Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST
Company Participants
Dean Butler – CFO & Senior Vice President
Thomas Haws – Investor Relations Manager
Conference Call Participants
Thomas O’Malley – Barclays Bank PLC, Research Division
Presentation
Thomas O’Malley
Barclays Bank PLC, Research Division
Thank you very much. Welcome back to the Barclays Global Tech Conference. I’m Tom O’Malley, semi and semi-cap equipment analyst. Very happy to have Dean Butler with us and also Thomas Haws with us from Silicon Labs. How are you guys doing today?
Dean Butler
CFO & Senior Vice President
Yes. Good. Thanks for having us, Tom.
Thomas O’Malley
Barclays Bank PLC, Research Division
Thank you for being here. I appreciate it.
Question-and-Answer Session
Thomas O’Malley
Barclays Bank PLC, Research Division
Okay. So I think in prior conversations, the way that we start is with a larger thematic, which is talking about how does this AI spend in your vision look? Is it premature? Is it front-end loaded? Do we see this bubble? I think like a better question tailored for Silicon Labs is, one, I’d love to hear your opinion on just where we are in the investment cycle in aggregate. But two, how do you guys intersect this trend? Obviously, you guys are going to be more towards the edge. I’d love to hear about your products and your vision for the AI dollars coming into cloud.
Dean Butler
CFO & Senior Vice President
Yes. I mean my opinion, Tom, is we’re super early innings. And look, Silicon Labs, we’re not data center focused. So we don’t really have a great opinion on sort of how the data center sort of rollout is and where they are in their investment cycle. But I look at it as, look, this edge opportunity will ultimately be in addition to what we’re