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Didier

Wall Street Analyst at Bank of America

Didier Scemama is a Wall Street Analyst at Bank of America Securities, specializing in the Technology sector and covering 19 stocks across US, UK, France, and Germany markets. He has issued 134 ratings, with 72% Buy recommendations, achieving a 32% success rate where 25 out of 78 ratings generated profits, though with an average return of -6.70% per rating over one year; his best call was a Buy on ASML Holding NV yielding +61.90%. Scemama has been active making trades and recommendations since at least 2011, focusing on technology firms without specified previous firms in available data. No specific professional credentials such as FINRA registrations or securities licenses are detailed in public profiles.

Didier's questions to LOGITECH INTERNATIONAL (LOGI) leadership

Question · Q3 2026

Didier asked for a breakdown of personal workspace (PWS) organic growth into volume versus price components. He also questioned Logitech's strategy if facing a significant PC market decline in fiscal year 2027, specifically whether the company would reduce pricing to maintain share or prioritize margins, potentially at the cost of market share.

Answer

CEO Hanneke Faber stated that Logitech does not break out exact units versus price for PWS but confirmed that the strong PWS growth in the quarter was a combination of positive units, premiumization (people trading up), and US pricing. She emphasized that Logitech is never happy to lose share and employs intentional, strategic, and surgical promotions to defend it. CFO Matteo Anversa added that the diligent and surgical promotional approach contributed to the higher end of the gross margin range.

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