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: Aaron Lee - Macquarie Group Ltd - Analyst
: Hey Thi, Michael, thanks for taking my question. As it relates to guidance, you referenced estimated consumer spending patterns in the release
any more color you can put behind that just in terms of your expectations? And can you comment on how trends looked as you progressed through
the quarter and into October, please? Thank you.
Question: Aaron Lee - Macquarie Group Ltd - Analyst
: Got it. Great, that's helpful color. And then on the memory market, do you have any visibility into how long the tightness there could last and at
what point do you decide it's appropriate to start mitigating and how quickly can you implement the mitigation plans? Thank you.
Question: Aaron Lee - Macquarie Group Ltd - Analyst
: All right, got it. Thanks for all the color. Good luck.
Question: Alicia Reese - Wedbush Securities Inc - Analyst
: Hi. Thi, Michael. Thanks for taking my question. If we could double click a little bit more on the memory -- the guidance with regard to the DDR5,
can you give us a little bit more color on the conservatism? I suppose what you are looking at in terms of worst case, best case scenario to and how
that plays out through the fourth quarter.
Question: Alicia Reese - Wedbush Securities Inc - Analyst
: Thank you.
Question: Drew Crum - B. Riley Securities Holdings Inc - Analyst
: Hi, thanks. Good afternoon, everyone. Michael, your commentary on tariff costs $12 million. Just want to clarify that's an unmitigated number. Also,
what do you anticipating through the balance of the year and any preliminary thoughts as to where your tariff exposure costs will be in '26 and
then I have a follow-up.
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Question: Drew Crum - B. Riley Securities Holdings Inc - Analyst
: Got it. Okay. Very helpful. And then Thi, looks like I peaked at your 10-Q, looks like your US business lagged other regions during 3Q. And I know
one of your competitors last week flagged weaker consumer demand in the domestic market during their 3Q. I'm curious if your comments,
concerning the North American market being up single-digits versus double-digits earlier in the year. What that contemplates as far as the holiday
quarter is concerned. Thanks.
Question: Drew Crum - B. Riley Securities Holdings Inc - Analyst
: Got it. Thanks, guys.
Question: Rian Bisson - Craig-Hallum Holdings LLC - Analyst
: Hey guys, it's Ryan on for Tony Stoss. Thanks for taking my question. I'm just curious kind of on the Elgato side. I mean, now that it's been kind of
a full quarter with the Nintendo Switch 2 selling and it's selling very well. If there's anything you could speak to about maybe Stream Deck capture
cards that could be trending better than expectations just with an expansion into the Nintendo Switch 2 market.
Question: Rian Bisson - Craig-Hallum Holdings LLC - Analyst
: Great, thank you so much guys. Congrats on the profitability.
Question: Doug Creutz - Cowen and Company LLC - Analyst
: Hey, thank you. It's kind of a big picture question. I read a story the other day that Steam's active user base had roughly doubled over the last five
or six years. And I remember several years ago, you guys had an Analyst Day where you talked about your expectations for growth in the PC gaming
market. And they were sort of consistent with that, maybe a low double-digit growth rate.
When I look at your components and systems segment revenue, where it's likely going to come out this year, relative to where it was in 2019, it's
only up about 15%, which there seems like there's, it's somewhere there's a lot of leakage between the overall growth rate of the industry and what
you guys are seeing on the system side, obviously your peripherals performance has been higher, but there's also been a lot of M&A in that segment.
So maybe could you talk about, why the divergence in the growth you've seen versus the growth the industry has seen. And what you can do to
get the the two back into sort of parity. Thank you.
Question: Doug Creutz - Cowen and Company LLC - Analyst
: Okay, thank you.
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