Core Insights - Synaptics Incorporated is actively participating in upcoming investor conferences, highlighting its commitment to engaging with investors and stakeholders [1][4]. Company Overview - Synaptics (Nasdaq: SYNA) is focused on driving innovation in AI at the Edge, enhancing user interaction with intelligent connected devices across various environments [2]. - The company offers advanced solutions such as Synaptics Astra™ AI-Native embedded compute, Veros™ wireless connectivity, and multimodal sensing, aiming to create smarter, faster, and more intuitive digital experiences [2]. Upcoming Events - Rahul Patel, President and CEO, will participate in UBS' Global Technology and AI Conference on December 2, 2025 [4]. - Both Rahul Patel and Ken Rizvi, CFO, will present at Barclays' 23rd Annual Global Technology Conference on December 10, 2025, at 9:50 AM PT [4].

Core Insights - Synaptics Incorporated is participating in the Wells Fargo 9th Annual TMT Summit on November 19, 2025, where CFO Ken Rizvi will present [1] Company Overview - Synaptics (Nasdaq: SYNA) is focused on driving innovation in AI at the Edge, enhancing user engagement with intelligent connected devices across various environments [1] - The company offers advanced solutions including Synaptics Astra™ AI-Native embedded compute, Veros™ wireless connectivity, and multimodal sensing technologies [1] - Synaptics aims to create smarter, faster, and more intuitive digital experiences, impacting areas such as touch, display, biometrics, AI-driven wireless connectivity, video, vision, audio, speech, and security processing [1]

Core Insights - Synaptics and Qualcomm have entered a strategic partnership to enhance Touch and Fingerprint Sensor Technology across mobile and compute industries, aiming to improve security and performance in AI PC and mobile platforms [1][5]. Industry Trends - The demand for flexible OLED displays is projected to increase from approximately 600 million units in 2025 to over 800 million units by 2030, driven by the growth in smartphones, tablets, and wearables [2]. - The collaboration between Synaptics and Qualcomm is expected to facilitate seamless integration of touch and fingerprint systems, unlocking advanced AI features that enhance security and user experience [2]. Technological Advancements - The partnership aims to combine Synaptics' AI-ready touch and fingerprint sensing with Qualcomm's compute and biometric security capabilities, promoting secure and intuitive user experiences in AI PCs [3]. - Synaptics' Natural ID™ capacitive-based fingerprint solutions integrate secure biometrics and advanced encryption, designed for applications requiring strong security and ease of use [4]. Strategic Goals - The collaboration is intended to simplify integration for mobile OEMs and panel makers, accelerating time to market in the expanding OLED ecosystem [2]. - By merging their strengths in human interface, AI, and compute technologies, Synaptics and Qualcomm aim to redefine user interactions with devices, enhancing intelligence, security, and performance [5].

Core Financial Performance - Synaptics reported net revenue of $292.5 million for Q1 fiscal 2026, reflecting a 14% year-over-year increase from $257.7 million in Q1 fiscal 2025 [2][28] - The company experienced a GAAP net loss of $20.6 million, or $0.53 per basic share, compared to a loss of $23.1 million, or $0.58 per share, in the same quarter last year [2][28] - Non-GAAP net income for the quarter was $43.3 million, translating to $1.09 per diluted share, up from $32.5 million, or $0.81 per diluted share, in Q1 fiscal 2025 [2][30] Product and Market Developments - Core IoT product sales surged by 74% year-over-year, marking the highest level in three years, which significantly contributed to the overall revenue growth [3][4] - The launch of the next-generation Astra processors, designed for intelligent Edge applications, was a key milestone for the company during the quarter [3][4] - The company hosted a successful Tech Day, showcasing its technology leadership in processors, wireless connectivity, and mixed-signal solutions for Edge AI applications [3] Business Outlook - The CFO indicated that the company expects approximately 12% year-over-year revenue growth in the fiscal second quarter, continuing a trend of increasing revenues for six consecutive quarters [4] - The company maintains a healthy backlog and lean channel inventories, positioning itself well for future growth [4] - Synaptics plans to invest in key organic growth initiatives while returning capital to stockholders through share repurchases [4] Financial Metrics - For the second quarter of fiscal 2026, Synaptics anticipates revenue of approximately $292.5 million, with a GAAP gross margin of 42.6% and a non-GAAP gross margin of 53.2% [5][6] - Projected operating expenses are expected to be around $152 million, with non-GAAP operating expenses estimated at $106 million [5][6] - The company reported a gross margin of 43.0% for the first quarter, with non-GAAP gross margin reaching 53.5% [5][6]

