NXP Semiconductors NV at KeyBanc Capital Markets Technology Leadership Forum Transcript

Aug 11, 2026 / 03:00PM GMT

Transcript

John Vinh

Keybanc Capital Markets Inc - Analyst

Great. Good morning, everybody. My name is John Vinh. I cover semis here at KeyBanc Capital Markets. We're very fortunate this morning to have NXPI with us.

We've got Jeff Palmer, Senior VP of Investor Relations. Congratulations on your retirement, Jeff. It's been great to work with you all these years. I'm very glad that you were able to include us in your farewell tour and --

Jeff Palmer

NXP Semiconductors NV - Senior Vice President, Investor Relations

I'm still here for a few more months, John.

John Vinh

Keybanc Capital Markets Inc - Analyst

Welcome Mike, back to the world of semis. I'm sure you're -- so anyways, why don't we just kick things off, and just talk about the cycle, right? Maybe, Jeff, can you just walk us through kind of what are the key trends that you're seeing right now?

Jeff Palmer

NXP Semiconductors NV - Senior Vice President, Investor Relations

Yeah. So we reported earnings just a couple

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