The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Christopher Rolland - Susquehanna Financial Group LLLP - Analyst
: Congrats on the results. I guess probably, Rahul, for you, as it comes to mobile, you guys have, I think, one major mobile player using your combo
chips. But can you talk about possibilities for more, particularly handset OEMs potentially doing their own APs or elsewhere? And how possible are
these opportunities for you guys?
Question: Christopher Rolland - Susquehanna Financial Group LLLP - Analyst
: Fantastic. And you were speaking about your road map for new products in the prior question. You also mentioned Astra that you could potentially
pull that in. I think it was a 2027 high-volume timetable for shipments. But I was wondering if you could update us in terms of the status on
high-volume shipments for the MCU plus combo chip product you are talking about. And perhaps I think you have a broad markets MCU on your
road map as well.
Question: Christopher Rolland - Susquehanna Financial Group LLLP - Analyst
: That semi-custom sounds interesting. You're going to have to tell us more next time.
Question: Kevin Cassidy - Rosenblatt Securities Inc - Analyst
: Congratulations on the great results. Just to dig in a little more on the Core IoT and that strong growth you're seeing. On the wireless side, are you
seeing -- is the growth being driven by more units? Or is it -- is there a strong upgrade cycle giving you a higher ASP?
Question: Kevin Cassidy - Rosenblatt Securities Inc - Analyst
: Yeah. On the enterprise side, are you seeing any potential for a refresh cycle in docking stations? Or is the growth going to come just from PC
components?
Question: Peter Peng - JPMorgan Chase & Co - Analyst
: Congratulations on the results. The first question I have is just on expanding into outside your core consumer markets now into industrials, especially
with the SL2600 launch and then also the broad markets. Maybe if you can just an update on the initiative there as you kind of build out that
channel on that long tail of customers.
Question: Peter Peng - JPMorgan Chase & Co - Analyst
: Got it. And then maybe if you can -- I think there's a lot of optimism about smart glasses and so forth. Maybe you can just talk about your engagement
and what kind of content opportunities do you think you can have in this opportunity?
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