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Analog Units, Inc (NASDAQ:ADI) Bernstein’s thirty ninth Annual Strategic Selections Convention 2023 Name June 1, 2023 3:30 PM ET

Firm Contributors

Vincent Roche – President and Chief Govt Officer

Convention Name Contributors

Stacy Rasgon – Bernstein

Q – Stacy Rasgon

Good afternoon, everybody. Thanks for coming as we speak. I’m Stacy Rasgon. I cowl the U.S. semiconductor and semi-cap area right here at Bernstein. And it’s my honor to introduce our visitor, the President and CEO of Analog Units, Mr. Vincent Roche.

Earlier than I begin, I wish to point out, if you wish to ask a query, then look on the within cowl of your program, there’s a QR code. You possibly can scan that. That can take you to our Q&A discussion board. It’s known as pigeon gap and you may put your questions in there and we are going to go away time for these on the finish. So look, of all the businesses I cowl Analog Units is without doubt one of the most revered. They’ve an especially high-quality franchise within the analog area, significantly because it pertains to sign conversion and processing. During the last 10 plus years, they’ve had a rationalization program of their product portfolio and manufacturing footprint. They’re one of some of us to get out of cellular early sufficient to really receives a commission to do it, and more and more centered their product choices on high-value purposes. That was a few years in the past, by the way in which.

However they centered on high-value purposes, regardless of the finish market, they drastically rising their presence in new markets, Automotive, which is now very massive, well being care, in the event that they like, they haven’t been shy to benefit from inorganic alternatives to spice up the franchise and enhance the expansion potential. And so they’re now embarking on a regime of considerably extra aggressive capital return. That’s nice. I’d say the funding controversy, clearly the close to time period and we are going to discuss it. However

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