Microchip Technology Incorporated (MCHP) Q4 2025 Earnings Call Transcript
Microchip Technology Incorporated (NASDAQ:MCHP ) Q4 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Sajid Daudi - Head of Investor Relations Steve Sanghi - Chief Executive Officer Eric Bjornholt - Chief Financial Officer Richard Simoncic - Chief Operating Officer Conference Call Participants Harsh Kumar - Piper Sandler Chris Caso - Wolfe Research Timothy Arcuri - UBS Blayne Curtis - Jefferies Vivek Arya - Bank of America Securities Tore Svanberg - Stifel Harlan Sur - JP Morgan Joshua Buchalter - TD Cowen William Stein - Truist Securities Vijay Rakesh - Mizuho Securities Quinn Bolton - Needham & Company Christopher Danely - Citigroup Joe Moore - Morgan Stanley Janet Ramkissoon - Quadra Capital Christopher Rolland - Susquehanna Financial Group Craig Ellis - B. Riley Securities Operator Greetings and welcome to the Microchip's Q4 and FY '25 Financial Results Conference Call.
Microchip Technology (MCHP) Q4 Earnings and Revenues Beat Estimates
Microchip Technology (MCHP) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.57 per share a year ago.
Microchip Set to Report Q4 Earnings: What's in Store for the Stock?
MCHP's fourth-quarter fiscal 2025 results are likely to reflect the negative impact of a weak demand environment and excessive inventory.
Gear Up for Microchip Tech (MCHP) Q4 Earnings: Wall Street Estimates for Key Metrics
Evaluate the expected performance of Microchip Tech (MCHP) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Microchip Technology Appoints Long-Time TSMC Executive Rick Cassidy to Its Board of Directors
CHANDLER, Ariz., May 02, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected and secure embedded control solutions, today announced that Rick Cassidy, Senior Vice President of Corporate Strategy Development at Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) and Chairman of TSMC Arizona, will join the Board of Directors of Microchip effective May 2, 2025.
Microchip Technology (MCHP) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Microchip Tech (MCHP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Microchip Expands Connectivity, Storage and Compute Portfolios to Meet the Growing Demands of AI Data Center Applications
CHANDLER, Ariz., April 28, 2025 (GLOBE NEWSWIRE) -- The rapid growth of artificial intelligence (AI) is transforming data centers, creating an unprecedented demand for high-performance, secure, reliable and innovative solutions.
Can MCHP's Expanding Portfolio Help the Stock Recover in 2025?
Microchip leverages product innovation to navigate market challenges and support long-term growth despite broad-based weakness across multiple product lines.
MCHPP: Microchip Technology's 7.5% Mandatory Convertible Preferred Stock IPO
We analyze Microchip Technology's 7.50% Series A Mandatory Convertible Preferred Stock after its IPO, despite it not fitting our typical financial objectives. Convertible securities can offer attractive arbitrage opportunities, making them worth studying, even if they don't align with our usual investment focus. Microchip Technology has a stable 'BBB' credit rating from Fitch. However, OTC bonds are showing some weakness.
How Bad Is It For Microchip (Nasdaq: MCHP), Warner Bros (Nasdaq: WBD) and Marvell (Nasdaq: MRVL) Right Now
Markets just gave back most of the day from yesterday's historic rally. All thanks to tariff uncertainty with China.
United Airlines, Microchip Technology lead the stocks posting 20%-plus reversals on Trump tariff pause
More than a dozen companies swung more than 20% from their lows to their highs in Wednesday's furious rally.
Microchip Technology's Fall From Grace: Can It Rebound?
Microchip Technology faces significant challenges, including a 50% revenue drop, declining margins, and high debt levels, making current investment unattractive. The company's heavy reliance on the Asian market and lack of long-term distributor agreements add to its financial instability and market uncertainty. The sustainability of Microchip's dividend is questionable, with free cash flow insufficient to cover payouts, suggesting a potential cut.
