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: Tore Svanberg - Stifel, Nicolaus & Company Inc - Analyst
: Congratulations on the results. I know you can't, obviously, talk specifically about your largest customers' business. But this year has
been quite unusual from a seasonality perspective. So I was just wondering if you could share any thoughts with us on seasonality
going forward. I mean, will 2026 potentially be sort of back to normal? Again, anything you could share with us would be really
helpful.
Question: Tore Svanberg - Stifel, Nicolaus & Company Inc - Analyst
: Great. That's very helpful. And as my follow-up for you, John, in the shareholder letter, you stated again, there's potential opportunities
on the power/battery side in the smartphone market. Any updates there? Again, I know you can't talk about specific design wins,
but clearly, battery management is becoming quite crucial for next-generation smartphones. So any updates there would be helpful.
Question: Dylan Ollivier - Susquehanna Financial Group LLLP - Analyst
: This is Dylan Ollivier on for Chris Rolland. So for my first question, so last quarter, you said that you didn't have any material changes
to your smartphone unit outlook for the year despite your better results. Would you now have any changes to your unit outlook?
Or are units still tracking in line?
Question: Dylan Ollivier - Susquehanna Financial Group LLLP - Analyst
: Great. So secondly, I'd love to hear more about these new products that you talked about that you're developing for AI PCs. So does
this expand your SAM? And when can we expect revenue here? Are you getting a lot of initial interest from customers?
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NOVEMBER 04, 2025 / 10:00PM, CRUS.OQ - Q2 2026 Cirrus Logic Inc Earnings Call
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