Cirrus Logic, Inc. (CRUS) Q4 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call reveals strong financial performance, with revenue, gross margin, and net income all showing year-over-year growth. EPS also increased, indicating improved profitability. Despite the lack of strategic updates or risk discussions, the financial results alone suggest a positive outlook. The Q&A section did not reveal any negative analyst sentiment or concerns, supporting a positive sentiment. Therefore, the stock price is likely to experience a positive movement of 2% to 8% over the next two weeks.
Key Financial Performance
Revenue Cirrus Logic reported revenue of $1.9 billion for Q4 2026, a 5% increase year-over-year, driven by strong demand for audio and haptic solutions.
Gross Margin The gross margin was 52%, up from 50% in the previous year, attributed to improved product mix and operational efficiencies.
Operating Expenses Operating expenses were $450 million, a 3% increase year-over-year, primarily due to higher R&D investments.
Net Income Net income was $300 million, a 7% increase year-over-year, reflecting higher revenue and improved margins.
Earnings Per Share (EPS) Earnings per share were $5.00, up from $4.65 in the previous year, driven by increased net income.
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Operating Highlights
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Risk or Challenges
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Accounting Officer
Bank PLC
Barclays Bank
CEO President
CFO Principal
Cirrus Logic
Co Inc
Director Investor
Director Jeffrey
Division OMalley
Division PM
Division Wei
EDT Ladies
Inc Research
Instructions statement
Mok Oppenheimer
OMalley Barclays
Officer Chief
Officer Yash
Oppenheimer Co
PLC Research
PM EDT
Principal Accounting
Relations CEO
Research Division
Session Instructions
Shah Susquehanna
Tore Svanberg
Wei Mok
Woolard CFO
Yash Shah
CRUS Transcript
Cirrus Logic, Inc. (CRUS) Q4 2026 Earnings Call Transcript
Positive5-6
The earnings call reveals strong financial performance, with revenue, gross margin, and net income all showing year-over-year growth. EPS also increased, indicating improved profitability. Despite the lack of strategic updates or risk discussions, the financial results alone suggest a positive outlook. The Q&A section did not reveal any negative analyst sentiment or concerns, supporting a positive sentiment. Therefore, the stock price is likely to experience a positive movement of 2% to 8% over the next two weeks.
Cirrus Logic, Inc. (CRUS) Q3 2026 Earnings Call Transcript
Positive2-3
The company reported a 4% YoY revenue increase and record EPS, indicating strong financial performance. Although gross margin declined slightly, the company offset this with cost reductions. Share buybacks and strong cash flow further enhance shareholder value. Optimistic guidance, particularly in the PC and AI markets, suggests future growth. Despite some strategic shifts and declines in certain segments, the company's expansion plans and new product developments in AI-enabled PCs and voice technology are promising. The Q&A session did not highlight significant risks, reinforcing a positive outlook.
Cirrus Logic, Inc. (CRUS) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Neutral12-11
Cirrus Logic, Inc. (CRUS) Q2 2026 Earnings Call Transcript
Unknown11-4
The company reported a 4% YoY revenue increase and a solid gross margin of 52.5%, but concerns arise from its heavy reliance on the smartphone market and potential R&D delays. The Q&A revealed management's reluctance to provide specifics on new opportunities, adding uncertainty. The share repurchase program is a positive, yet broader economic risks and supply chain issues persist. With mixed signals from strong financials and cautious guidance, a neutral stock price movement is likely.
CRUS Slides
CRUS Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
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Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
