UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from To Commission File Number: 0-12906 RICHARDSON ELECTRONICS, LTD. (Exact name of registrant as specified in its charter) Delaware 36-2096643 (State or other ...

Richardson Electronics, Ltd. (NASDAQ:RELL) Q1 2020 Results Earnings Conference Call October 10, 2019 10:00 AM ET Company Participants Edward Richardson - Chairman, President and CEO Robert Ben - Chief Financial Officer Wendy Diddell - Chief Operating Officer and General Manager, Richardson Healthcare Greg Peloquin - General Manager, Power and Microwave Technologies Group Jens Ruppert - General Manager, Canvys Conference Call Participants Mark Zinski - 21st Century Equity Research Denis Amato - Ancora Adviso ...

[Part I. Financial Information](index=2&type=section&id=Part%20I%2E%20Financial%20Information) Presents the company's unaudited consolidated financial statements and management's analysis for the quarter [Financial Statements](index=2&type=section&id=Item%201%2E%20Financial%20Statements) Unaudited Q1 FY2020 financials show decreased assets, sales, and net income, with increased cash from investment maturities [Consolidated Balance Sheets](index=3&type=section&id=Consolidated%20Balance%20Sheets) Total assets slightly decreased to **$151.0 million** as of August 31, 2019, primarily due to reduced current assets Consolidated Balance Sheet Highlights (in thousands) | Account | August 31, 2019 | June 1, 2019 | | :--- | :--- | :--- | | **Assets** | | | | Cash and cash equivalents | $46,457 | $42,019 | | Inventories, net | $54,137 | $53,232 | | Total current assets | $124,964 | $130,614 | | Total assets | $150,986 | $153,017 | | **Liabilities & Equity** | | | | Total current liabilities | $24,785 | $28,216 | | Total liabilities | $28,371 | $29,260 | | Total stockholders' equity | $122,615 | $123,757 | [Unaudited Consolidated Statements of Comprehensive Loss](index=4&type=section&id=Unaudited%20Consolidated%20Statements%20of%20Comprehensive%20Loss) Q1 FY2020 net sales decreased to **$40.7 million**, resulting in **$0.2 million** net income, down from the prior year Q1 FY2020 vs Q1 FY2019 Performance (in thousands, except per share data) | Metric | Three Months Ended Aug 31, 2019 | Three Months Ended Sep 1, 2018 | | :--- | :--- | :--- | | Net sales | $40,653 | $44,157 | | Gross profit | $12,951 | $13,953 | | Operating income | $103 | $854 | | Net income | $157 | $431 | | Diluted EPS (Common) | $0.01 | $0.03 | | Comprehensive loss | $(559) | $(309) | [Unaudited Consolidated Statements of Cash Flows](index=5&type=section&id=Unaudited%20Consolidated%20Statements%20of%20Cash%20Flows) Q1 FY2020 saw **$2.1 million** cash used in operations, **$7.7 million** provided by investing, and a **$4.4 million** overall cash increase Cash Flow Summary (in thousands) | Activity | Three Months Ended Aug 31, 2019 | Three Months Ended Sep 1, 2018 | | :--- | :--- | :--- | | Net cash used in operating activities | $(2,054) | $(3,630) | | Net cash provided by (used in) investing activities | $7,661 | $(3,372) | | Net cash used in financing activities | $(801) | $(572) | | **Increase (decrease) in cash** | **$4,438** | **$(7,987)** | [Notes to Unaudited Consolidated Financial Statements](index=7&type=section&id=Notes%20to%20Unaudited%20Consolidated%20Financial%20Statements) Detailed notes cover three business segments, new accounting standards, segment performance, and ongoing litigation - The company operates through three reportable segments: Power and Microwave Technologies Group (PMT), Canvys (customized display solutions), and Healthcare (replacement parts for diagnostic imaging)[21](index=21&type=chunk)[22](index=22&type=chunk)[23](index=23&type=chunk) - Effective June 3, 2018, the company adopted the new revenue recognition standard (ASU 2014-09) using the modified retrospective method, which did not have a material impact on the consolidated financial statements[33](index=33&type=chunk) - The company adopted the new lease standard (Topic 842) on June 2, 2019, resulting in the recognition of operating right-of-use assets of **$3.6 million** and finance right-of-use assets of **$0.5 million**[62](index=62&type=chunk) Net Sales by Segment (in thousands) | Segment | Three Months Ended Aug 31, 2019 | Three Months Ended Sep 