Logitech(US:LOGI) Jin Rong Jie·2026-01-28 12:46Core Viewpoint - Logitech reported a revenue of $1.42 billion for Q3 of fiscal year 2026, reflecting a 4% year-over-year growth when adjusted for constant currency [1] Group 1: Financial Performance - The company achieved a revenue of $1.42 billion for the three months ending December 31, 2025, with a 4% increase year-over-year when calculated at constant exchange rates [1] Group 2: Product Supply and Demand - Logitech's CEO, Hanneke Faber, stated that most of the company's products have not been significantly affected by the current tight memory supply, except for some video conferencing hardware [1] - Faber noted that while the memory crisis may impact the number of new PC installations, demand for peripherals largely comes from existing PC users looking to upgrade [1] - Data cited by Faber indicated that currently, less than half of PC users utilize a mouse, and less than 30% use an external keyboard, suggesting a significant upgrade opportunity in the peripherals market [1] Group 3: Market Performance - The company performed well in the Chinese gaming market during the last quarter, with a potential first increase in market share in the gaming keyboard and mouse sector since Faber's tenure began [1]