[ad_1]
Raj Junginger
Okay, all proper. Thanks all for becoming a member of our pre-close name for the third quarter ’25. As at all times, in these calls, we might prefer to remind you that the next tendencies and statements are based mostly on our present view on the third quarter and that a number of the developments we are going to describe listed here are nonetheless topic to alter. Particularly in Q3, September is a really decisive month after the summer time months of July and August, and we do not have the actuals but for final month.
So let’s begin off with our ITS phase as normal. As regards to order consumption in items, we have now not seen a lot of a change within the year-on-year momentum from what we noticed within the first and second quarter. It nonetheless seems like this yr might present typical seasonality, that means that Q1 and Q3 are typically seasonally weaker, and This autumn and Q2 are typically seasonally stronger quarters in a standard yr. In that context, Q3 ’25 seems like a standard Q3, with orders and items lowering sequentially possibly by a mid-teens proportion. The year-over-year progress fee could also be considerably increased than what we noticed in Q1 and Q2 based mostly on the low degree within the prior yr quarter. We imagine we have now seen progress, notably in EMEA and APAC.
The order consumption in worth phrases has probably elevated lower than proportionately to unit progress in a year-over-year comparability due
[ad_2]
