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Cirrus Logic(CRUS) - 2023 Q4 - Earnings Call Transcript
2023-05-05 09:48
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 ...
Cirrus Logic(CRUS) - 2023 Q4 - Earnings Call Presentation
2023-05-05 07:09
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(CRUS) - 2023 Q3 - Earnings Call Transcript
2023-02-03 09:59
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 ...
Cirrus Logic(CRUS) - 2023 Q3 - Quarterly Report
2023-02-02 00:00
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(CRUS) - 2023 Q2 - Earnings Call Transcript
2022-11-02 07:56
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(CRUS) - 2023 Q1 - Earnings Call Transcript
2022-08-03 08:24
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(CRUS) - 2022 Q4 - Earnings Call Transcript
2022-05-04 07:34
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 ...