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NXP Semiconductors N.V. (NXPI) Barclays 23rd Annual Global Technology Conference December 10, 2025 11:05 AM EST
Company Participants
Jeff Palmer – Senior Vice President of Investor Relations
Bill Betz – Executive VP & CFO
Conference Call Participants
Thomas O’Malley – Barclays Bank PLC, Research Division
Presentation
Thomas O’Malley
Barclays Bank PLC, Research Division
All right. Thanks, everyone, for joining. I’m Tom O’Malley, semi and semi-cap analyst here at Barclays. It’s a pleasure to have Bill Betz and Jeff Palmer with NXP. Thanks for being here today.
Jeff Palmer
Senior Vice President of Investor Relations
Great. Thanks, Tom. Why don’t I start off Tom. We’ve got Bill with us today, our CFO. He’s got a bit of laryngitis so I’m going to probably take most of the questions so I apologize upfront for that. But he’ll take the hard ones, I’m sure if he has to.
Bill Betz
Executive VP & CFO
I’ll chime in as you can hear my voice is a little not so well.
Question-and-Answer Session
Thomas O’Malley
Barclays Bank PLC, Research Division
That’s no problem at all. So why don’t we start with just a broader topic. So a thematic for the conference here is AI. How are you intersecting that spending trend? Where are you on that journey today? And maybe talk about your portfolio and where you’re focused on bringing those big amounts of dollars into kind of the NXP umbrella?
Jeff Palmer
Senior Vice President of Investor Relations
Great. So I know AI build-out has just been a hot topic for a couple of years now, and it’s been fun to watch. Unfortunately, we don’t really participate in the data center. So that’s really not our value from a portfolio perspective. Where we’re really focused on in terms of AI is bringing what we term intelligence to the edge. So this is really
