Grant Jason's questions to Allegro Microsystems Inc (ALGM) leadership • Q3 2025
Question
Grant Jason from UBS asked for an update on industrial end markets beyond medical and data center, specifically inquiring about trends in clean energy and the broader industrial market.
Answer
CEO Vineet Nargolwala noted encouraging signs and increasing activity in the broad industrial base, which is recovering from lows. However, he confirmed that the clean energy business, primarily solar, remains soft due to a persistent inventory overhang. He expressed optimism that an easing global monetary and regulatory environment would benefit the overall industrial segment.