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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Microchip (MCHP) investor relations material
Microchip Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Market trends and business performance
July bookings reached a two-year high, with August performing better than typical for the season.
Strongest growth is seen in AI, data center, infrastructure, and connectivity, with significant design-in activity for 10BASE-T1S Ethernet.
Aerospace and defense represent about 18% of revenue, benefiting from global defense spending and high-margin FPGA products.
Automotive growth is driven by connectivity and HMI products, especially in high-end dashboards and next-gen Ethernet.
China accounts for 18% of revenue, with most business insulated from tariffs and ongoing growth in non-EV segments.
Inventory and operational strategy
Inventory is being aggressively reduced, with manufacturing at 50% of demand to lower days of inventory from 261 to the 190s by September.
Targeting 195 to 200 days of inventory for the September quarter, with a long-term goal of 130 to 150 days.
High inventory levels reduce customer visibility and backlog, so right-sizing is a priority.
Strategic initiatives and financial targets
Focus on reorganizing microcontroller groups, funding connectivity, networking, and data center growth, and creating a unified network processor.
New AI/ML business unit established to drive growth across multiple business units.
Committed to reducing operating expenses to 25% of revenue, leveraging AI-driven productivity gains.
March numbers reflect baseline post-layoffs, with variable compensation tightly managed.
What is the path to 130-150 days inventory?
Quantify AI/ML impact on productivity and sales.
What drives growth in connectivity and FPGAs?
Partial view of Summaries dataset, powered by Quartr API
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Next Microchip earnings date
Q2 20264 Nov, 2025
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Frequently asked questions
Microcontrollers, Processors, and More
Microchip Technology Incorporated is a provider in the field of smart, connected, and secure embedded control solutions. The company's product portfolio is extensive, encompassing general-purpose 8-bit, 16-bit, and 32-bit microcontrollers, alongside 32-bit embedded mixed-signal microprocessors and specialized microcontrollers tailored for a variety of applications. These applications range from automotive and industrial to computing, communications, lighting, power supplies, motor control, human-machine interface, security, and connectivity solutions. Microchip Technology is headquartered in Chandler, Arizona, and its shares are listed on the Nasdaq.
Founding and Growth
Founded in 1989, Microchip Technology emerged from a predecessor company, General Instrument, which was restructured to focus specifically on its microelectronics division. This strategic shift was driven by the recognition of the growing potential and demand for microcontrollers, which are integral in the operation of a myriad of electronic devices.
From its inception, Microchip adopted a unique approach by concentrating on the development of PIC microcontrollers, a type of easily programmable chip that found extensive applications in various electronic devices due to its versatility and cost-effectiveness. Over the years, Microchip Technology expanded its product line beyond microcontrollers to include analog, memory, and several other semiconductor products.
The Products
Microchip Technology Inc. manufactures a variety of electronic components, including microcontrollers, mixed-signal, analog, and Flash-IP integrated circuits. Its microcontrollers are designed to manage specific operations in electronic systems and are a fundamental component in various applications, ranging from simple tasks like controlling small household appliances to complex systems in automotive electronics, industrial machinery, and advanced communication devices. Mixed-signal products combine analog and digital functions, utilized to convert real-world inputs into digital data. Analog components are used to manage real-world signals within electronics, and their Flash-IP solutions focus on providing memory storage. Some other companies operating in the same industry are Texas Instruments, Analog Devices, and Intel.
Working With Customers
Microchip’s business model, emphasizing long-term client relationships and a commitment to providing comprehensive support and resources for developers, has played a pivotal role in its sustained growth. The company's design tools, development boards, and comprehensive technical documentation have made it easier for engineers to implement Microchip's products in their designs, fostering a loyal customer base and steady demand for its products.
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