Cirrus Logic Inc (STU:CRU)
€ 111 -2 (-1.77%) Market Cap: 5.99 Bil Enterprise Value: 5.65 Bil PE Ratio: 22.40 PB Ratio: 3.50 GF Score: 88/100

Cirrus Logic Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript

Dec 08, 2022 / 08:45PM GMT
Release Date Price: €69.02 (+1.02%)
Blayne Peter Curtis
Barclays Bank PLC, Research Division - Director & Senior Research Analyst

Welcome back. I'm Blayne Curtis, semiconductor analyst. Very happy to have Cirrus Logic. With me from the company, John Forsyth, President and CEO, as well as Bank CFO.

Questions & Answers

Blayne Peter Curtis
Barclays Bank PLC, Research Division - Director & Senior Research Analyst

John, you heard me last time, and I gave you a question asking you, you had fairly recently joined. I'm going to ask you a similar one. I mean, I guess, when I look at your story, sometimes it kind of gets reduced down to one socket unit, you're out of it, what's the content. And you're trying to paint this picture of multiple design wins content gains over multiple years. It has broadened out.

So maybe you can just speak to that in terms of you once were one codec per phone, now you have up to 9 chips per phone. You have multiple road maps. How should people think about the story as they look out not just what's your chip next year, I'll ask you that later, but

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