业绩总结 - 公司在2023财年实现了创纪录的净销售额达到84亿美元[5] - 连续130个季度实现非GAAP盈利[7] - 公司在2023财年第四季度，实现了净销售额为22.3亿美元，同比增长21.1%[9] - 公司在2023财年实现了净销售额84.4亿美元，同比增长23.7%[10] - 公司在2023财年实现了每股收益6.02美元，同比增长30.6%[10] - 公司在2023财年第一季度实现了净销售额为22.88亿美元，同比增长16.5%[11] - 公司在2023财年第一季度实现了每股收益1.64美元，同比增长19.7%[11] - 公司在2023财年第一季度实现了毛利率为68.4%[11] - 公司在2023财年第一季度实现了营运利润率为48.1%[11] 市场趋势 - 半导体销售同比增长率为35%[13] - 预计2022年全球半导体销售额为3150亿美元[14] - 现金流量为23.4%，达到3150亿美元[15] 财务目标 - 长期目标范围为67.5%至68.5%的非GAAP毛利率[17] - 长期目标范围为44%至46%的非GAAP营运利润率[18] - 19个季度连续还债，自2019财年以来已支付23亿美元股息[24] - 预计未来7个季度将实现100%的自由现金流回报[24] - 5年有机收入复合年增长率目标为10%至15%[25] - 调整后EBITDA利润率目标为48%以上，自由现金流目标为38%以上[25] 公司策略 - 公司致力于有机增长，提高现金流量和利润率[26]

Microchip Technology Inc. (NASDAQ:MCHP) Q3 2023 Earnings Conference Call February 2, 2023 5:00 PM ET Company Participants Ganesh Moorthy - President & Chief Executive Officer James Eric Bjornholt - Senior Vice President & Chief Financial Officer Stephen Sanghi - Executive Chair Sajid Daudi - Head Of Investor Relations Conference Call Participants Toshiya Hari - Goldman Sachs Vivek Arya - Bank of America Securities Gary Mobley - Wells Fargo Securities Joshua Buchalter - Cowen & Company Raji Gill - Needham & ...

MICROCHIP A Leading Provider of Smart, Connected and Secure Embedded Solutions Investor Presentation Second Quarter Fiscal Year 2023 Investor Presentation Third Quarter Fiscal Year 2023 Ganesh Moorthy/Steve Sanghi/Eric Bjornholt February 2023 Leading Provider of Smart, Connected, and Secure Embedded Control Solutions SAFE HARBOR Forward Looking Statement Safe Harbor: During the course of this presentation, we will make projections or other forward-looking statements regarding the future financial performanc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 0-21184 MICROCHIP TECHNOLOGY INCORPORATED (Exact Name of Registrant as Specified in Its Charter) Delaware ...