1, 2018 | | :--- | :--- | :--- | | PMT | $30,567 | $34,769 | | Canvys | $7,277 | $7,173 | | Healthcare | $2,809 | $2,215 | [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=17&type=section&id=Item%202%2E%20Management%27s%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Discusses a **7.9%** consolidated net sales decrease in Q1 FY2020, driven by PMT segment decline, while liquidity remains strong [Results of Operations](index=19&type=section&id=Results%20of%20Operations) Q1 FY2020 net sales declined **7.9%** due to PMT weakness, partially offset by Healthcare growth, with slight gross margin improvement Net Sales by Segment - Q1 FY20 vs Q1 FY19 (in thousands) | Segment | Aug 31, 2019 | Sep 1, 2018 | % Change | | :--- | :--- | :--- | :--- | | PMT | $30,567 | $34,769 | -12.1% | | Canvys | $7,277 | $7,173 | 1.4% | | Healthcare | $2,809 | $2,215 | 26.8% | | **Total** | **$40,653** | **$44,157** | **-7.9%** | - The decrease in PMT sales was mainly due to a continued slowdown in the wafer fab equipment market[97](index=97&type=chunk)[101](index=101&type=chunk) - The increase in Healthcare sales was driven by higher CT tube and parts sales, which also led to an improved gross margin for the segment (**33.9%** vs **28.6%** YoY) due to favorable product mix and manufacturing over-absorption[97](index=97&type=chunk)[103](index=103&type=chunk) - Selling, general and administrative expenses decreased primarily due to lower employee benefits, IT, and bad debt expenses[104](index=104&type=chunk) [Liquidity, Financial Position and Capital Resources](index=21&type=section&id=Liquidity%2C%20Financial%20Position%20and%20Capital%20Resources) The company maintains strong liquidity with **$46.5 million** in cash, sufficient for future needs, despite cash used in operating activities - Cash and cash equivalents stood at **$46.5 million** at August 31, 2019, with **$24.5 million** in North America, **$14.6 million** in Europe, and the remainder in Asia/Pacific and Latin America[109](index=109&type=chunk) - Operating activities used **$2.1 million** in cash, primarily due to a **$4.0 million** decrease in accounts payable and a **$1.4 million** increase in inventory[113](index=113&type=chunk) - Investing activities provided **$7.7 million**, driven by **$8.0 million** in proceeds from maturing investments, partially offset by **$0.3 million** in capital expenditures[116](index=116&type=chunk) - Financing activities used **$0.8 million** for cash dividend payments[118](index=118&type=chunk) [Quantitative and Qualitative Disclosures About Market Risk](index=21&type=section&id=Item%203%2E%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) Foreign currency exchange is the primary financial market risk, managed through normal operating and financing activities - The primary financial risk exposure is foreign currency exchange, as certain operations, assets, and liabilities are denominated in foreign currencies[120](index=120&type=chunk) [Controls and Procedures](index=21&type=section&id=Item%204%2E%20Controls%20and%20Procedures) Management concluded disclosure controls were effective as of August 31, 2019, with no material changes in internal control over financial reporting - The CEO and CFO concluded that the company's disclosure controls and procedures were effective as of the end of the period covered by the report[123](index=123&type=chunk) - No changes in internal control over financial reporting occurred during the first quarter of fiscal 2020 that have materially affected, or are reasonably likely to materially affect, the company's internal controls[124](index=124&type=chunk) [Part II. Other Information](index=22&type=section&id=Part%20II%2E%20Other%20Information) Provides updates on legal proceedings, risk factors, stockholder meeting outcomes, and required exhibits [Legal Proceedings](index=22&type=section&id=Item%201%2E%20Legal%20Proceedings) The company is involved in a patent infringement lawsuit where a preliminary injunction was denied, and a loss is not considered probable - Varex Imaging Corporation filed a patent infringement lawsuit against Richardson Electronics regarding U.S. Patent Nos. 6,456,692 and 6,519,317[125](index=125&type=chunk) - On September 30, 2019, the Court denied Varex's Motion for a Preliminary