Sensata Technologies Holding PLC at Barclays Industrial Select Conference Transcript

Feb 11, 2024

Feb 17, 2021 / 04:30PM GMT
Brian Arthur Johnson - Barclays Bank PLC, Research Division - MD & Senior Equity Analyst

Thank you very much. Welcome to the continuation for -- after our keynote talk from Prof. Goolsbee. We're now with Sensata Technologies. So it's a company we cover [overweight]. We're joined this year by Jeff Cote, CEO and President; Paul Vasington, EVP and CFO.

Questions and Answers:

Brian Arthur Johnson - Barclays Bank PLC, Research Division - MD & Senior Equity Analyst

I want to kind of drill in first before we get to the broader strategic points around the macro chip shortage. Can you give us -- which is raging in automotive. So really 2 questions. Kind of what's your thoughts on the chip shortage impact on Sensata? In particular on the automotive side, there's been a deterioration in the external forecast since you gave your guidance, kind of as OEMs announced production cuts.

So on the automotive side, was that fork contemplated within your guidance? And then secondly -- kind of secondly, are there chip shortages affecting other end market or

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