Allegro MicroSystems, Inc. (ALGM) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Overview - Allegro has experienced a significant operational shift following a CEO change and has reported a strong performance in 2025, marking five years since going public [1] Automotive Industry - The automotive sector has shown robust growth over the past several years, continuing to recover from the impacts of COVID-19 [2] - An unusual inventory correction occurred in the automotive industry, where automakers and Tier 1 suppliers typically maintain low inventory levels, but increased inventory was observed starting in 2022 due to incentives from OEMs and historically low interest rates [2]