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: Gary Mobley - Loop Capital - Analyst
: I didn't see your 10-K filing, perhaps it's not out yet, but maybe if you can give us a preview into what your largest customer represented
for your fiscal year '25 revenue. And then more broadly, for all your customers, did you see any pull forward in the fourth quarter in
their production, perhaps to get ahead of some tariff dates?
Question: Gary Mobley - Loop Capital - Analyst
: Okay. As my follow-up, I wanted to ask for a progress report on your PC related traction now that we're at a end of the fiscal year.
And maybe you can give us a sense of the materiality for the full fiscal year and perhaps what you might be counting on for the
current fiscal year we're just now starting.
Question: Thomas O'Malley - Barclays Capital - Analyst
: I wanted to understand to the extent that you can the camera controller content road map in the future. Obviously, you don't talk
about specific customers, but I had to noticed from some teardowns over the last couple of months that it does look like you've seen
some proliferation in the low end of the portfolio with camera controller content.
So like should we be thinking about the future of camera controllers being something where you need multiple across each camera?
Have you kind of reached a point where that doesn't continue? But to the best of your extent, like to the best of your ability, can you
kind of describe where does that camera controller content hit a wall just because I'm seeing some really nice gains there already.
And I was surprised to see it this year as well. You guys haven't talked about it at the low end at least.
Question: Thomas O'Malley - Barclays Capital - Analyst
: Got you. Super helpful. And if I look at the last fiscal year, you guys looked like you grew your largest customer nearly double digits,
which is kind of what you described, very strong content year to the point that you were just making about audio versus HPMS.
Obviously, there's some in both, but a big contributing factor there. If you look at the future and you look at content broadly, when
you look at the next fiscal year, can you just as we're starting here, give us a feel for what we should be thinking about?
You were very communicative last year. Obviously, the codec and the AMP upgrades. But this year, I think there's just been a little
less detail to the extent that you can give us a little color on just the base case expectations for this year. That would be super helpful.
Question: Tore Svanberg - Stifel - Analyst
: John, I know you commented on sort of maybe some pull-in from customers in the March quarter. What about what you've seen so
far in the June quarter? Obviously, anything that is reflected in your guidance. But just wondering if you've seen any abnormal
behavior in bookings from your customers?
And what are some of the variables that you are contemplating as we navigate through this quarter? Is it mainly your customers
moving manufacturing? Or what exactly are you eyeing to get a better read on what's going on near term?
Question: Tore Svanberg - Stifel - Analyst
: Great. And for you, John, I know you mentioned in your shareholder letter some of these general purpose or general market products.
What exactly are your ambitions there? I mean is this something that eventually can become 10% of your revenues? I mean I know
that's probably premature now, but it does sound like you're trying to leverage your IP to do more.
And related to that, I also saw you're sampling some timing products. Is that tied to the IP that you had for MEMS-based microphones?
Or are these completely different IP blocks?
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