Cirrus Logic, Inc. (CRUS) Q2 2025 Earnings Call Transcript Summary
Cirrus Logic, Inc. (CRUS) Q2 2025 Earnings Call Transcript Summary
Non-GAAP operating income reached $156.2 million, 28.8% of revenue, with record earnings per share of $2.25 for the quarter.The following is a summary of the Cirrus Logic, Inc. (CRUS) Q2 2025 Earnings Call Transcript:
以下是凌雲半導體公司（CRUS）2025財年第二季度業績會電話會議摘要：
Financial Performance:
財務表現:
Cirrus Logic reported a record Q2 FY 2025 revenue of $541.9 million, an increase of 13% year-over-year, primarily driven by higher smartphone unit volumes and next generation products.
Non-GAAP gross profit for Q2 was $282.9 million, with a gross margin of 52.2%, a year-over-year increase of 90 basis points, attributed to favorable product mix offset partially by higher supply chain costs.
Non-GAAP operating income reached $156.2 million, 28.8% of revenue, with record earnings per share of $2.25 for the quarter.
凌雲半導體報告2025財年第二季度營業收入創紀錄，達到54190萬美元，同比增長13%，主要受高端智能手機銷量增加和下一代產品推動。
第二季度非通用會計淨毛利潤爲28290萬美元，毛利率爲52.2%，同比增長90個點子，主要歸因於有利的產品組合，部分抵消了較高的供應鏈成本。
非通用會計營業收入達到15620萬美元，佔營業收入的28.8%，本季度每股收益創紀錄，爲2.25美元。
Business Progress:
業務進展:
Shipping next generation custom boosted amplifier and first 22 nm smart codec, reflecting improvements in power efficiency and audio quality in smartphones.
Growth in high-performance mixed signal solutions, notably in camera controllers, with increased value and upcoming smartphone features.
Expansion into laptops with significant wins, including a high-volume mainstream design and multiple components in Tier 1 devices, showcasing the potential for growth beyond smartphones.
推出下一代定製升級功放和首款22納米智能編解碼器，反映了智能手機在功耗效率和音頻質量方面的改善。
高性能混合信號解決方案增長顯著，尤其是在攝像頭控制器領域，價值增加且即將推出的智能手機功能。
通過在筆記本電腦領域取得重大成功，包括大量生產的主流設計和一流設備中的多個元件，展示了超越智能手機增長潛力。
Opportunities:
機會：
Opportunities to grow smartphone content with new high-performance mixed signal components and advanced camera controllers, as well as expansion into the PC/laptop market with new components designed for audio playback and power efficiency.
Anticipation of future growth from investments in R&D focusing on advanced power sensing and battery-related technologies.
有機會通過新的高性能混合信號元件和先進的攝像頭控制器來擴展智能手機內容，同時通過專爲音頻播放和節能設計的新元件進軍個人電腦/筆記本電腦市場。
預計通過專注於先進功率傳感和與電池相關的技術的研發投資，迎來未來增長的期待。
Risks:
風險：
Inventory build-up expected to increase in FY '26 under wafer purchase commitments with GlobalFoundries, which requires careful management given current market conditions.
預計在全球芯片代工廠GlobalFoundries的硅片採購承諾下，庫存將在FY '26年增加，鑑於目前的市場條件，需要謹慎管理。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
