Analog Devices Inc at UBS Global Technology and AI Conference Transcript
All right. We're going to get started. I'm Tim Arcuri. I'm the semi and semi equipment analyst here at UBS. I'm very pleased to have Rich Puccio with ADI, Rich is the CFO. So thank you, Rich. Thank you.
Thanks for having me. Appreciate it.
So Rich, let's just start with the question that I and you are probably getting in every meeting, which is you just had a very strong earnings report. You were one of the few to guide above seasonal last week for your January quarter. Can you speak to what you're seeing in the business? And some of the key segments and what's allowing you to outperform your peers?
Sure. So maybe I'll take back a little bit. If you go back to Q2 '24 when we said, hey, we think we've hit the bottom here. We're largely
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