpassing levels seen during the Abe era. Global investors are looking at earnings-supportive factors like improved growth dynamics, corporate reform and reflation, following Prime Minister Sanae Takaichi ’s historic election triumph that gives her the mandate to push ahead with bold spending plans. Net foreign buying of ¥10 trillion ($64.1 billion) is expected over the next three months at the earliest if expectations rise that the Takaichi government can implement growth strategies within the bounds of moderate fiscal expansion, said Tomochika Kitaoka , chief equity strategist at Nomura Securities Co. That forecast dwarfs the inflows of ¥3.8 trillion and ¥4.5 trillion seen in the three months following elections in 2005 and 2012 respectively, data compiled by Bloomberg shows. Junichiro Koizumi ’s win in 2005 drew foreign buying after he pledged more reforms and Shinzo Abe ’s triumph in 2012 had triggered similar optimism among global investors. If the Takaichi administration’s economic policies expand investments in key sectors like semiconductors, defense and disaster prevention, corporate growth expectations will rise, and “valuations will increase,” said Hideyuki Ishiguro , chief strategist at Nomura Asset Management. Shaniel Ramjee , the co-head of multi-asset in London at Pictet Asset Management, said that positive policy developments and the ongoing weak-yen trend make Japan “a very attractive equity proposition” and there are now “further good reasons” for global money to flow into the country. JPMorgan Securities Japan Co. has raised its year-end target for the Nikkei 225 index to 61,000 Monday on expectations of more political stability while T. Rowe Price Japan Inc. associate portfolio manager David Clewell said the central case f...
The world's biggest social media companies face several landmark trials this year that seek to hold them responsible for harms to children who use their platforms. Opening statements in one such trial in Los Angeles County Superior Court began on Monday. Instagram's parent company Meta and Google's YouTube face claims that their platforms deliberately addict and harm children. TikTok and Snap, whi...
The world's biggest social media companies face several landmark trials this year that seek to hold them responsible for harms to children who use their platforms. Opening statements in one such trial in Los Angeles County Superior Court began on Monday. Instagram's parent company Meta and Google's YouTube face claims that their platforms deliberately addict and harm children. TikTok and Snap, which were originally named in the lawsuit, settled for undisclosed sums. Jurors got their first glimpse into what will be a lengthy trial characterized by dueling narratives from the plaintiffs and the two remaining social media companies named as defendants. Mark Lanier delivered the opening statement for the plaintiffs first, in a lively display where he said the case is as "easy as ABC," which he said stands for "addicting the brains of children." He called Meta and Google "two of the richest corporations in history" that have "engineered addiction in children's brains." He presented jurors with a slew of internal emails, documents and studies conducted by Meta and YouTube, as well as YouTube's parent company, Google. He emphasized the findings of a study Meta conducted called "Project Myst" in which they surveyed 1,000 teens and their parents about their social media use. The two major findings, Lanier said, were that the company knew children who experienced "adverse events" like trauma and stress were particularly vulnerable for addiction; and that parental supervision and controls made little impact. Internal company documents He also showed internal Google documents that likened YouTube to a casino, and internal communication between Meta employees in which one person said Instagram is "like a drug" and that employees are "basically pushers." At the core of the Los Angeles case is a 20-year-old identified only by the initials "KGM," whose case could determine how thousands of other, similar lawsuits against social media companies will play out. She and two other plain...
(RTTNews) - The Indonesia stock market on Monday snapped the two-day losing streak in which it had tumbled more than 210 points or 2.8 percent. The Jakarta Composite Index now sits just above the 8,030-point plateau and it may see mild upside on Tuesday. The global forecast for the Asian markets is cautiously optimistic amidst an extended rebound among technology companies and ahead of key U.S. da...
(RTTNews) - The Indonesia stock market on Monday snapped the two-day losing streak in which it had tumbled more than 210 points or 2.8 percent. The Jakarta Composite Index now sits just above the 8,030-point plateau and it may see mild upside on Tuesday. The global forecast for the Asian markets is cautiously optimistic amidst an extended rebound among technology companies and ahead of key U.S. data later this week. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The JCI finished sharply higher on Monday following gains from the resource stocks, weakness from the financial shares and telecoms and a mixed picture from the cement companies. For the day, the index jumped 96.61 points or 1.22 percent to finish at 8,031.87 after trading between 7,863.01 and 8,031.87. Among the actives, Bank CIMB Niaga rose 0.26 percent, while Bank Mandiri dropped 0.99 percent, Bank Danamon Indonesia sank 0.76 percent, Bank Negara Indonesia fell 0.22 percent, Bank Central Asia and Semen Indonesia both tanked 2.28 percent, Bank Rakyat Indonesia shed 0.26 percent, Indosat Ooredoo Hutchison tumbled 1.86 percent, Indocement jumped 1.94 percent, Indofood Sukses Makmur lost 0.36 percent, United Tractors spiked 2.27 percent, Astra International slumped 0.75 percent, Energi Mega Persada cratered 20.96 percent, Astra Agro Lestari added 0.58 percent, Aneka Tambang soared 4.85 percent, Vale Indonesia rallied 2.87 percent, Timah surged 4.29 percent and Bumi Resources skyrocketed 6.19 percent. The lead from Wall Street suggests mild upside as the major averages opened lower on Monday but eventually moved up into the green to finish with modest gains. The Dow rose 18.98 points or 0.04 percent to finish at 50,134.65, while the NASDAQ jumped 217.80 points or 0.95 percent to close at 23,249.02 and the S&P 500 added 34.13 points or 0.49 percent to end at 6,966.43. The strength that has emerged on Wall Street reflected an extended rebound by tech stocks, which h...