Logitech Worldwide S.A. (LOGI) Presents at J.P. Morgan 54th Annual International Know-how, Media and Communications Convention Transcript
Logitech Worldwide S.A. (LOGI) J.P. Morgan 54th Annual International Know-how, Media and Communications Convention Could 20, 2026 11:20 AM EDT
Firm Members
Johanna Faber – CEO & Director
Presentation
Unknown Analyst
Hey, everybody. Thanks for becoming a member of us right this moment. For our final session, we now have the CEO of Logitech, Hanneke Faber. Thanks, Hanneke, for becoming a member of us right this moment. I respect your time.
Johanna Faber
CEO & Director
With pleasure.
Unknown Analyst
So possibly I wish to begin with a extra open-ended query. You are getting into your third yr because the CEO. Possibly can I ask you to mirror again in your prior 2 years. Particularly, what has taken you probably the most shocked or taken you by probably the most shock on the helm? And the way is that form of shaping your strategic imaginative and prescient going ahead, significantly simply given form of the geopolitical setting, AI, et cetera?
Query-and-Reply Session
Johanna Faber
CEO & Director
Sure. There’s lots of questions in a single. I’d say, general, my prime line could be, I really feel pleased with what the group has achieved within the final 2 years. However I am additionally really feel an excellent sense of urgency about what we now have to do. So proud as a result of once I got here in 2.5 years in the past, the enterprise was declining. China was in a very poor form for us. Now once I have a look at the outcomes we simply delivered for our fiscal, we have had 8 quarters of progress. We have now had implausible earnings enlargement, working earnings margins at 18.8%, nicely above our long-term mannequin final yr, nice stability sheet.
China is our star. So our execution has been very, very sturdy. So I am pleased with that. However on the similar time, I really feel an enormous sense of urgency as a result of AI is altering the way in which individuals work and play and that gives implausible alternatives
