Cirrus Logic Inc at Barclays Global Technology Conference Transcript

Dec 07, 2023

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Dec 06, 2023 / 09:55PM GMT
Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

I am Thomas O'Malley. Semiconductor and semicap equipment analyst here at Barclays. Lucky enough to have Cirrus Logic here with us. We've got John Forsyth, President and CEO; and Venk Nathamuni, the CFO here at Cirrus. Thank you both for joining me.

John M. Forsyth - Cirrus Logic, Inc. - CEO, President & Director

Thanks, Tom. Good to see you.

Questions and Answers:

Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

As most of you start off, I want to talk kind of high level strategy. So if we go back to last year, where we got here, this strategy was (inaudible). You had a multi-generational, multidata Contentsquare, your largest customer, the diversification effort in the Android, in the notebook market. Can you just update us on how that strategy is playing out? I know, unfortunately, the (inaudible) in the iPhone 15 (inaudible) non-op revenue a little bit early

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