Injunction against the sale of Richardson's ALTA750™ product[125](index=125&type=chunk) - Richardson believes the lawsuit is without merit and a loss is not considered probable or estimable[125](index=125&type=chunk) [Risk Factors](index=22&type=section&id=Item%201A%2E%20Risk%20Factors) No material changes to previously disclosed risk factors have been reported since the last Annual Report on Form 10-K - No material changes to risk factors were reported since the last Annual Report on Form 10-K[126](index=126&type=chunk) [Other Information](index=22&type=section&id=Item%205%2E%20Other%20Information) Stockholders elected directors, ratified the accounting firm, and approved executive compensation at the annual meeting - The annual meeting of stockholders was held on October 8, 2019[127](index=127&type=chunk) - Stockholders approved three key proposals: election of directors, ratification of the independent accounting firm, and an advisory vote on executive compensation[127](index=127&type=chunk)[128](index=128&type=chunk)[129](index=129&type=chunk) [Exhibits](index=23&type=section&id=Item%206%2E%20Exhibits) Lists exhibits filed with the Form 10-Q, including corporate governance documents and Sarbanes-Oxley Act certifications - The report includes certifications from the CEO (Edward J. Richardson) and CFO (Robert J. Ben) pursuant to Section 302 and Section 906 of the Sarbanes-Oxley Act of 2002[131](index=131&type=chunk)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 1, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________ to Commission File Number: 0-12906 (Exact name of registrant as specified in its charter) Delaware 36-2096643 (State or other jurisdiction of incorporation or organization ...

Financial Data and Key Metrics Changes - For Q4 FY 2019, net sales were $42.2 million, a decrease of 7.3% from $45.5 million in Q4 FY 2018 [8][15] - Gross margin for Q4 FY 2019 was 29.7%, down from 34.1% in the same quarter last year, primarily due to a less favorable product mix and higher production costs [9][10] - Operating expenses decreased to $12.5 million in Q4 FY 2019 from $13.7 million in Q4 FY 2018, resulting in a decrease in operating expenses as a percentage of net sales [11][12] - The company reported a net loss of $6.4 million for Q4 FY 2019, compared to a net income of $1.7 million in Q4 FY 2018 [15] - For FY 2019, net sales were $166.7 million, an increase of 2.1% from $163.2 million in FY 2018 [16] - The overall net loss for FY 2019 was $7.3 million, including a goodwill impairment charge of $6.3 million [25] Business Line Data and Key Metrics Changes - PMT sales in Q4 FY 2019 were $32.1 million, down from $37.2 million in Q4 FY 2018, with gross margins decreasing to 30.7% from 34.3% [29] - Richardson Healthcare sales grew by 68.8% in Q4 FY 2019, driven by increased demand for replacement CT tubes and parts [41] - Canvys reported sales of $7.3 million in Q4 FY 2019, an increase of 10.8% over the same period last year, with a slight decrease in gross margin [51][52] Market Data and Key Metrics Changes - The semiconductor wafer fab equipment market experienced a significant downturn, impacting PMT sales [5][29] - The 5G infrastructure market is showing strong growth, with expectations of 20% to 30% growth in the coming year [75][76] - The healthcare market is expanding, particularly in Latin America, with a focus on CT tube sales [44][49] Company Strategy and Development Direction - The company is focused on returning to profitability while investing in future growth initiatives [6][25] - There is a commitment to improving efficiencies and leveraging existing global infrastructure to support growth in new technology partnerships [33][39] - The company aims to enhance its position in the 5G market and is actively working with suppliers to ensure sufficient inventory [65] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for growth in FY 2020, contingent on the recovery of the semiconductor wafer fab business [71][72] - The company is experiencing strong demand in the PMG and Healthcare sectors, which are expected to drive sales growth [72][64] - Management acknowledged challenges in the semiconductor market but remains confident in the company's ability to adapt and grow [39][39] Other Important