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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?
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Next Cirrus Logic earnings date
Q2 20263 Nov, 2025
Next Cirrus Logic earnings date
Q2 20263 Nov, 2025
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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.
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