Sirius XM Holdings Inc. (SIRI) Bank of America 2023 Global Technology Conference Call June 7, 2023 1:40 PM ET
Company Participants
Matt Murphy - President and Chief Executive Officer
Willem Meintjes - Chief Financial Officer
Conference Call Participants
Vivek Arya - Bank of America Securities
Vivek Arya
Good morning, everyone. Welcome to this morning session. I'm Vivek Arya Head of US semiconductor semicap equipment research. I am absolutely delighted to have the team from Marvell joining us. Matt Murphy, President and CEO; and Willem Meintjes, CFO of the company. I'll go through my prepared questions, but if you have anything you would like to bring up, please feel free to raise your hands and I'll be sure to get you in. Looks like we should have had a much bigger room, Matt, if…
Matt Murphy
Well, it's because of you. I mean, I've never seen standing room only before Vivek, because of you.
Vivek Arya
I wish.
Matt Murphy
Yeah.
Question-and-Answer Session
Q - Vivek Arya
Thank you. So welcome Matt and I really appreciate you guys being here. So maybe Matt, let's just start with just a high level state of the union. A lot of kind of mixed currents in the semiconductor industry, consumer enterprise not doing well, other areas starting to improve, right? So give us a sense of how you see demand now versus what you thought it would be at the start of the year?
Matt Murphy
Sure. Yeah. Maybe I can frame it a little higher level for a second. I think this cycle we've just gone through has been very unusual, right? Different than anyone I can remember over the last 30 years. And that it seems very staged in terms of when companies based on their end market exposure were coming out of the cycle, if you will, right? So last
- Read more current MRVL analysis and news
- View all earnings call transcripts