adminBayerische Motoren Werke Aktiengesellschaft (BMW:CA) Q3 2025 Earnings Call November 5, 2025 3:05 AM EST
Company Participants
Maximilian Schöberl – Head of Corporate & Governmental Affairs
Oliver Zipse – Chairman of the Board of Management & CEO
Walter Mertl – Member of Management Board of Finance
Conference Call Participants
Christina Amann
Stephen Wilmot
Joachim Herr
Felix Stippler
Frank Volk
Sebastien Ash
Regina Ehm-Klier
Presentation
Maximilian Schöberl
Head of Corporate & Governmental Affairs
[Interpreted] Colleagues, we shall now turn to the second part of our quarterly conference, and we’ll continue this in German with interpretation. As always, you get some technical information before we take the first question.
Question-and-Answer Session
Operator
[Interpreted] Ladies and gentlemen, we’re now beginning the Q&A session. [Operator Instructions] The first question comes from Christina Amann, Thomson Reuters.
Christina Amann
[Interpreted] I have a couple of questions. I’d like to start with Nexperia. I bet that’s the question most will ask. What’s the supply situation with semiconductors? What are the perspectives for production? What are the perspectives in the short, mid- and long term? What is BMW doing in order to solve that situation?
Second question. Regarding investments, Mr. Mertl, you said that investments will be reduced according to plan, both for development and for production facilities and similar. So could you explain that a little more?
Since in that context, now I look into the U.S., tariffs are an issue for BMW. Is repayments outstanding a reason for your lower forecast? What are the steps BMW had taken in order to improve the situation? Are you planning to relocate more production into the U.S.? And now a first glance into the year 2026, what are the prospects for that year?
Maximilian Schöberl
Head of Corporate & Governmental Affairs
[Interpreted] Thank you, Ms. Amann. I guess that covered pretty much everything that we need to answer
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