)
Company Research25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
Cirrus Logic (CRUS) investor relations material
Cirrus Logic KeyBanc Capital Markets Technology Leadership Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.KeyBanc Capital Markets Technology Leadership Forum summary12 Aug, 2025
Smartphone and camera content trends
Camera content is becoming a larger share of revenue, impacting seasonality and requiring earlier shipments in the fiscal year.
Structural changes from increased camera content have shifted revenue timing, a trend that began last year and continues.
Growth in camera controllers is driven by higher attach rates, advanced generations with better performance, and robust customer innovation.
Expansion beyond camera controllers includes haptics and power conversion ICs, with a focus on supporting AI-driven power demands.
Long-term strategy involves building IP in battery and power management, with ongoing investment in silicon validation.
AI, power management, and new device opportunities
AI use cases are increasing system power demands, aligning with strengths in power delivery and battery management.
Recent launches include a 22nm codec supporting audio, voice, and sensor inputs, positioned for AI interfaces.
Low power signal processing IP is well-suited to address growing AI-related battery life challenges.
PC and notebook market expansion
PC segment revenue is set to double year-over-year, leveraging similar products across mobile and PC platforms.
Audio and voice quality are key differentiators, with boosted amplifiers and codecs tailored for laptops.
Displacement of entrenched incumbents is driven by total cost of ownership, premium audio, and software integration.
Portfolio expansion targets mainstream notebooks, avoiding the sub-$600 segment, and addresses a $1B SAM.
Collaboration with CommPal uses AI to optimize audio quality and reduce manufacturing variability.
How does AI impact battery/power needs?
What's driving gross margin outperformance?
Why did Cirrus pull back on Android investments?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Cirrus Logic earnings date
Q2 20264 Nov, 2025
Next Cirrus Logic earnings date
Q2 20264 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Frequently asked questions
Cirrus Logic, Inc. specializes in the development of low-power, high-precision mixed-signal processing solutions for audio and voice applications. Its product lines include audio converters, amplifiers, smart codecs, and power control devices used in consumer electronics. Cirrus Logic, Inc. is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage