Microchip Technology: FY26 Q1 earnings call, Aug 7, 2025
No Kalshi or Polymarket word markets were listed for Microchip Technology’s Aug 7, 2025 earnings call (FY26 Q1). 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.
16 matches for “Backlog”; 5 quoted, at least 25 words apart.
…partners and downstream customers and the trifecta effect is in play. Our backlog for the September quarter started higher than the starting backlog for June…
…the prior orders. Our customers will be well advised to manage their backlog and have 12 to 16 weeks of their needs on backlog, so…
…is just a warning shot to our customers to really bring their backlog healthy because lead times ensure you get very short-term booking, you get…
…at their demand for 12 to 16 weeks and give us that backlog so we can buy lead frames and substrates and start wafers and…
…of July. Now bookings every quarter are different based on how much backlog you begin with and what the lead times are. If the lead…
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