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    Nicolas Doyle • Needham & Company, LLC

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

    Nicolas Doyle's questions to Synaptics Inc (SYNA) leadership • Q3 2025

    Question

    Nicolas Doyle of Baird inquired about the specific drivers behind the strength in Core IoT for both the reported quarter and the forward guidance, asking about the contribution from Wi-Fi 7 and the Broadcom/Pixel ramp. He also asked about the competitive landscape for User Presence Detection (UPD), particularly against FPGA and software-only solutions.

    Answer

    Interim CEO Ken Rizvi clarified that Core IoT strength was driven by existing wireless products, with the Broadcom acquisition contributing around its expected $10 million quarterly run rate in the guide. He noted Wi-Fi 7 is a 2026 driver. Regarding UPD, Ken Rizvi and Vikram Gupta, SVP of IoT Processors, stated that Synaptics is gaining share with a lower-cost, power-efficient ASIC that outperforms FPGAs and has a robust software roadmap that provides more features than software-only alternatives.

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

    Nicolas Doyle's questions to Cerence Inc (CRNC) leadership • Q2 2025

    Question

    Nicolas Doyle from Needham & Company asked for specifics on the higher technology revenue offsetting professional services weakness in the FY25 guide, the strategic value of the MediaTek partnership for Cerence's edge solution, and the primary objective behind the lawsuit against Microsoft.

    Answer

    Executive Brian Krzanich clarified that the revenue offset is driven by stronger license volumes and improved pricing from reducing discounted fixed-price contracts. He described the MediaTek relationship as a three-way partnership with NVIDIA to create optimized, cost-effective automotive SoCs, simplifying integration for OEMs. Regarding the lawsuit, Krzanich stated the sole goal is to protect Cerence's foundational intellectual property, such as text-to-speech technology, and ensure the company is compensated for its use, thereby protecting shareholder investment.

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    Nicolas Doyle's questions to Cerence Inc (CRNC) leadership • Q1 2025

    Question

    Nicolas Doyle asked about the potential size of the first major Cerence XUI customer program, the unit volume of the six recent start-of-production (SOP) programs, and the rationale for recognizing all fixed contracts in a single quarter.

    Answer

    CEO Brian Krzanich detailed that the first XUI program with a European OEM is for several million units over its life, with about one million in the first year, and confirmed it includes expected price-per-unit (PPU) upgrades. Executive Antonio Rodriquez added that formal PPU guidance will begin next quarter and that the company is seeing positive PPU growth from increased connected car adoption and higher-priced features. Regarding the $20 million in fixed contracts, Krzanich explained it was an opportunistic decision driven by strong customer demand at record-low discount rates.

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    Nicolas Doyle's questions to Cerence Inc (CRNC) leadership • Q4 2024

    Question

    Nicolas Doyle questioned the quarter-over-quarter increase in professional services revenue despite recent staff reductions and asked for clarification on the projected $5-7 million headwind for fiscal 2025. He also asked what drove the significant jump in the license average PPU.

    Answer

    Interim CFO Antonio Rodriquez confirmed the $5-7 million professional services headwind for FY25 is a year-over-year reduction from FY24, reflecting a strategic focus on higher-value projects. CEO Brian Krzanich added that quarterly professional services revenue can be 'lumpy'. Rodriquez explained the PPU increase was driven by a favorable mix, with shipped licenses including a higher number of valuable software components.

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    Nicolas Doyle's questions to Super Micro Computer Inc (SMCI) leadership

    Nicolas Doyle's questions to Super Micro Computer Inc (SMCI) leadership • Q3 2025

    Question

    Nicolas Doyle, on for Quinn Bolton, asked about supplier GPU allocations for the new Blackwell platform. He questioned if the allocations are similar to what Supermicro received for Hopper and how the supply situation has evolved as more competitors enter the server market.

    Answer

    CEO Charles Liang acknowledged that component allocation is still a factor, stating that some customers want Blackwell immediately and the company must wait for its allocation. He noted that while the situation is 'a little bit better' than during the Hopper time frame, some supply constraints remain.

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    Nicolas Doyle's questions to Sequans Communications SA (SQNS) leadership

    Nicolas Doyle's questions to Sequans Communications SA (SQNS) leadership • Q1 2025

    Question

    Nicolas Doyle asked for details on the gross margin improvement roadmap for the Calliope 2 product and inquired about the nature of the upcoming changes to the Board of Directors.

