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    Ed Ridley-Day • Rothschild & Co Redburn

    Ed Ridley-Day's questions to Koninklijke Philips NV (PHG) leadership

    Ed Ridley-Day's questions to Koninklijke Philips NV (PHG) leadership • Q2 2025

    Question

    Ed Ridley-Day from Rothschild & Co asked for color on ultrasound revenue growth, the performance of the Diagnosis & Treatment (D&T) segment excluding China, and whether Philips is gaining market share in US monitoring amid competitor challenges.

    Answer

    CEO Roy Jakobs stated that ultrasound revenue saw a slight decline but expects performance to strengthen in H2, driven by strong order intake from new launches. He confirmed China had a dilutive effect on D&T in Q2 but expects it to turn positive in H2. Regarding US monitoring, he affirmed strong momentum, citing six major deals in North America and success in "dislodging incumbents" with their integrated platform, indicating market share gains.

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    Ed Ridley-Day's questions to Koninklijke Philips NV (PHG) leadership • Q2 2025

    Question

    Ed Ridley-Day of Rothschild & Co Redburn asked for color on Ultrasound revenue growth, the performance of the D&T segment excluding China, and whether Philips is continuing to gain market share in U.S. patient monitoring.

    Answer

    CEO Roy Jakobs stated that while Ultrasound revenue saw a slight decline, strong order intake growth points to a strengthening performance in the second half. He confirmed China had a dilutive effect on D&T in Q2 but expects it to turn positive in H2. Regarding monitoring, he affirmed continued strong momentum and market share gains in North America, highlighting six major deals in Q2 and success in 'dislodging incumbents' with their integrated platform.

    Ask Fintool Equity Research AI