Logitech International S.A. (LOGI) Presents at Goldman Sachs European Technology Conference 2026 Transcript

SA Transcripts158.61K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Logitech International S.A. (LOGI) Goldman Sachs European Technology Conference 2026 February 25, 2026 7:30 AM EST Company Participants Matteo Anversa - Chief Financial Officer Conference Call Participants Alexander Duval - Goldman Sachs Group, Inc., Research Division Presentation Alexander DuvalGoldman Sachs Group, Inc., Research Division Great. Well, I think we're ready to kick off. Hi, everyone. As a reminder, I'm Alex Duval, heading up the hardware team and research at Goldman Sachs in Europe. I'm delighted to be joined on stage by Matteo Anversa, CFO of Logitech. Matteo, thank you so much for joining. Matteo AnversaChief Financial Officer Alex, thank you so much for having us. Great -- great venue. Alexander DuvalGoldman Sachs Group, Inc., Research Division Thanks so much again. And just to state that this conversation is not intended for the media and is off the record. Question-and-Answer Session Alexander DuvalGoldman Sachs Group, Inc., Research Division Great. So perhaps we can kick off with fiscal year '27 demand trends. It'd be great to get your sense on the latest dynamics across your various segments. And perhaps you could touch on some puts and takes that have been salient in terms of your demand in the past year. Maybe you could help us think about how to think about the consumer and enterprise demand trending in the coming year. Matteo AnversaChief Financial Officer Yes, sure. So Alex, I think it's maybe a little early for me to comment in details around our fiscal year '27, which starts, as you know, in April. But overall, what we have seen also in the last quarter is -- let me start with the consumer side. I think we called it resilient, but choiceful, particularly in the U.S. We saw really the consumer looking for quality products, but at the right