Jing Xiao Liu's questions to Synaptics Inc (SYNA) leadership • Q2 2025
Question
David Liu of Mizuho inquired if the $300 million Astra platform funnel has grown, particularly with interest in smaller AI models, and asked for an update on the attach rate for its User Presence Detection (UPD) solution following a new OEM win.
Answer
Interim CEO Ken Rizvi confirmed the Astra pipeline continues to grow. SVP of IoT Processors Vikram Gupta added that the Google announcement accelerated customer traction and that the trend toward smaller, efficient models benefits their edge-focused strategy. On UPD, Rizvi announced a design win at a second major OEM but declined to specify attach rates, while SVP Satish Ganesan noted they are bullish on the technology's adoption.