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Analyst
Matthew Prisco
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q3 (4 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 4questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 14 of 14 questions from 4 companies
NXPINXP Semiconductors6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
can you maybe break down the trends you are seeing between the core industrial and the IoT side of the business?
Show response
Gave the growth-driver and core split but did not address the geographic demand part of the question.
how are you seeing that as a benefit Today and maybe how much of that is impacting the 3Q guide
Show response
Confirmed selective price adjustments and neutral Q2 pricing but declined to size the Q3 impact, saying it will not be known until later.
Calendar 2026 Q1
can you share a little more color on the customer ordering patterns that you've seen, what's changed over kind of the past 90 days?
Show response
Rafael noted significantly improved backlog visibility. Memory supply tightness is a conversation topic but no order impact seen in industrial, IoT, or automotive.
Are you seeing any tightness out there impacting the business as we kind of see those Tier 2 wafer pricing increases
Show response
Bill confirmed VSMC and ESMC both on schedule. VSMC tools installed, ramp expected 2028 with 200bp gross margin expansion. Slight bottlenecks in certain supply chain areas.
Calendar 2025 Q4
I would love if you can offer some detail on the demand dynamics within your core auto business versus your accelerated growth drivers
Show response
Rafael confirmed auto returned to YoY growth in Q4 and Q1 guide continues that trend. Volume purchase agreements mostly complete with low single-digit price declines across the business.
can you maybe offer some more color on customer ordering trends over the past few months
Show response
Bill confirmed all tracked internal signals improved over 90 days, backlog, distribution backlog, escalations, short-cycle orders. Strongest signals seen in quite a while.
MCHPMicrochip Technology4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
can you help breaking down the sizing of that market today and perhaps the exposure across those three buckets that you talked about?
Show response
Brian declined to size specific wins but said the six Gen6 wins were secured before production ramp, unusual ahead of volume release, with steady wins expected.
how should we be thinking about underutilization charges declining from here?
Show response
Eric said underutilization charges will come down nicely in the June quarter but take multiple quarters to fully fade as fabs and back-end operations ramp.
Calendar 2025 Q4
Can you give us an update on how we should be thinking about the inventory reserve and utilization charges rolling off
Show response
Eric expects inventory reserves to normalize this quarter. Underutilization charges at $50M+ will take a couple of years to fully unwind. High-margin growth vectors in data center, Ethernet, and connectivity will help offset through favorable product mix.
how should we be thinking about that continued strength versus seasonality? And what gives you confidence there that the tailwind from the closing of the sell-in versus sell-through gap theoretical...
Show response
Eric cited strong backlog, growing order book, customer discussions, and the seasonal strength of June and September quarters as drivers of continued growth confidence beyond the distribution correction.
ADIAnalog Devices2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
At what point do we need to start thinking about capacity additions?
Show response
Puccio said supply is executing well with 9 straight above-seasonal quarters and a 10th guided, adding tools/external wafers and scenario planning further capacity.
Calendar 2026 Q2
how are you seeing the segments tracking into the July quarter today? And maybe how are you thinking about the back half of the calendar year
Show response
Puccio gave detailed Q3 segment guidance: industrial and auto mid-to-high single digits sequential, comms low-to-mid teens, consumer down single digits. Q4 typically up low single digits seasonally.
TXNTexas Instruments2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
is there any update to your messaging around depreciation expectations versus 3 months ago? And then maybe how to think about timing of when CI will remain
Show response
Depreciation unchanged at 2.2-2.4 for 2026, slower upward pressure in 2027. Received $630M of $1.6B direct CHIPS Act funding so far, with remainder over coming years as milestones are met.
you previously talked about spending about $2 billion to $3 billion CapEx in 2026. First, is that still the right number?
Show response
Rafael confirmed $2-3B CapEx for 2026 with Phase III incremental capacity in both fab and assembly/test. Long-term CapEx intensity at 1.2x revenue growth rate.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| NXPI NXP Semiconductors | 6 | 0%none of 6 questions |
| MCHP Microchip Technology | 4 | 0%none of 4 questions |
| ADI Analog Devices | 2 | —Rate withheld: fewer than 3 questions |
| TXN Texas Instruments | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 4 | 0%none of 4 questions | 2 |
| 2026 Q1 | 6 | 0%none of 6 questions | 3 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q16 questions · challenge rate 0% (none of 6 questions) · 3 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Supply Chain4
- Capex Investment4
- Revenue Growth3
- Margin2
- Cost Pressure2
- Pricing2
- Cloud & AI1
- Product Launch1
- Competitive Dynamics1
Show all 14 topics
- Inventory1
- Geographic Expansion1
- Guidance Reliability1
- Regulation Policy1