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Cirrus Logic (CRUS) investor relations material
Cirrus Logic Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
AI and edge computing trends
AI is expected to shift from data centers to edge devices, increasing demand for power-efficient, compact chips and voice-enabling IP.
Voice interfaces are seen as a key mode for AI at the edge, with opportunities in phones, PCs, and emerging AI device categories.
Automotive market expansion
Recently announced automotive haptics products aim to improve user experience, addressing lag and poor feedback in current systems.
Automotive haptics are considered 20 years behind consumer devices, and new products are auto-qualified and have been demonstrated to OEMs.
Revenue impact from automotive products is expected in the 2027–2028 timeframe due to long design cycles.
PC market growth and outlook
PC segment is experiencing significant growth, with FY 2025 revenue in the low tens of millions and expected to double in FY 2026.
Transition from HDA to SDCA audio architecture is accelerating, with 15–20% of laptops using SDCA and 75% of those using their silicon.
Mainstream PC devices ($800–$1,000) are projected to drive about 50% of PC-related revenue in FY 2026.
AI edge: voice interface's revenue impact?
Auto haptics: overcoming 20-year market lag
PC business: SDCA transition's revenue impact?
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Next Cirrus Logic earnings date
Q3 20263 Feb, 2026
Next Cirrus Logic earnings date
Q3 20263 Feb, 2026
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Frequently asked questions
Cirrus Logic, Inc. specializes in the development of low-power, high-precision mixed-signal processing solutions for audio and voice applications. Its product lines include audio converters, amplifiers, smart codecs, and power control devices used in consumer electronics. Cirrus Logic, Inc. is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.
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