Microchip Technology: FY25 Q2 earnings call, Nov 5, 2024
No Kalshi or Polymarket word markets were listed for Microchip Technology’s Nov 5, 2024 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Backlog”; 5 quoted, at least 25 words apart.
…helping customers navigate the uncertain environment successfully and improve the quality of backlog placed with us. We have adjusted our operational systems to adapt to…
…quarter and then as we look forward don’t have a lot of backlog, our inventory reserve charges have been quite high also. And, that at…
…out the turns percentage. We aren’t necessarily expecting less turns, but our backlog has continued to fall as our book-to-bill has been less than 1%.
…determine this is when do customers either feel the need to place backlog because they feel there is risk if they don’t place it or…
…and there are short lead times available, there’s no need to place backlog. And if they don’t place backlog, that means we have higher turns…
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