NXP Semiconductors NV at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 05, 2023 / 04:30PM GMT
Toshiya Hari - Goldman Sachs Group, Inc., Research Division - MD

Good morning, everyone. Thank you so much for joining. I'm Toshiya Hari. I cover the semiconductor space at Goldman Sachs. I am very excited, very pleased, very honored to have the team from NXP with us this morning. We have Kurt Sievers, President and CEO; and Bill Betz, Executive Vice President and CFO.

I will kick off with a bunch of questions, but we'll definitely leave some time at the end for questions from the audience, so please be ready. Kurt, Bill, thank you for attending. Really appreciate the time.

Questions and Answers:

Toshiya Hari - Goldman Sachs Group, Inc., Research Division - MD

I wanted to kick off with a relatively near-term question. You reported June quarter results that came in toward the high end of guidance. You guided September quarter to grow 3% at the midpoint. I don't expect you to give us an update here today. But perhaps, what were some of the puts and takes that you guys thought about, considered when providing guidance? And what are you seeing in the
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