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: Andrew Edouard Buscaglia - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So you gave a -- last quarter, you gave a pretty strong guide for Q3. And you exceeded it by quite a bit. So I'm wondering, where were you mostly
surprised? I mean you called out the e-commerce logistics, consumer electronics. And then you also called out some online learning, working from
home, kind of seems like a pickup in that activity. But where -- I guess, where were you guys surprised?
Question: Andrew Edouard Buscaglia - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Okay. Yes, it was quite a -- yes, I haven't seen it quite a beat like that on your own guidance in some time. So it's just interesting that those trends
are even stronger than you anticipated.
Question: Andrew Edouard Buscaglia - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Yes, I imagine. And I wanted to ask you, too, on the AI deep learning. You made a comment that the D900 was your most successful product launch.
What -- I guess, what's behind that statement? It doesn't seem like it's too material right now. I know you're tying it to more automotive. So as a
follow-up, where -- if we were to try to model in some material impact next year from this, which end markets do we assume that comes in?
|
