Microchip Technology: FY26 Q2 earnings call, Nov 6, 2025
No Kalshi or Polymarket word markets were listed for Microchip Technology’s Nov 6, 2025 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
20 matches for “Backlog”; 5 quoted, at least 25 words apart.
…metric. Now let's get into our guidance for the December quarter. Our backlog for the December quarter started lower than the starting backlog for September…
…expect 3 strong quarters of March, June and September 2026. March quarter backlog is currently strong, and we currently expect March quarter sales to be…
…into next year. And you can kind of see it in the backlog. I know you stopped giving backlog breakouts in the filings. But in…
…cancellations. We took pushouts. We essentially allowed the customer to reset their backlog. So there's no impact on LTSA today. Customers are not taking any…
…of the current portion of what's -- I mean, you're not disclosing backlog anymore, but the current portion as of March was actually pretty small.…
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