SMART Global Holdings(SGH) - 2024 Q1 - Earnings Call Presentation

Revenue of $86M; 31% of total SGH revenue − Excludes Brazil, which is reflected in discontinued operations Specialty Memory − Pricing stabilizing; customer inventories remain elevated; lead-times low − Increasing activity with customers on new product offerings: • Compute Express Link • Enterprise SSDs with Storage Endurance Tiering • ZefrTM ZDIMM Ultra-high reliability memory modules for Cloud Service Providers − Despite market headwinds, our value-add business model achieved 8% operating margin LED Soluti ...