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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth
恩智浦半导体股份有限公司(NXPI)于TD Cowen第54届科技、媒体与电信年会上发表演讲记录
2026-05-27 · via All Articles on Seeking Alpha

恩智浦半导体股份有限公司(NXPI) TD Cowen之五十四届科技、媒体&电信会议 公元二零二六年五月廿七日 上午九时零五分 EDT

出席公司代表

杰夫·帕尔默 - 投资关系高级副总裁

电话会议出席代表

约书亚·布查特 - TD Cowen 研究部

演說

約書亞·布查特爾
TD Cowen,研究部

早安。歡迎來到TD Cowen的TMT會議。吾乃約書亞·布查特爾,半導體分析師也。甚喜與NXP半導體的投資者關係執行長傑夫·帕爾默共聚一堂.

傑夫·帕爾默
投資者關係副總裁

當然。嗨,約書亞。感謝邀請。

问难之会

约书亚·布赫尔特(Joshua Buchalter)
TD Cowen, Research Division

幸会幸会。吾辈初时私语,谈及成熟节点半导体之境,颇见积极气象。或涉人工智能与数据中心之辉光,然亦存周期性之实益。君或可稍述背景,兼论君等自首季财报中所见之景致。

杰夫·帕默
投资者关系高级副总裁

然也。善始也。较之九十、百八十日,吾谓今乐观甚于往昔。盖汽车部占公司之五十八,汽车部稍畅,则公司亦畅,虽他部亦佳也。

吾等察诸KPI,以窥商贾之变,其行也。此KPI者,如账实之比,恒超一倍,客户积压之数,源源不绝,甚美。迟至之单渐增,加急之务日繁,交货之期亦渐延。吾等乃于Q1提价。物价之涨,已感于输入之费。