Logitech International S.A. (LOGI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Logitech International S.A. (LOGI) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 4:50 PM EST Company Participants Johanna Faber - CEO & Director Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Presentation Erik WoodringMorgan Stanley, Research Division I think we'll get started here. Perfect. So, welcome to day 3 guys of the TMT Conference. My name is Erik Woodring. I lead the U.S. IT hardware coverage here. I am delighted to be joined by Hanneke Faber, CEO of Logitech. Hanneke join Logitech in late 2023. You came from a variety of roles in consumer, B2B, e-commerce, you're a President of a $14 billion business at Unilever. So we're lucky to have you today. Thank you for joining us. Johanna FaberCEO & Director Thanks. Thanks for having me. Erik WoodringMorgan Stanley, Research Division Before we begin, I need to mention that important disclosures can be found at the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representatives. So Hanneke, I'd love to maybe get -- start by getting your kind of overarching lay of the land. There's a lot going on, obviously, kind of speak through high-level consumer versus commercial? Anything notably geographically and kind of where the focus is as we soon enter fiscal '27. Johanna FaberCEO & Director Yes. Thanks, Erik. If I start very high over the macro trends that are tailwinds to our business are still in full force. So that's good. Gaming continues to be a really buoyant market around the world. Every younger cohort is gaming more. This is good. The new ways of working continue to be a tailwind as well. Most companies in the world, and we serve 70% of the Fortune 500 have