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Logitech International (LOGN) investor relations material
Logitech International Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Demand environment and growth
Demand described as resilient, with high single-digit year-over-year growth, especially in B2B and strong consumer performance in Europe and China gaming.
North America B2B showed strong performance; Europe also saw high single-digit growth.
Price increases were implemented to offset tariffs, with B2B demand remaining strong despite a 10% price hike in the U.S.
Consumer price increases took longer to implement, with initial volume declines expected to recover in 4–8 weeks.
Some B2B demand was pulled forward ahead of tariffs, but this was not material; no pull-forward seen in B2C.
Tariff mitigation and supply chain strategy
Only one-third of revenue is exposed to U.S. tariffs, with ongoing diversification reducing China imports from 100% in 2018 to 40% now, targeting 10% by end of 2025.
Tariff impact in Q1 was about 50 basis points; Q2 impact expected between 0 and -100 basis points.
Mitigation includes agile supply chain, cost control in G&A, and proactive inventory management.
R&D and sales/marketing spending are protected from cost cuts.
Segment performance and innovation
Video collaboration segment grew double digits, driven by low global video enablement and product innovation like AI-powered Sight.
Focus on verticals such as healthcare, education, and public sector, with double-digit growth in these areas.
Gaming saw strong growth, especially in China, supported by local initiatives and government incentives.
Product partnerships and AI-driven features enhance gaming and productivity peripherals.
Long-term tariff mitigation strategy
AI's role in Logitech's competitive edge?
Video conferencing vertical strategy
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Next Logitech International earnings date
Q2 202628 Oct, 2025
Next Logitech International earnings date
Q2 202628 Oct, 2025
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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.
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