Logitech International S.A. (LOGI) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

Demand Environment - The demand environment is characterized as resilient, with strong and broad-based demand observed [2] - Sales increased by 5% year-on-year on a constant currency basis, with sell-through tracking slightly ahead [1] - Video conferencing spending is showing improvement, contributing to overall demand growth [1] Performance Metrics - In the first quarter ending in June, demand was up year-over-year in the high single digits, primarily driven by the B2B sector [2] - Consumer demand also remained relatively strong, indicating a balanced performance across different segments [2] - Regional analysis shows particularly strong performance in the B2B area [2]