Information - The company has a cash position of $50 million at the end of FY 2019, with plans to repatriate additional foreign cash [25][27] - The company is awaiting CE approval for its ALTA tubes, which is critical for sales in Europe [47][48] Q&A Session Summary Question: Guidance for fiscal year 2020 - Management expects sales growth, largely dependent on the semiconductor wafer fab business recovery [71][72] Question: 5G investment progress - The rollout of 5G is expected to show significant growth, with the company shipping over $25 million into the 5G market in FY 2019 [75][76] Question: Healthcare growth expectations - Management anticipates good growth in Healthcare, particularly in CT tube sales [80] Question: Operating cash flow for FY 2020 - Management expects operating cash flow to be close to the previous year's figure of minus $2.6 million [81] Question: Drivers of PMT sales decline - The decline was primarily due to a significant drop in the semi-wafer fab market, which could not be offset by growth in other areas [88][90] Question: Inventory issues in Healthcare - Inventory issues were mainly related to older Toshiba systems, leading to price deterioration [102][104] Question: Goodwill impairment explanation - The impairment was an accounting procedure, and management does not believe it reflects a loss of value in the IMES unit [125]

Part I. [Financial Information](index=2&type=section&id=Part%20I.%20Financial%20Information) [Financial Statements](index=2&type=section&id=Item%201.%20Financial%20Statements) Q3 FY2019 financial statements show decreased assets and equity, a net loss, and negative operating cash flow [Consolidated Balance Sheets](index=3&type=section&id=Consolidated%20Balance%20Sheets) Total assets and stockholders' equity decreased as of March 2, 2019, primarily due to reduced cash and cash equivalents Consolidated Balance Sheet Highlights (in thousands) | Account | March 2, 2019 (Unaudited) | June 2, 2018 (Audited) | | :--- | :--- | :--- | | **Assets** | | | | Cash and cash equivalents | $33,869 | $60,465 | | Inventories, net | $53,094 | $50,720 | | Investments - current | $15,500 | $0 | | Total current assets | $128,930 | $137,824 | | Total assets | $158,048 | $166,329 | | **Liabilities & Equity** | | | | Accounts payable | $14,052 | $19,603 | | Total current liabilities | $25,344 | $29,946 | | Total liabilities | $26,573 | $31,148 | | Total stockholders' equity | $131,475 | $135,181 | [Unaudited Consolidated Statements of Comprehensive (Loss) Income](index=4&type=section&id=Unaudited%20Consolidated%20Statements%20of%20Comprehensive%20(Loss)%20Income) Q3 and nine-month FY2019 results show a net loss, reversing prior-year income due to decreased sales and lower gross margins Q3 FY2019 vs Q3 FY2018 (in thousands) | Metric | Q3 2019 | Q3 2018 | | :--- | :--- | :--- | | Net sales | $39,018 | $41,645 | | Gross profit | $12,299 | $14,067 | | Operating (loss) income | ($798) | $967 | | Net (loss) income | ($1,078) | $527 | | Diluted EPS (Common) | ($0.08) | $0.04 | Nine Months FY2019 vs Nine Months FY2018 (in thousands) | Metric | Nine Months 2019 | Nine Months 2018 | | :--- | :--- | :--- | | Net sales | $124,489 | $117,722 | | Gross profit | $39,223 | $39,589 | | Operating (loss) income | ($398) | $1,754 | | Net (loss) income | ($951) | $2,083 | | Diluted EPS (Common) | ($0.07) | $0.17 | [Unaudited Consolidated Statements of Cash Flows](index=5&type=section&id=Unaudited%20Consolidated%20Statements%20of%20Cash%20Flows) Net cash used in operating activities increased to $5.2 million, driven by net loss and working capital changes, alongside significant investment purchases Cash Flow Summary - Nine Months Ended (in thousands) | Activity | March 2, 2019 | March 3, 2018 | | :--- | :--- | :--- | | Net cash (used in) provided by operating activities | ($5,227) | ($292) | | Net cash (used in) provided by investing activities | ($18,666) | $4,898 | | Net cash used in financing activities | ($2,086) | ($2,240) | | **(Decrease) increase in cash and cash equivalents** | **($26,596)** | **$4,555** | [Unaudited Consolidated Statement of Stockholders' Equity](index=6&type=section&id=Unaudited%20Consolidated%20Statement%20of%20Stockholders'%20Equity) Stockholders' equity decreased by $3.7 million, primarily