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Synaptics Incorporated (SYNA) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST
Company Participants
Ken Rizvi – Senior VP & CFO
Rahul Patel – President, CEO & Director
Conference Call Participants
Thomas O’Malley – Barclays Bank PLC, Research Division
Presentation
Thomas O’Malley
Barclays Bank PLC, Research Division
All right. Welcome back. I’m Tom O’Malley, semi and semi-cap analyst here at Barclays. Very pleased to have Rahul and Ken from Synaptics here. Thank you for joining guys.
Ken Rizvi
Senior VP & CFO
Thanks for having us.
Rahul Patel
President, CEO & Director
Good morning, Tom.
Question-and-Answer Session
Thomas O’Malley
Barclays Bank PLC, Research Division
Well, I’d like to start with like a broader thematic because I think that most of what we hear today is around AI. Maybe start with we’ve seen $3 trillion plus of announced spend today. It’s a big pie. People are attacking this in different ways. Some are calling this a bubble. Maybe your view on where we are in the spending trajectory. You’ve been around AI for a long time in various fashions. But where are we in the spending trajectory? Do you think that this is maybe an over accelerated beginning of this ramp? And how are you addressing that as a company?
Ken Rizvi
Senior VP & CFO
Well, I think first and foremost, thanks for having us.
Thomas O’Malley
Barclays Bank PLC, Research Division
Thanks for being here.
Rahul Patel
President, CEO & Director
And most importantly, I think this $3 trillion is all data center driven, right?
Thomas O’Malley
Barclays Bank PLC, Research Division
I thinks so.
Rahul Patel
President, CEO & Director
And we are at the Edge. So not my place to comment where the $3 trillion are in terms of being a hype or not a hype or circular
