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    Nick Doyle • Needham & Company

    Nick Doyle's questions to Synaptics Inc (SYNA) leadership

    Nick Doyle's questions to Synaptics Inc (SYNA) leadership • Q4 2025

    Question

    Nick Doyle of Needham & Company asked for more details on the marquee audio OEM win, including how Synaptics won the design so quickly and what other near-term opportunities exist for the Astra SoC. He also inquired about the specific drivers behind the strong near-term growth in the core IoT segment.

    Answer

    President & CEO Rahul Patel clarified that the audio OEM win was secured with a predecessor to the newly taped-out Astra chip. The win was attributed to the chip's embedded AI processing, which enables high-fidelity audio synchronization, and the comprehensive software provided. Patel stated that the strong near-term growth in core IoT is being driven primarily by the ramp of wireless products, particularly Wi-Fi 7, in combination with new processors.

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    Nick Doyle's questions to Cerence Inc (CRNC) leadership

    Nick Doyle's questions to Cerence Inc (CRNC) leadership • Q3 2025

    Question

    Nick Doyle of Needham & Company inquired about the drivers for the increase in Price Per Unit (PPU), the materiality of revenue true-ups, and the auto production outlook, including potential demand pull-in to Q3.

    Answer

    CFO Tony Rodriguez attributed the PPU increase to higher volumes in embedded licenses, professional services, and favorable currency rates, noting it was too early for new AI programs to have an impact. He stated that while individual revenue true-ups were not material, their aggregate was higher than normal. CEO Brian Krzanich and CFO Tony Rodriguez confirmed that some Q3 strength was likely due to OEM production pull-in ahead of tariffs, which is reflected in the Q4 guidance, but they remain confident in the raised full-year forecast.

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    Nick Doyle's questions to Skyworks Solutions Inc (SWKS) leadership

    Nick Doyle's questions to Skyworks Solutions Inc (SWKS) leadership • Q3 2025

    Question

    Nick Doyle of Needham & Company inquired about the performance of the infrastructure and networking sub-segment, asking if inventory digestion is complete. He also asked for the revenue split from the largest customer between mobile and broad markets.

    Answer

    CEO Philip Brace confirmed that the inventory overhang in the data center and infrastructure market appears to be resolved, with supply and demand now aligned with consumption. VP of Investor Relations Rajvindra Gill stated that the largest customer accounted for 63% of sales, with a split of approximately 85% mobile and 15% broad markets, and a similar mix is expected for the next quarter.

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    Nick Doyle's questions to Skyworks Solutions Inc (SWKS) leadership • Q2 2025

    Question

    Nick Doyle asked for the revenue contribution from the largest customer and how its broad markets business was performing. He also inquired how gross margins are being maintained above 45% despite lower revenue and utilization.

    Answer

    CFO Kris Sennesael stated the largest customer's revenue was split roughly 85% mobile and 15% broad markets, consistent with historical trends. He explained that gross margins are being supported by a favorable product mix, as the higher-margin broad markets business is growing sequentially while mobile declines.

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    Nick Doyle's questions to Penguin Solutions Inc (PENG) leadership

    Nick Doyle's questions to Penguin Solutions Inc (PENG) leadership • Q3 2025

    Question

    Nick Doyle from Needham & Company asked for details on the CDW partnership and how it differs from other channel approaches. He also questioned the drivers behind services revenue growth, which occurred despite a sharp decline in overall Advanced Compute revenue for the quarter. In a follow-up, he asked about the market capacity for 'production inference' and Penguin's role in providing the necessary high-availability solutions.

    Answer

    Mark Adams, President & CEO, described channel partnerships like CDW as an early-stage investment to scale the business and reach a broader set of customers. He explained that services revenue growth is driven by a mix of ratable recognition from past deals and new service orders. On the topic of production inference, Adams affirmed that high availability is critical for these environments. He emphasized that Penguin's value proposition, rooted in its HPC background, is to deliver maximum system uptime and reliability through its software and services, which is crucial for customers making large capital investments in AI.

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    Nick Doyle's questions to MACOM Technology Solutions Holdings Inc (MTSI) leadership

    Nick Doyle's questions to MACOM Technology Solutions Holdings Inc (MTSI) leadership • Q4 2024

    Question

    Speaking for Quinn Bolton, Nick Doyle asked for more detail on the applications for lower data rate Active Copper Cables (ACCs) and whether they are taking share from DACs. He also asked if any specific factors were pulling in the transition to DOCSIS 4.0.

    Answer

    CEO Stephen Daly gave a high-level response on ACCs, noting international interest for various rack-level implementations. On DOCSIS 4.0, he explained the transition is not being pulled in but is rather proceeding after a multi-year design cycle and a prolonged inventory burn-down in the CATV market. He noted that MACOM is now seeing backlog growth for new DOCSIS 4.0 platforms and that the new architecture presents additional product opportunities.

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    Nick Doyle's questions to Mobileye Global Inc (MBLY) leadership

    Nick Doyle's questions to Mobileye Global Inc (MBLY) leadership • Q3 2024

    Question

    Nick Doyle, on for Quinn Bolton, asked for the company's perspective on Waymo achieving 150,000 rides per week and whether new EU tariffs on Chinese OEMs would impact Mobileye's volume expectations.

    Answer

    CEO Amnon Shashua called the Waymo news 'very encouraging' for the robotaxi space, noting the next challenge is achieving economies of scale by reducing costs like teleoperations. Executive Daniel Galves stated that the European tariffs on Chinese vehicles were expected and had already been factored into the company's financial outlook and reported metrics.

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