Cirrus Logic, Inc. (CRUS) Barclays 23rd Annual Global Technology Conference December 11, 2025 4:55 PM EST

Company Participants

John Forsyth - CEO, President & Director Jeffrey Woolard - Chief Financial Officer

Conference Call Participants

Thomas O’Malley - Barclays Bank PLC, Research Division

Presentation

Thomas O’Malley Barclays Bank PLC, Research Division

All right. Welcome back, everyone. I’m Tom O’Malley, semi and semi-cap analyst here at Barclays. Very pleased to have Cirrus Logic with us. We’ve got John Forsyth, CEO; and Jeff Woolard, the CFO. Thank you being here.

John Forsyth CEO, President & Director

Thank you. Thanks for having us.

Question-and-Answer Session

Thomas O’Malley Barclays Bank PLC, Research Division

So forgive me, but I must ask the question that is floating around on everyone’s minds. At this time. You’ve got this big spending trend in AI, right? And today, it’s very data center focused, right? $3 trillion plus in announced data center spend. You’ve got companies that are very data center-centric that are addressing this first. And they’re doing that through retimers, cabling, memory, et cetera. But over time, the idea is that you’re moving away from data center-centric compute and potentially to the edge. The edge seems like a place in which Cirrus can play a lot more effectively. Correct me if I’m wrong, one.

And two, where do you see yourself potentially intersecting this trend kind of longer term?

John Forsyth CEO, President & Director

Yes. So first of all, yes, like I think we’re very much at the edge. I believe that AI will become more and more of a thing of the edge. I don’t think it’s quite that yet and the kind of boundaries between what takes place at the edge versus the data center is not completely clear.

But at a high level, I would say a

Recommended For You