Core Insights - Metirionic GmbH has successfully integrated its Metirionic Advanced Ranging Stack (MARS) with Synaptics' Bluetooth portfolio, enabling true 3D localization and precise spatial awareness [1][2] - The MARS implementation is fully compliant with Bluetooth Core Specification 6.1 and is optimized for Android mobile devices and Synaptics Astra™ Embedded Linux IoT systems [1][4] - This collaboration enhances Bluetooth-based location technologies, providing applications such as secure access, indoor navigation, and proximity-based services [3][5] Technology and Features - The combination of Synaptics' Bluetooth hardware and Metirionic's MARS stack allows for advanced Channel Sounding, extending beyond traditional methods like Phase-Based Ranging (PBR) and Round-Trip Time (RTT) [2] - MARS provides angle estimation directly from the channel sounding procedure, overcoming previous limitations in direction-finding and adding directional awareness to precise ranging [2][6] - The architecture allows developers to balance latency, accuracy, and complexity, making it suitable for various applications from high-end systems to resource-constrained devices [2][4] Applications and Use Cases - Real-world applications include secure access in industrial facilities, guiding visitors in office buildings, reliable asset tracking, and proximity-based services [3][6] - The technology enables seamless user experiences, such as automatically disarming alarms when in proximity, showcasing its potential in access control and context-aware interactions [7][8] Market Position and Future Outlook - The partnership between Metirionic and Synaptics positions both companies to lead in Bluetooth innovation, expanding into new applications where precise distance and spatial awareness are critical [5][6] - MARS is now available on Synaptics' connectivity and processing technology, facilitating broader adoption and engagement with mobile device partners [8]

Core Insights - Synaptics Incorporated will report its financial results for the first quarter of fiscal 2026 on November 6, 2025, after market close [1] - A conference call for analysts and investors will be held at 2:00 p.m. PT (5:00 p.m. ET) to discuss the results [1] Company Overview - Synaptics is focused on driving innovation in AI at the Edge, enhancing user engagement with intelligent connected devices across various environments [3] - The company offers advanced solutions including Synaptics Astra™ AI-Native embedded compute, Veros™ wireless connectivity, and multimodal sensing technologies [3] - Synaptics aims to create smarter, faster, and more intuitive digital experiences, covering areas such as touch, display, biometrics, and AI-driven connectivity [3]

Core Insights - Synaptics Incorporated is actively participating in investor conferences, indicating a focus on investor relations and market engagement [1] - The company is positioned as a leader in AI innovation at the Edge, enhancing user interaction with connected devices [2] Group 1: Investor Engagement - Ken Rizvi, CFO, will participate in Deutsche Bank's Technology Conference on August 28, 2025 [1] - Rahul Patel, President & CEO, along with Ken Rizvi, will attend Citi's 2025 Global TMT Conference on September 4, 2025 [1] Group 2: Company Overview - Synaptics is driving innovation in AI at the Edge, transforming user engagement with intelligent connected devices [2] - The company offers advanced solutions including Synaptics Astra™ AI-Native embedded compute, Veros wireless connectivity, and multimodal sensing [2] - Synaptics aims to enhance digital experiences by making them smarter, faster, more intuitive, secure, and seamless across various applications [2]

Company Overview - Synaptics Incorporated (Nasdaq: SYNA) is focused on driving innovation in AI at the Edge, enhancing user engagement with intelligent connected devices across various environments [1] - The company offers advanced solutions including Synaptics Astra™ AI-Native embedded compute, Veros™ wireless connectivity, and multimodal sensing technologies [1] Upcoming Events - Synaptics will participate in the KeyBanc Capital Markets' Technology Leadership Forum on August 11, 2025, at 10:00 AM PT, with presentations by CEO Rahul Patel and CFO Ken Rizvi [1] Product and Technology Focus - Synaptics is committed to making digital experiences smarter, faster, more intuitive, secure, and seamless through its diverse technology offerings, which include touch, display, biometrics, AI-driven wireless connectivity, video, vision, audio, speech, and security processing [1]

Core Insights - Science Applications International Corp. (SAIC) has formed a strategic alliance with Google Public Sector to implement "AI at the Edge" solutions, utilizing Google Distributed Cloud [1][4] - The collaboration aims to enhance mission outcomes for government clients by integrating SAIC's technology expertise with Google Cloud's AI and machine learning capabilities [4][7] Company Overview - SAIC is a Fortune 500 mission integrator with a focus on technology and innovation across defense, space, civilian, and intelligence markets, generating annual revenues of approximately $7.5 billion [5][8] - The company employs around 24,000 personnel and is headquartered in Reston, Virginia [8] Strategic Alliance Details - The alliance will involve training and certifying 1,000 SAIC personnel in Google Cloud technologies, supported by a dedicated Learning Consultant from Google Cloud [3] - SAIC is positioned as one of the first system integrators to market Google Distributed Cloud, enhancing its capability to deliver impactful solutions [2] Key Benefits of the Collaboration - The partnership aims to provide tactical edge solutions that meet specialized requirements such as low latency and high bandwidth [6] - It will enable secure, scalable AI solutions that ensure access to mission-critical applications even in disconnected environments [6][7] - The collaboration is expected to accelerate innovation by co-developing AI solutions tailored to specific customer needs [7]

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]