due to a net loss, dividend payments, and foreign currency translation losses - Stockholders' equity declined by **$3.7 million** over the nine-month period, from **$135.2 million** to **$131.5 million**[15](index=15&type=chunk) - Key drivers of the equity decrease were the net loss of **$951 thousand** and cash dividends paid of **$2.3 million**[15](index=15&type=chunk) [Notes to Unaudited Consolidated Financial Statements](index=7&type=section&id=Notes%20to%20Unaudited%20Consolidated%20Financial%20Statements) Notes detail business segments, accounting policies, revenue recognition, goodwill status, and ongoing litigation - The company operates in three segments: Power and Microwave Technologies Group (PMT), Canvys (customized displays), and Healthcare (replacement parts for diagnostic imaging)[18](index=18&type=chunk)[19](index=19&type=chunk)[20](index=20&type=chunk) - The company adopted the new revenue recognition standard (ASU 2014-09) on June 3, 2018, using the modified retrospective method, which did not have a material impact on the consolidated financial statements[30](index=30&type=chunk) - Goodwill of **$6.3 million** is entirely related to the IMES reporting unit within the Healthcare segment. While IMES is experiencing lower than forecasted results, no impairment has been recorded, with the annual assessment to be completed in Q4[52](index=52&type=chunk)[54](index=54&type=chunk) - The company is involved in a patent infringement lawsuit filed by Varex Imaging Corporation regarding the ALTA750 TM product. Richardson believes the lawsuit is without merit and a loss is not probable or estimable[89](index=89&type=chunk) [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=18&type=section&id=Item%202.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Management discusses Q3 sales decline, nine-month sales growth, gross margin compression, shift to operating loss, and sufficient but reduced liquidity [Results of Operations](index=20&type=section&id=MD%26A_Results_of_Operations) Q3 FY19 net sales declined, nine-month sales grew, gross margin compressed, and the company reported operating and net losses Net Sales by Segment - Q3 FY19 vs Q3 FY18 (in thousands) | Segment | Q3 2019 | Q3 2018 | % Change | | :--- | :--- | :--- | :--- | | PMT | $29,725 | $31,869 | -6.7% | | Canvys | $6,954 | $7,585 | -8.3% | | Healthcare | $2,339 | $2,191 | 6.8% | | **Total** | **$39,018** | **$41,645** | **-6.3%** | Net Sales by Segment - Nine Months FY19 vs FY18 (in thousands) | Segment | Nine Months 2019 | Nine Months 2018 | % Change | | :--- | :--- | :--- | :--- | | PMT | $96,822 | $91,056 | 6.3% | | Canvys | $20,625 | $20,057 | 2.8% | | Healthcare | $7,042 | $6,609 | 6.6% | | **Total** | **$124,489** | **$117,722** | **5.7%** | - The decrease in Q3 PMT sales was due to a slowdown in wafer fab markets, while the increase in nine-month PMT sales was driven by growth with new technology partners for 5G infrastructure[106](index=106&type=chunk)[107](index=107&type=chunk) - Consolidated gross margin fell to **31.5%** in Q3 FY19 from **33.8%** in Q3 FY18, primarily due to unfavorable product mix, higher costs in Healthcare for tube development, and comparison to positive manufacturing variances in the prior year[109](index=109&type=chunk) - SG&A expenses were flat at **$13.1 million** for Q3 FY19 compared to Q3 FY18, as higher legal and severance costs were offset by lower incentive compensation[117](index=117&type=chunk) [Liquidity, Financial Position and Capital Resources](index=23&type=section&id=MD%26A_Liquidity_Financial_Position_and_Capital_Resources) Liquidity decreased to $49.4 million, with significant cash used in operations, investing, and financing, though management deems it sufficient - Total cash and investments were **$49.4 million** at March 2, 2019, consisting of **$33.9 million** in cash and **$15.5 million** in short-term CD investments[127](index=127&type=chunk) - Cash used in operating activities of **$5.2 million** was primarily due to the net loss and a **$5.4 million** decrease in accounts payable and a **$3.3 million** increase in inventory[131](index=131&type=chunk) - Investing activities used **$18.7 million**, which included **$17.8 million** for purchases of investments (CDs) and **$3.2 million** in capital expenditures[134](index=134&type=chunk) - The company repatriated **$8.2 million** from foreign entities in Japan, Korea, Germany, and France during the first nine months of fiscal 2019[127](index=127&type=chunk) [Quantitative and Qualitative Disclosures About Market Risk](index=23&type=section&id=Item%203.