Silicon Laboratories Inc. (NASDAQ:SLAB) Citi’s 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 4:50 PM EDT
Company Participants
Robert Johnson – CEO, President & Director
Thomas Haws – Investor Relations Manager
Conference Call Participants
Atif Malik – Citigroup Inc., Research Division
Presentation
Atif Malik
Director and Semiconductor Capital Equipment & Specialty Semiconductor Analyst
Good afternoon, everyone. Welcome to day 2 of Citi Global TMT Conference. My name is Atif Malik. I cover U.S. semiconductors, semiconductor equipment and networking equipment stocks at Citi. It’s my pleasure to welcome Matt Johnson, President and CEO of Silicon Labs, as well as Thomas Haws from Investor Relations. It’s the final session before the semifinals kick off at U.S. Open. So let’s do this.
Question-and-Answer Session
Atif Malik
Citigroup Inc., Research Division
Matt, in terms of the market outlook, your revenues troughed last December 2023, and you’ve seen some good consecutive sequential recovery for the past 1.5 years. Before diving deep into share gains and prior cycles, could you share with us what you see in the end market demand now?
Robert Johnson
CEO, President & Director
Sure. So big picture, I think being transparent with everyone, there’s not a lot of great visibility out there in the marketplace right now. There’s — I think between uncertainty around trade and a lot of other things going on like geopolitics, I think customers are not leaning in, I think they’re taking a safe and conservative approach and kind of ordering well within lead times. And we’ve seen this consistently over much of this year. So visibility isn’t as strong as we’d like.
What we do like is from a data perspective and actuals, we like what we see in bookings. It’s been consistently moving in the right direction, pretty stable and steady over those 6 quarters. We like
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