Cirrus Logic, Inc. (NASDAQ:CRUS) Q4 2023 Earnings Conference Call May 4, 2023 6:00 PM ET Company Participants Chelsea Heffernan - Director, IR John Forsyth - CEO, President & Director Venkatesh Nathamuni - CFO & Principal Accounting Officer Conference Call Participants Matthew Ramsay - TD Cowen Tore Svanberg - Stifel Blayne Curtis - Barclays Bank Christopher Rolland - Susquehanna Financial Group Ananda Baruah - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by. Welcome to the Cir ...

Investor Relations Update As of May 4, 2023 SafeHarborStatement Except for historical information contained herein, the matters set forth in this presentation contain forward-looking statements, including industry marketprojections; our revenuegrowthopportunities; our abilitytogrowthepercentrevenuederivedfromhigh-performancemixed-signal solutions beyondaudio;ourabilitytofuelproductandapplicationdiversification;ourabilitytomaintainourleadershippositioninsmartphoneaudio;ourabilityto increase high-performance ...

Cirrus Logic, Inc. (NASDAQ:CRUS) Q3 2023 Earnings Conference Call February 2, 2023 6:00 PM ET Company Participants Chelsea Heffernan – Vice President-Investor Relations John Forsyth – Chief Executive Officer Venk Nathamuni – Chief Financial Officer Conference Call Participants Matt Ramsay – Cowen and Company Tore Svanberg – Stifel Blayne Curtis – Barclays Christopher Rolland – Susquehanna Raji Gill – Needham & Company Ananda Baruah – Loop Capital Operator Ladies and gentlemen, thank you for standing by. Wel ...

销售情况 - 第三季度高性能混合信号产品销售增长3,680万美元，主要由于较高的平均销售价格（ASP）[43] - 第三季度音频产品销售增长5,400万美元，主要受益于较高的ASP[43] - 第三季度总净销售额为5.906亿美元，同比增长8%[43] 财务状况 - 第三季度总毛利率为50.2%，较去年同期下降2.6个百分点[44] - 第三季度研发费用为1.181亿美元，同比增长1,100万美元[45] - 第三季度销售、一般和管理费用为3,730万美元，同比减少90万美元[46] - 第三季度利息收入为3.0万美元，较去年同期增加2.9万美元[47] - 第三季度净利润为1.8亿美元，同比下降5个百分点[43] - 第三季度所得税费用为3,696.4万美元，同比增加2,269.1万美元[51] 现金流及资本需求 - 在2023财年前9个月，公司经营活动现金流为2.913亿美元，较2022财年同期的经营活动现金流亏损13.35亿美元有显著改善[52] - 2023财年前9个月，公司投资活动现金流为负2.42亿美元，主要用于资本支出和技术投资，较2022财年同期的负0.96亿美元有所增加[52] - 2023财年前9个月，公司融资活动现金流为负2.024亿美元，主要用于股票回购和支付相关收购款项，较2022财年同期的负1.04亿美元有所增加[53] - 公司未来的资本需求将取决于多个因素，包括销售增长率、产品市场接受度、研发项目的时间和范围、收购以及潜在未来的公司或技术收购等[53] 授信额度及财务契约 - 公司于2021年7月与富国银行签订了第二次修订的信贷协议，提供了3亿美元的授信额度，到期日为2026年7月8日[54] - 公司的授信额度需由所有主要国内子公司担保，且受到几乎所有资产的担保，借款可选择按基准利率加上适用的保证金或LIBOR利率加上适用的保证金计息[54] - 公司的授信额度包含一些财务契约，包括限制公司承担债务、发放留置权、进行投资等[55] - 截至2022年12月24日，公司在授信额度下没有任何未偿还金额，并且符合第二次修订信贷协议的所有契约[55]

Cirrus Logic, Inc. (NASDAQ:CRUS) Q2 2023 Earnings Conference Call November 1, 2022 5:00 PM ET Company Participants Chelsea Heffernan – Vice President-Investor Relations John Forsyth – Chief Executive Officer Venk Nathamuni – Chief Financial Officer Conference Call Participants Rajvindra Gill – Needham Christopher Rolland – Susquehanna Ethan Potasnick – Cowen and Company David Williams – Benchmark Company Blake Friedman – Bank of America Operator Ladies and gentlemen, thank you for standing by. Welcome to th ...

Cirrus Logic, Inc. (NASDAQ:CRUS) Q1 2023 Earnings Conference Call August 2, 2022 5:00 PM ET Company Participants Chelsea Heffernan - Vice President, Investor Relations John Forsyth - Chief Executive Officer Venk Nathamuni - Chief Financial Officer Conference Call Participants Matt Ramsay - Cowen Tore Svanberg - Stifel Christopher Rolland - Susquehanna David Williams - The Benchmark Company Tom O'Malley - Barclays Ananda Baruah - Loop Capital Operator Ladies and gentlemen, thank you for standing by. Welcome ...

Cirrus Logic, Inc. (NASDAQ:CRUS) Q4 2022 Earnings Conference Call May 3, 2022 5:00 PM ET Company Participants Chelsea Heffernan - VP, IR John Forsyth - CEO and President Venk Nathamuni - CFO Conference Call Participants Tore Svanberg - Stifel Joshua Buchalter - Cowen Tom O'Malley - Barclays Bank Christopher Rolland - Susquehanna Operator Ladies and gentlemen, thank you for standing by. Welcome to the Cirrus Logic Fourth Quarter and Full Fiscal Year 2022 Financial Results Q&A Session. At this time, all pa ...