Microchip Technology: FY26 Q2 earnings call, Nov 6, 2025

Thu, Nov 6Earnings callSpeaker-labelled transcriptMicrochip Technology

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

9 matches for “Impact”; 5 quoted, at least 25 words apart.

Steve Sanghicompanyprepared

…recent filings with the SEC that identify important risk factors that may impact Microchip's business and results of operations. In attendance with me today are…

Steve Sanghicompanyprepared

…net sales of $1.1404 billion and you get a non-GAAP gross margin impact of 10.8 percentage points. Subtracting it from the product gross margin of…

Steve Sanghicompanyqa

…the overall softer tone in the business environment; and number two, some impact of tariffs on customer psyche and people don't know when to make…

Steve Sanghicompanyqa

…sequentially down 1%. So it's harder to make a whole lot of impact when your sales are actually minus 1%. We are looking for just…

J. Bjornholtcompanyqa

…December quarter. We are still doing that. So it is increasing. The impact on underutilization charges in the current quarter will be modest. They'll be…

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