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Jillian Olivier

Research Analyst at Susquehanna

Jillian Olivier is an Equity Research Analyst at Susquehanna International Group (SIG), specializing in coverage of technology and consumer companies with an emphasis on actionable investment insights. She covers several leading firms within these industries, and her performance track record includes recognition on investment research platforms for successful Buy and Sell calls, with notably strong hit rates and average returns above sector benchmarks. Jillian began her career after completing undergraduate studies in finance, previously working at boutique research shops before joining Susquehanna in 2019. She maintains FINRA registration and holds both Series 7 and Series 63 licenses, further underscoring her professional qualifications.

Jillian Olivier's questions to CIRRUS LOGIC (CRUS) leadership

Question · Q2 2026

Jillian Olivier asked if there were any changes to Cirrus Logic's smartphone unit outlook for the year, despite better recent results, and requested more details on new products for AI PCs, including their impact on SAM, expected revenue, and customer interest.

Answer

CFO Jeff Woolard reiterated that while the quarter was strong due to smartphone units, the company's view on upcoming seasonality remains consistent with historical patterns, and they are only guiding for the next quarter. CEO John Forsyth explained that AI PC voice features are a significant and recent topic, expanding the PC SAM. He detailed key drivers including penetration into higher volume tiers, SoundWire propagation, expanded support across PC platform vendors, and advanced voice features for AI, such as enhanced audio capture and low-power voice wake. He noted that the first device focused on these features began sampling in the December quarter, with revenue expected later.

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Question · Q2 2026

Jillian Olivier asked if there were any updates to the smartphone unit outlook for the year, given the better-than-expected results, and sought more details on new products being developed for AI PCs, including their impact on the total addressable market (SAM), revenue expectations, and initial customer interest.

Answer

CFO Jeff Woolard reiterated that the smartphone unit outlook remained consistent with previous statements, acknowledging a strong quarter driven by units but maintaining the expectation of historical seasonality for the upcoming period. CEO John Forsyth explained that AI PC features significantly expand the PC SAM. He detailed four key drivers for PC momentum: penetration into higher-volume product tiers, SoundWire adoption, expanded support across multiple PC platform vendors, and the development of best-in-class voice IP for AI applications, including low-power voice wake features. He mentioned sampling the first device focused on these features in the last quarter, with a strong roadmap ahead.

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