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Allegro MicroSystems (ALGM) investor relations material
Allegro MicroSystems 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
Recent business developments and leadership changes
Celebrated five years as a public company, marking a period of strong automotive growth post-COVID.
Underwent a CEO transition in February 2025, with a renewed focus on innovation and leveraging automotive expertise into industrial markets.
Significant changes in senior leadership, including new SVPs of Sales and Products, to drive strategic direction.
Enhanced internal models for inventory and entitlement, improving supply chain visibility and customer behavior management.
Positioned at the end of a major inventory correction, with lessons learned and improved operational readiness.
Market environment and financial outlook
December quarter guidance is up 4% sequentially, outperforming typical seasonality due to strong auto and data center demand.
Automotive production expected to rise by 3 million units in 2025, with data center business rebounding to 8% of revenue.
Distribution channel inventories are stabilizing, with under-shipment narrowing and inventory levels returning to target ranges.
Automotive inventory remains lean in most regions, with distributors at 10-12 weeks on hand.
Customers are willing to pay expedite fees and source from brokers, reflecting tight supply and cautious inventory strategies.
Automotive and electrification trends
Content opportunity per vehicle is about $40 for ICE, $60-65 for hybrid/BEV (400V), and up to $100 for 800V BEV.
Electrification and ADAS adoption are driving higher content per vehicle, with strong alignment to BEV and hybrid platforms.
ADAS content is significant from level 1+ systems onward, with applications in steering and braking as vehicles become more autonomous.
Company is well positioned for growth in regions with strong EV and ADAS adoption, especially China.
How will humanoid robotics impact financials by 2030?
What are the staggered layers of AI data center content?
How does TMR tech differentiate Allegro's sensors?
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Next Allegro MicroSystems earnings date
Q3 202629 Jan, 2026
Next Allegro MicroSystems earnings date
Q3 202629 Jan, 2026
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Frequently asked questions
Allegro MicroSystems Inc. develops and manufactures sensor integrated circuits and power semiconductors used in motion control and energy-efficient systems. Its products serve automotive, industrial, and consumer electronics markets. The company is headquartered in Manchester, New Hampshire, and its shares are listed on the NASDAQ.
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