- Q1 2024 Ichor Holdings Ltd Earnings Call TranscriptMay 07, 2024$38.96 (-0.87%)Earnings
- Q4 2023 Ichor Holdings Ltd Earnings Call TranscriptFeb 06, 2024$37.67 (-0.13%)Earnings
- Q3 2023 Ichor Holdings Ltd Earnings Call TranscriptNov 06, 2023$25.58 (-2.14%)Earnings
- Q2 2023 Ichor Holdings Ltd Earnings Call TranscriptAug 08, 2023$35.88 (-2.07%)Earnings
- Ichor Holdings Ltd at Stifel Cross Sector Insight Conference TranscriptJun 06, 2023
- Q1 2023 Ichor Holdings Ltd Earnings Call TranscriptMay 09, 2023$28.02 (-1.23%)Earnings
- Q4 2022 Ichor Holdings Ltd Earnings Call TranscriptFeb 07, 2023$35.67 (+0.34%)Earnings
- Q3 2022 Ichor Holdings Ltd Earnings Call TranscriptNov 08, 2022$25.74 (-0.39%)Earnings
- Q2 2022 Ichor Holdings Ltd Earnings Call TranscriptAug 09, 2022$29.69 (-8.79%)Earnings
- Q1 2022 Ichor Holdings Ltd Earnings Call TranscriptMay 10, 2022$29.16 (-2.02%)Earnings
- Q4 2021 Ichor Holdings Ltd Earnings Call TranscriptFeb 08, 2022$42.24 (+3.50%)Earnings
- Ichor Holdings Ltd at Needham Growth Conference (Virtual) TranscriptJan 10, 2022
- Ichor Holdings Ltd at UBS Global TMT Conference (Virtual) TranscriptDec 06, 2021
- Q3 2021 Ichor Holdings Ltd Earnings Call TranscriptNov 02, 2021$45.35 (-1.61%)Earnings
- Q2 2021 Ichor Holdings Ltd Earnings Call TranscriptAug 03, 2021$47.57 (-5.30%)Earnings
- Ichor Holdings Ltd Annual Shareholders Meeting TranscriptMay 11, 2021
- Q1 2021 Ichor Holdings Ltd Earnings Call TranscriptMay 04, 2021$54.22 (-4.41%)Earnings
- Q4 2020 Ichor Holdings Ltd Earnings Call TranscriptFeb 02, 2021$40.18 (+4.58%)Earnings
- Q3 2020 Ichor Holdings Ltd Earnings Call TranscriptNov 02, 2020$23.97 (+3.05%)Earnings
- Ichor Holdings Ltd at Deutsche Bank Technology Conference TranscriptSep 15, 2020
- Q2 2020 Ichor Holdings Ltd Earnings Call TranscriptAug 03, 2020$33.55 (+2.22%)Earnings
- Q1 2020 Ichor Holdings Ltd Earnings Call TranscriptMay 04, 2020$23.21 (+1.75%)Earnings
- Q4 2019 Ichor Holdings Ltd Earnings Call TranscriptFeb 05, 2020$35.69 (-0.22%)Earnings
- Q3 2019 Ichor Holdings Ltd Earnings Call TranscriptNov 05, 2019$31.44 (+1.48%)Earnings
- Q2 2019 Ichor Holdings Ltd Earnings Call TranscriptAug 06, 2019$22.72 (+1.20%)Earnings
- Q1 2019 Ichor Holdings Ltd Earnings Call TranscriptMay 07, 2019$24.98 (-2.88%)Earnings
Ichor Holdings Ltd at Stifel Cross Sector Insight Conference Transcript
Good morning. The afternoon session day one of the Stifel Cross Sector Insight Conference. Really pleased to have Ichor Holdings with us today. CEO, Jeff Andreson; as well as CFO, Larry Sparks, here on the stage with me.
We're going to do about a 30-minute discussion here with a number of questions that we have on the sector, specifically on Ichor, but feel free to hop in at any point. As we move from topic to topic, if there's something that you're interested in, raise your hand or I'll pause for questions throughout. So I guess with that, let's maybe kick it off.
Questions & Answers
So maybe to start with, like, the fun part, which is the cycle perspective a little bit. I think broadly speaking here, I think folks can point to what looks to be a trough. And so just wanted to -- a couple of questions about the evidence you're seeing that kind of confirms that you think 2Q maybe is the trough on revenue for you guys. But I think in two quarters, it's
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