Don't Overlook Cirrus Logic (CRUS) International Revenue Trends While Assessing the Stock

Core Insights - Cirrus Logic's international operations are crucial for understanding its financial resilience and growth potential [1][2][3] Revenue Performance - The total revenue for Cirrus Logic in the quarter ending June 2025 was $407.27 million, reflecting an 8.9% year-over-year increase [4] - The "Rest of World" segment contributed $212.67 million, accounting for 52.2% of total revenue, surpassing the consensus estimate of $138.27 million by 53.81% [5] - Revenue from China was $189.96 million, representing 46.6% of total revenue, which was a decline of 13.48% compared to the expected $219.54 million [6] Future Revenue Projections - Analysts project Cirrus Logic will generate $540 million in revenue for the ongoing fiscal quarter, a slight decline of 0.3% from the previous year [7] - For the full year, total revenue is expected to be $1.82 billion, down 3.9% from the previous year, with contributions from "Rest of World" and China expected to be $662.98 million and $1.13 billion, respectively [8] Market Dependency - Cirrus Logic's reliance on international markets presents both opportunities and challenges, making the monitoring of overseas revenue trends essential for predicting future performance [9][10] Stock Performance - Cirrus Logic's stock has seen a decline of 0.6% over the past month, contrasting with a 2.7% increase in the S&P 500 [13] - Over the past three months, the company's shares decreased by 2.3%, while the S&P 500 increased by 13.2% [13]