Synaptics (SYNA) Conference Summary Company Overview - **Company**: Synaptics - **Industry**: Semiconductor, specifically focusing on Internet of Things (IoT) and Edge AI technologies - **Key Personnel**: Rahul Patel (CEO), Ken Rizvi (CFO) Core Industry Insights - **Core IoT Focus**: Synaptics is positioning itself as a significant player in the core IoT space, leveraging its 40 years of experience and successful reinventions in the semiconductor industry [4][5] - **Wireless Connectivity**: The company has a strong wireless connectivity portfolio through licensing arrangements with Broadcom, focusing on high-performance, low-power solutions essential for core IoT applications [7] - **Edge AI Integration**: Synaptics is embedding edge AI capabilities into its processors, developed in collaboration with Google Research, which enhances the performance and efficiency of AI models on its platform [11][12] Financial Performance - **Growth Metrics**: - Overall business growth of 12% year-over-year for fiscal year 2025, with core IoT business growing over 50% year-over-year [18][19] - Earnings per share (EPS) grew by 61% in the same period, indicating strong profitability alongside revenue growth [24] - **Market Dynamics**: Channel inventories have returned to pre-COVID levels, suggesting a healthy demand environment moving forward [20][21] Product Development and Market Applications - **Processor Innovations**: The Astra processor is gaining traction in various applications, including video processing and audio systems, with significant design wins expected to drive future growth [13][14] - **Market Opportunities**: Anticipated growth in the PC market due to a refresh cycle, with approximately 400 million PCs needing upgrades, which could benefit Synaptics' market share [29][32] Competitive Landscape - **Differentiation from Competitors**: Synaptics does not compete directly with larger companies like Qualcomm and MediaTek, focusing instead on a different class of products that cater to edge applications, where 90% of applications could benefit from Synaptics' offerings [16] Strategic Direction - **M&A Philosophy**: The company is open to strategic acquisitions that can accelerate growth in core IoT, aiming to build comprehensive solutions rather than just selling individual components [35][38] - **Long-term Margin Goals**: Synaptics aims to maintain a long-term gross margin target of 57%, driven by product mix and the introduction of integrated solutions [39][40] Additional Considerations - **Automotive and Enterprise Markets**: The automotive market remains sluggish, while the enterprise market is recovering, with potential cyclical benefits from a PC refresh cycle and return-to-office trends [28][30] - **Foldable Technology Potential**: The anticipated launch of foldable smartphones could create new opportunities for Synaptics in the mobile touch market, potentially translating to significant unit sales [33] This summary encapsulates the key points discussed during the Synaptics conference, highlighting the company's strategic focus, financial performance, product innovations, and market dynamics.

Company Performance - Synaptics reported quarterly earnings of $1.01 per share, exceeding the Zacks Consensus Estimate of $1 per share, and up from $0.64 per share a year ago, representing an earnings surprise of +1.00% [1] - The company posted revenues of $282.8 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.00%, and an increase from $247.4 million year-over-year [2] - Over the last four quarters, Synaptics has consistently surpassed consensus EPS and revenue estimates [2] Future Outlook - The sustainability of Synaptics' stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.06 on revenues of $286.65 million, and for the current fiscal year, it is $4.31 on revenues of $1.15 billion [7] - The estimate revisions trend for Synaptics was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Electronics - Semiconductors industry, to which Synaptics belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]

Synaptics (SYNA) Q4 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Hello, and welcome to Synaptics Fourth Quarter Fiscal Year twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hearSpeaker1an automated message advising your handSpeaker0has been raised. To withdraw yo ...

Fourth Quarter Fiscal 2025 Earnings Supplemental Slides August 7, 2025 © 2025 Synaptics Incorporated 1 Safe Harbor Statement This presentation contains forward-looking statements that are subject to the safe harbor provisions under the Private Securities Litigation Reform Act of 1995 and the Federal Securities laws. Such forward-looking statements include words such as "expect," "anticipate," "intend," "believe," "estimate," "plan," "target," "strategy," "continue," "may," "will," commit," "should," and/or ...

Fiscal 2025 revenue grew 12.0%, fueled by 53% growth in Core IoT product sales Synaptics' Board of Directors approved a new share repurchase program of up to $150 million Fiscal 2025 Financial Highlights Q4'25 Financial Results Exhibit 99.1 Synaptics Reports Fourth Quarter and Full Year Fiscal 2025 Results SAN JOSE, Calif., – August 7, 2025 – Synaptics Incorporated (Nasdaq: SYNA) today reported financial results for its fourth quarter and full year of fiscal 2025 ended June 28, 2025. Net revenue for the fou ...

Fiscal 2025 revenue grew 12.0%, fueled by 53% growth in Core IoT product sales Synaptics' Board of Directors approved a new share repurchase program of up to $150 million Fiscal 2025 Financial Highlights Revenue of $1.074 billion increased 12% year-over-yearCore IoT product sales grew by 53% year-over-yearGAAP loss per share of $1.22Non-GAAP diluted earnings per share increased 61% to $3.62Repurchased $128 million (or approximately 1.8 million) sharesReduced gross debt by approximately 14% or $134 million Q ...

SAN JOSE, Calif., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Synaptics® Incorporated (Nasdaq: SYNA) today announced its participation in the upcoming investor conference. Rahul Patel, President & Chief Executive Officer, and Ken Rizvi, CFO, will present at the KeyBanc Capital Markets’ Technology Leadership Forum on Monday, August 11, 2025, at 10:00 AM PT. To view the webcast or access a replay, please visit https://wsw.com/webcast/key36/syna/1696486 About Synaptics Incorporated: Synaptics (Nasdaq: SYNA) is driving i ...

Core Viewpoint - Synaptics Incorporated will report its financial results for Q4 and the full year of fiscal 2025 on August 7, 2025, after market close, followed by a conference call for analysts and investors [1] Group 1: Financial Reporting - The financial results announcement is scheduled for August 7, 2025, after market close [1] - A conference call for analysts and investors will take place at 2:00 p.m. PT (5:00 p.m. ET) to discuss the results [1] - Participants must pre-register to receive dial-in information and a unique passcode for the call [2] Group 2: Company Overview - Synaptics is focused on driving innovation in AI at the Edge, enhancing user engagement with intelligent connected devices [3] - The company offers advanced solutions such as Synaptics Astra™ AI-Native embedded compute, Veros™ wireless connectivity, and multimodal sensing [3] - Synaptics aims to create smarter, faster, and more intuitive digital experiences across various technologies including touch, display, biometrics, and AI-driven connectivity [3]

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Core Viewpoint - Synaptics (SYNA) shares have increased by 7.3% recently, closing at $62.48, with a potential upside of 40.6% based on Wall Street analysts' mean price target of $87.86 [1] Group 1: Price Targets and Analyst Estimates - The mean estimate consists of seven short-term price targets with a standard deviation of $11.85, indicating variability among analysts [2] - The lowest price target of $80 suggests a 28% increase, while the highest target of $105 indicates a potential surge of 68.1% [2] - Analysts' price targets can often mislead investors, as empirical research shows they rarely indicate actual stock price movements [7][10] Group 2: Earnings Estimates and Analyst Agreement - Strong agreement among analysts regarding SYNA's earnings prospects supports the expectation of an upside, as indicated by positive revisions in EPS estimates [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 62.3%, with three estimates moving higher and no negative revisions [12] - SYNA holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13]