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Submission: On May 31 via api from BE — Scanned from DE
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ANALOG DEVICES, INC. (ADI) BERNSTEIN 40TH ANNUAL STRATEGIC DECISIONS CONFERENCE
(TRANSCRIPT)
May 29, 2024 5:54 PM ETAnalog Devices, Inc. (ADI) Stock
SA Transcripts
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> Q2: 2024-05-22 EARNINGS SUMMARY
>
> Play CallTranscriptPress Release10-Q
> EPS of $1.40 beats by $0.13 | Revenue of $2.16B (-33.83% Y/Y) beats by $53.45M
Analog Devices, Inc. (NASDAQ:ADI) Bernstein 40th Annual Strategic Decisions
Conference May 29, 2024 10:00 AM ET
Company Participants
Michael Lucarelli - VP, IR & FP&A
Richard Puccio - Executive VP & CFO
Conference Call Participants
Stacy Rasgon - Bernstein
Stacy Rasgon
I guess, we'll get started. Good morning, everyone. Thank you for coming. I'm
Stacy Rasgon. I cover the U.S. semiconductor sector here at Bernstein. And it's
my honor today to introduce our guests, Rich Puccio, the CFO of Analog Devices;
and Mike Lucarelli, Head of IR.
Before I start, I want to mention, if you have questions that you'd like to ask
during the presentation, you should have a link to our Pigeonhole Forum, where
you can submit them. We will have time for Q&A at the end. Now all the companies
that I cover, ADI, I think, is one of the most respected. It's got an extremely
high-quality franchise in the analog space, particularly as it relates to signal
conversion and processing.
Over the last decade or so they've embarked on a rationalization program, and
they're sort of enjoying the fruits of that now, but they've rationalized their
product portfolio, manufacturing footprints. They were smart enough years ago to
exit mobile early enough to actually get paid to do it. I think you're one of
the only ones that ever managed to do that.
Increasingly focused product offerings and high-value applications, whatever the
end market and focus on new end markets, automotive, health care, many and many
others. They've not been shy to take advantage of inorganic opportunities to
boost the franchising growth potential. And they've now embarked on the regime
of significantly more aggressive capital return than what we saw in years past.
And to talk about all of this, it gives me a great pleasure to welcome
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ABOUT ADI STOCK
SymbolLast Price% Chg
ADI
Analog Devices, Inc.
230.000.81%Post229.89-0.05%
* 1D
* 5D
* 1M
* 6M
* 1Y
* 5Y
* 10Y
*
Created with Highcharts 11.2.0May 28May 29May 30225230235
Market Cap
$113.21B
PE (FWD)
36.70
Yield
1.53%
Rev Growth (YoY)
-18.69%
Prev. Close
$228.15
Compare to Peers
MORE ON ADI
ANALOG DEVICES: GET READY FOR THE UPCYCLE
GS Investing
ANALOG DEVICES JUMPS AS Q2 RESULTS, GUIDANCE TOP EXPECTATIONS (UPDATE)
ANALOG DEVICES DECLARES $0.92 DIVIDEND
ANALOG DEVICES BEATS TOP-LINE AND BOTTOM-LINE ESTIMATES; INITIATES Q3 OUTLOOK
TRENDING ANALYSIS
20% YIELD, 12% HIKE, I'M ALL IN: OXLC
BUY THE DIP: 2 BIG DIVIDEND STOCKS GETTING WAY TOO CHEAP
MICROSOFT: STOCK RALLY IS AT RISK
SALESFORCE Q1 2025 RESULTS: LOOK BEYOND THE WEAK RPO THAT DROVE THE SELL-OFF
UIPATH: HARBINGER OF THINGS TO COME
See All Analysis »
TRENDING NEWS
1
SALESFORCE PLUNGE, 'DOUBLE-EDGED' GDP DATA SENDS NASDAQ DOWN 1%; S&P, DOW ALSO
FALL
2
DELL IN CHARTS: REVENUES FROM INFRASTRUCTURE SOLUTIONS SOAR 22%, WHILE CLIENT
SOLUTIONS STAY PUT IN FQ1
3
META PLATFORMS DECLARES $0.50 DIVIDEND
4
APPLE PLANS MAJOR AI UPDATE FOR SIRI TO GIVE USERS MORE CONTROL OVER APPS:
BLOOMBERG
5
DELL TECHNOLOGIES TUMBLES AS Q1 RESULTS IN LINE WITH ESTIMATES
See All News »
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