    Answer

    CEO Georges Karam explained that the gross margin profile for Calliope 2 is consistent with other products, targeting around 50% for chips and 30-35% for modules. He stated that the recent lower product gross margin was primarily due to the impact of fixed manufacturing costs on low initial volumes and higher costs for the initial launch of Calliope 2, rather than a fundamental issue with the product's profitability. Regarding the board, Karam announced plans to refresh the Board of Directors by reducing its size to below seven members and bringing in new individuals. He noted this process would begin at the next shareholder meeting and is expected to be completed over the next two to three quarters, resulting in a smaller board with more than half new members.

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    Nicolas Doyle's questions to Lattice Semiconductor Corp (LSCC) leadership

    Nicolas Doyle's questions to Lattice Semiconductor Corp (LSCC) leadership • Q4 2024

    Question

    On behalf of Quinn Bolton, Nicolas Doyle asked if achieving the channel inventory target by mid-year requires a market recovery or just solid execution. He also requested details on the drivers behind the computing segment's year-over-year revenue growth in 2024, including any color on server attach rates.

    Answer

    CEO Ford Tamer stated that a continued market recovery along current trends is necessary to reach the inventory targets by mid-2025. For the computing segment, he attributed the strength to data center demand, noting Lattice FPGAs are designed into numerous server applications for security, I/O expansion, and control functions. He highlighted that server revenue grew double-digits for the full year, driven by both general-purpose and AI servers, and mentioned a customer rack with over 50 Lattice FPGAs.

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

    Nicolas Doyle's questions to Skyworks Solutions Inc (SWKS) leadership • Q1 2025

    Question

    Nicolas Doyle asked about the drivers for the expected growth in Broad Markets, the timeline for inventory headwinds to subside in the industrial and infrastructure segments, and for more details on the new 5G premium Android content wins.

    Answer

    CFO Kris Sennesael noted that visibility in industrial and infrastructure remains low due to persistent customer inventory, though channel inventory is clean. He highlighted that Skyworks has less exposure to these areas compared to its larger connected IoT and automotive businesses, which are driving growth. Regarding Android wins, he reiterated their selective approach with customers like Samsung for their premium Galaxy line.

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    Nicolas Doyle's questions to Skyworks Solutions Inc (SWKS) leadership • Q4 2024

    Question

    Nicolas Doyle requested more specific details on the 'tremendous opportunity' in Android, such as products or connectivity types. He also questioned the business strategy behind not halting shipments more aggressively to burn through broad market inventory faster.

    Answer

    CEO Liam K. Griffin elaborated that the opportunity with Google and Samsung extends beyond smartphones into broader technology applications like AI, creating a deeper strategic partnership. CFO Kris Sennesael explained their inventory strategy is to ship in line with end-customer demand to avoid building excess channel inventory. He noted that they manage this carefully, but sometimes customer forecasts are inaccurate, leading to inventory build-up despite their efforts.

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    Nicolas Doyle's questions to Silicon Laboratories Inc (SLAB) leadership

    Nicolas Doyle's questions to Silicon Laboratories Inc (SLAB) leadership • Q3 2024

    Question

    Nicolas Doyle of Needham & Company asked about the timeline for distributor channel inventory restocking to reach the historical 80% mix and requested more detail on the expected scale of the continuous glucose monitor (CGM) design win ramps in 2025.

    Answer

    CEO Robert Johnson stated the company is in 'no rush' to return the channel mix to its historical 80% level, anticipating it will take several quarters as customer confidence and POS gradually recover. On the CGM opportunity, he confirmed the addressable market represents hundreds of millions of units and that Silicon Labs is securing significant share with over a dozen design wins set to ramp in 2025.

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    Nicolas Doyle's questions to Qorvo Inc (QRVO) leadership

    Nicolas Doyle's questions to Qorvo Inc (QRVO) leadership • Q2 2025

    Question

    Nicolas Doyle asked for clarification on Qorvo's strategy for the entry-tier Android segment, questioning if they are exiting it entirely and how long the mix shift would be an overhang. He also requested more detail on the drivers behind the company's operating expense reductions.

    Answer

    CFO Grant Brown characterized the Android situation as a TAM 'reset' of about $1 billion that will impact results into early fiscal 2026, after which they expect to resume growth. SVP of Sales and Marketing, David Fullwood, confirmed that due to pricing discipline, Qorvo does not plan to participate in the entry-tier market. Regarding OpEx, Brown stated the guided reduction reflects the change in the Android business and that resource allocation is an ongoing process to focus on the best investments, though he did not provide a longer-term forecast.

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