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company's primary market risk is foreign currency exchange, managed through normal operations without derivative instruments - The primary financial risk is identified as foreign currency exchange[139](index=139&type=chunk) - The company does not utilize derivative instruments to manage its foreign currency exposure[120](index=120&type=chunk) [Controls and Procedures](index=24&type=section&id=Item%204.%20Controls%20and%20Procedures) Disclosure controls and procedures were effective as of March 2, 2019, with no material changes to internal controls during Q3 FY2019 - Management, including the CEO and CFO, concluded that the company's disclosure controls and procedures were effective as of March 2, 2019[142](index=142&type=chunk) - No material changes to the company's internal control over financial reporting occurred during the third quarter of fiscal 2019[143](index=143&type=chunk) Part II. [Other Information](index=25&type=section&id=Part%20II.%20Other%20Information) [Legal Proceedings](index=25&type=section&id=Item%201.%20Legal%20Proceedings) The company is defending a patent infringement lawsuit by Varex Imaging Corporation, believing the claim is without merit - Varex Imaging Corporation filed a patent infringement lawsuit against Richardson Electronics regarding its ALTA750™ product[145](index=145&type=chunk) - Richardson believes the lawsuit lacks merit and considers a loss neither probable nor estimable at this time[145](index=145&type=chunk) [Risk Factors](index=25&type=section&id=Item%201A.%20Risk%20Factors) No material changes to risk factors were reported since the last Annual Report on Form 10-K - No material changes to risk factors were reported since the last Annual Report on Form 10-K[146](index=146&type=chunk) [Unregistered Sales of Equity Securities and Use of Proceeds](index=25&type=section&id=Item%202.%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) This item is listed in the table of contents, but no specific information is provided in the report body [Other Information](index=25&type=section&id=Item%205.%20Other%20Information) A press release was issued on April 9, 2019, reporting Q3 FY2019 financial results and declaring a cash dividend - A press release was issued on April 9, 2019, reporting Q3 FY2019 results and declaring a cash dividend[147](index=147&type=chunk) [Exhibits](index=26&type=section&id=Item%206.%20Exhibits) The report includes key exhibits such as CEO/CFO certifications, the Q3 FY2019 press release, and XBRL financial statements - Key exhibits filed include Sarbanes-Oxley certifications, a press release, and XBRL data[150](index=150&type=chunk)

Richardson Electronics, Ltd. (NASDAQ:RELL) Q3 2019 Earnings Conference Call April 10, 2019 10:00 AM ET CompanyParticipants Edward Richardson - Chairman, CEO & President Robert Ben - EVP, CFO, CAO & Corporate Secretary Wendy Diddell - EVP & COO Gregory Peloquin - EVP, Power & Microwave Technologies Group Jens Ruppert - EVP &GM, Canvys Conference Call Participants Eric Landry - BML Capital Management Mark Zinski - 21st Century Equity Research Howard Brous - Wunderlich Securities George Melas - MKH Management ...

Richardson Electronics, Ltd. (NASDAQ:RELL) Q2 2019 Earnings Conference Call January 10, 2019 10:00 AM ET Company Participants Edward Richardson - Chairman, CEO & President Robert Ben - EVP, CFO, CAO & Corporate Secretary Wendy Diddell - EVP & COO Gregory Peloquin - EVP, Power & Microwave Technologies Group Pat Fitzgerald - EVP, Richardson Healthcare Jens Ruppert - EVP &GM, Canvys Conference Call Participants Eric Landry - BML Capital Management Mark Zinski - 21st Century Equity Research Howard Brous - Wunde ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 1, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Delaware 36-2096643 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 40W267 Keslinger Road, P.O. Box 393 LaFox, Illinois 60147-0393 (Add ...