Analog Devices Inc (LIM:ADI)

$ 224.15 0 (0%) Market Cap: 108.24 Bil Enterprise Value: 113.52 Bil PE Ratio: 65.32 PB Ratio: 3.03 GF Score: 88/100

Analog Devices Inc at UBS Technology, Media & Telecom Conference Transcript

Nov 28, 2023 / 09:55PM GMT

Transcript

Timothy Michael Arcuri

UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

Good afternoon. We're going to start our next session, and we're pleased to have Analog Devices for our next session, and we're pleased to have Vincent Roche, CEO and the Chairman of the Board of Directors. So thank you, Vincent.

Vincent T. Roche

Analog Devices, Inc. - CEO & Chair of the Board of Directors

Thank you, Tim, for having me.

Questions & Answers

Timothy Michael Arcuri

UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

Great. Well, let's just start. You reported 2 weeks ago now and business deteriorated a bit more than you expected at that time or than you thought 3 months prior. But your lead times have also fully normalized and bookings were actually up sequentially, which I take as an optimistic sign. Can you just talk about the overall demand environment and maybe some of your more important end markets? And what

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