Core 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]

罗技首席执行官 Hanneke Faber 在财报后的电话会议上表示，其除部分视频会议硬件外的绝大多数产品并未受到内存供应紧张的 影响。当前内存行情可能会在一定程度影响罗技产品成本，但外设供应量在最近三个季度不会出现问题。 尽管内存危机会严重影响新装机数量，但对罗技外设的需求同样来自存量 PC 用户：不到半数 PC 用户使用鼠标，不到 30% 使 用外接键盘；此外已购入键鼠外设的用户群体也存在更新换代需求。 Hanneke Faber 提到，该企业上个季度在中国游戏市场表现良好：罗技在中国游戏键鼠领域的市场占有可能实现了其上任以来的 首次回升。 IT之家 1 月 28 日消息，Logitech 罗技当地时间昨日公布了 2026 财年第三季度的业绩。在截至 2025 日历年 12 月 31 日的三个月 中，罗技实现 14.2 亿美元（IT之家注：现汇率约合 98.92 亿元人民币）营业收入，同比增长 6%（按固定汇率计算增长 4%）。 ...