NXP Semiconductors N.V. (NASDAQ:NXPI) Citi's 2022 Global Technology Conference September 7, 2022 12:15 PM ET Company Participants Kurt Sievers - CEO Bill Betz - CFO Conference Call Participants Chris Danely - Citi Chris Danely Hi everybody, I'm Chris Danely, semiconductor analyst here at Citigroup. It's our pleasure next to have NXP. As [indiscernible] this is the best positioned semi company out there, over 70% exposed to auto and industrial, least those are favorite [ph] end markets. It's our distinct ple ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Q2 2022 Earnings Conference Call July 26, 2022 8:00 AM ET Company Participants Jeff Palmer – Senior Vice President-Investor Relations Kurt Sievers – President and Chief Executive Officer Bill Betz – Chief Financial Officer Conference Call Participants William Stein – Truist Ross Seymore – Deutsche Bank C.J. Muse – Evercore ISI Vivek Arya – Bank of America Gary Mobley – Wells Fargo Joseph Moore – Morgan Stanley Stacy Ragson – Bernstein Research Matt Ramsay – Cowen Toshiy ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Jefferies and Nasdaq Conference Presentation June 14, 2022 5:30 AM ET Company Participants Kurt Sievers - President & Chief Executive Officer Bill Betz - Chief Financial Officer Conference Call Participants Mark Lipacis - Jefferies Mark Lipacis Okay. I think we're going to get started. We'll jump right into it. Welcome. Very excited to host NXP for the third of five straight semiconductor fireside chats. Honored to have Kurt Sievers and Bill Betz. Kurt has been in NXP f ...

NXP Semiconductors N.V. (NASDAQ:NXPI) J.P. Morgan's 50th Annual Global Technology, Media and Communications Conference Call May 24, 2022 2:10 PM ET Company Participants Bill Betz - Chief Financial Officer Jeff Palmer - Vice President, Investor Relations Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Okay. Why don’t we go ahead and get started? Good afternoon. Welcome to JPMorgan’s 50th Annual Technology Media and Communications Conference. My name is Harlan Sur. I am the semiconductor and sem ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Q1 2022 Earnings Conference Call May 3, 2022 8:00 AM ET Company Participants Jeff Palmer - Senior Vice President of Investor Relations Kurt Sievers - President & Chief Executive Officer Bill Betz - Chief Financial Officer Conference Call Participants Gary Mobley - Wells Fargo Securities Vivek Arya - Bank of America Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Research C.J. Muse - Evercore ISI William Stein - Truist Securities Blayne Curtis - Barclays Christophe ...

Summary of NXP Semiconductors N.V. Conference Call Company Overview - **Company**: NXP Semiconductors N.V. (NASDAQ:NXPI) - **Date**: March 7, 2022 - **Participants**: Bill Betz (CFO), Jeff Palmer (IR), Joe Moore (Morgan Stanley) Industry Conditions - The semiconductor industry has faced significant supply chain disruptions over the past two years, impacting customers' ability to obtain components [3][5] - NXP has a backlog that extends through 2022, indicating strong demand and limited supply [3][6] - Lead times for 80% of NXP's portfolio have increased to 52 weeks, reflecting ongoing supply constraints [6] Impact of Russia-Ukraine Crisis - NXP has 100 engineers based in Russia and reported $25 million in revenue from Russia in the previous year [4] - Indirect impacts include disruptions in automotive manufacturing related to wire harnesses in Ukraine [5] Supply Chain and Production - NXP's Tianjin factory was shut down for 10 days, resulting in a $50 million impact, but is expected to recover in Q2 [5] - The semiconductor supply chain is described as complex, with any disruption causing significant effects due to low inventory levels [11][12] - NXP anticipates supply conditions to improve incrementally throughout 2022 [12][14] Growth Projections - NXP projects a long-term growth rate of 8% to 12% CAGR through 2024, driven by investments and the merger with Freescale [15][16] - Specific growth drivers include automotive semiconductors, which grew 40% last year, and are expected to continue strong growth despite production challenges [19][20] Automotive Segment Insights - The automotive segment is a major focus, with significant growth expected from electric vehicles (EVs) and advanced driver-assistance systems (ADAS) [20][21] - NXP's content in EVs is expected to double compared to traditional internal combustion engine vehicles [20] - The company anticipates automotive customers will build buffer inventories to prevent future shortages [23][24] Key Growth Drivers - **S32 Platform**: Expected to grow from $300 million to $600 million by 2024 due to increased complexity in automotive systems [28] - **RADAR Technology**: Projected growth from $600 million to $1.1 billion, driven by increased adoption in vehicles [31] - **Battery Management Systems**: Expected to grow from $200 million to $500 million, focusing on EV powertrains [36] Industrial and Mobile Segments - The industrial IoT segment accounts for 22% of revenues, focusing on automation and smart building solutions [38] - In mobile, NXP is a niche player focusing on secure mobile wallets and ultra-wideband technology for secure car access [41][43] Financial Performance and Capital Allocation - NXP's gross margin is projected to be between 55% and 58%, with a current performance of 57% [51] - The company plans to return $10 billion to $13 billion to investors from 2022 to 2024, maintaining a strong capital allocation strategy [59][60] Conclusion - NXP Semiconductors is navigating a challenging supply chain environment while positioning itself for significant growth in automotive and industrial sectors, with a strong focus on innovation and strategic investments. The company remains committed to returning value to shareholders while managing supply constraints effectively.

NXP Semiconductors N.V. (NASDAQ:NXPI) Q4 2021 Earnings Conference Call February 1, 2022 8:00 AM ET Company Participants Jeff Palmer - Senior Vice President of Investor Relations Kurt Sievers - President and CEO Bill Betz - CFO Conference Call Participants Ross Seymore - Deutsche Bank Christopher Muse - Evercore ISI Vivek Arya - BofA Securities William Stein - Truist Securities John Pitzer - Credit Suisse Stacy Rasgon - Sanford C. Bernstein Christopher Caso - Raymond James Joseph Moore - Morgan Stanley ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Barclays Global Technology, Media and Telecommunications Conference December 7, 2021 9:45 AM ET Company Participants Jeff Palmer - Senior Vice President of Investor Relations Kurt Sievers - President and Chief Executive Officer Conference Call Participants Blayne Curtis - Barclays Blayne Curtis Thanks for joining. I'm Blayne Curtis, semiconductor [ph] analyst at Barclays, very happy to have for our next presentation NXP Semiconductors, from the company Kurt Sievers, Pre ...