)
Visual21 Nov 2025
Data center suppliers
Logitech International (LOGN) investor relations material
Logitech International Morgan Stanley 25th European Technology, Media & Telecom Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 25th European Technology, Media & Telecom Conference summary12 Nov, 2025
Recent quarterly performance and outlook
Strong demand in Q2 with broad-based double-digit sell-through growth across most product lines and regions; Asia-Pacific and Europe led growth, while North America was flat to slightly down due to softness in consumer gaming.
Net sales in Asia-Pacific, especially China, were driven by gaming; Europe saw growth in personal workspace and video conferencing; North America experienced a mid-single digit decline in gaming but showed improvement later in the quarter.
Entered the holiday season with healthy channel inventory and optimism, supported by new product launches and positive trends in sell-through versus sell-in.
Q3 outlook projects revenue up 1-4% in constant currency and gross margin between 42-43%, with Asia-Pacific expected to continue double-digit growth and Europe stable; North America remains the key variable.
Limited price elasticity observed in B2B and mid-to-high-end products, with more sensitivity at the low end and in gaming; pricing actions were carefully managed to offset tariffs.
International and segment strategies
Europe’s growth attributed to strong retail execution and brand leadership, while China’s gains stem from a localized product and marketing strategy, including the 'China for China' initiative.
Product innovation for the Chinese market, such as customizable mechanical keyboards, helped regain share in gaming and drive growth in higher-end personal workspace.
The company’s brand strength and innovation provide a natural shield against low-end competition, with plans to leverage China-developed products in other regions facing similar competitive pressures.
No significant competitive threats identified at the high end in China or Europe; most pressure remains at the low end.
Guidance and market dynamics
Guidance is provided one quarter at a time due to market uncertainty and the complexity of forecasting around the holiday season; annual guidance may resume if stability returns.
Peripheral sales generally outpace PC sales by a few points over the long term, with PC refresh cycles (e.g., Windows 11) expected to be a tailwind for personal workspace.
Gaming is seen as a long-term growth driver, with product offerings for both casual and professional gamers and strong partnerships with industry leaders.
Video conferencing (VC) net sales grew high single digits, driven by hybrid work trends and increased demand for video-enabled conference rooms; expansion into education and healthcare verticals is underway.
Most conference rooms globally are not yet video-enabled, presenting a significant penetration opportunity alongside a five-year replacement cycle.
How much more cost-out is achievable?
How to sustain China market share gains?
M&A: What non-product areas are targets?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Logitech International earnings date
UBS’s 2025 Global Technology and AI Conference2 Dec, 2025
Next Logitech International earnings date
UBS’s 2025 Global Technology and AI Conference2 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
)
)
Frequently asked questions
Computer Peripherals
Logitech is a Swiss company that manufactures and sells computer accessories and related software. Its products include but are not limited to, keyboards, mice, headsets, and webcams. It is one of the leaders in its field and Logitech products are sold across the world. The company’s global headquarters are located in Lausanne, Switzerland, but it also operates regional offices across the globe. Logitech’s shares are traded on the SIX as well as the Nasdaq.
Swiss Made
Founded in 1981 in Apples, Switzerland by Daniel Borel and Pierluigi Zappacosta, Logitech began its journey with the production of computer mice, capitalizing on the new GUI-driven interactions of computers. As the tech landscape transformed, Logitech evolved, expanding into a diverse range of computer peripherals including keyboards, webcams, and speakers. Over the years, the company has become known for innovation and has grown organically while making strategic acquisitions.
The Products
Through its product range, Logitech meets the needs of diverse consumer groups, from everyday users to specialized professionals. For general computer users, the company offers essential peripherals like mice and keyboards in a broad price range. For professionals with specific needs on ergonomics or functions, such as graphic designers or software developers, Logitech provides devices specially designed to fit these requirements.
The gaming segment, a significant portion of their operations, is catered to with high-performance gear, including dedicated mice, keyboards, headsets, and controllers for simulations.
Companies operating in the same industry and competing for the same customer base include names like Corsair, Razer, and even Microsoft.
Associated Software
Logitech offers an array of software solutions to complement and enhance the functionality of its hardware products. One example of this is the Logitech G HUB, a software platform designed specifically for managing Logitech's gaming peripherals. It allows users to customize device settings, including key bindings, RGB lighting effects, and more, to suit the user's style of play gameplay. Another software the company offers, Logitech Capture, is aimed at content creators and professionals by providing advanced controls for Logitech webcams. Users can adjust camera settings, overlay text, and transition between multiple video sources, making it a valuable tool for streaming, recording, and video conferencing.
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