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    Neil Young • Needham & Company, LLC

    Neil Young's questions to Valens Semiconductor Ltd (VLN) leadership

    Neil Young's questions to Valens Semiconductor Ltd (VLN) leadership • Q2 2025

    Question

    Neil Young of Needham & Company inquired about the distribution of tariff-related revenue pressure between the CIB and automotive segments and asked for the gross margin outlook by segment for Q3.

    Answer

    CEO Gideon Ben-Zvi explained that the tariff impact is indirect, affecting customers in both the automotive and audio-video industries who manufacture in tariff-exposed regions. CFO Guy Nathanzon stated that while overall Q3 gross margin guidance is provided, the company does not break down margin guidance by segment.

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    Neil Young's questions to Valens Semiconductor Ltd (VLN) leadership • Q4 2024

    Question

    Neil Young, on behalf of Quinn Bolton, inquired about the strongest near-term demand drivers in the cross-industry business, its growth outlook for 2025, and the factors behind the Q1 gross margin guidance.

    Answer

    CEO Gideon Ben-Zvi explained that demand is mixed, with recovery in traditional ProAV, new growth from huddle rooms and USB connectivity, and longer-term potential in industrial machine vision. CFO Guy Nathanzon added that Q1 gross margin is influenced by a product mix shift in the cross-industry business and a more sustainable cost optimization in automotive, with the overall margin dependent on the revenue split between the two segments.

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    Neil Young's questions to MACOM Technology Solutions Holdings Inc (MTSI) leadership

    Neil Young's questions to MACOM Technology Solutions Holdings Inc (MTSI) leadership • Q2 2025

    Question

    Neil Young, on behalf of Quinn Bolton, asked for the gross margin outlook for the remainder of the year and inquired about any observed or potential impacts from tariffs on MACOM's business.

    Answer

    CFO John Kober stated that gross margin is expected to remain in the mid-57% range for Q3, consistent with recent quarters, noting that lower utilization at the Lowell fab is a headwind. President and CEO Stephen Daly addressed tariffs, stating no noticeable impact has been seen on customer behavior, and emphasized that MACOM's business is largely direct, non-commodity, and U.S.-centric, making the situation manageable.

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    Neil Young's questions to Synaptics Inc (SYNA) leadership

    Neil Young's questions to Synaptics Inc (SYNA) leadership • Q2 2025

    Question

    Neil Young of Needham & Company inquired about the segmental reporting for the $40 million in annualized sales from the Broadcom transaction and asked for specifics on areas of strength or weakness driving the improvement in Enterprise bookings.

    Answer

    Interim CEO and CFO Ken Rizvi clarified that all revenue from the Broadcom deal will be categorized under the Core IoT segment. Regarding the Enterprise business, Rizvi noted that the improvement is broad-based, with particular traction in peripherals. He expressed strong confidence in the overall business, citing lean inventories and a clear path to sequential growth of approximately $10 million per quarter through the calendar year, with automotive being the only remaining sluggish area.

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