Microchip Technology Incorporated (MCHP) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings and welcome to the Microchips Q4 and Fiscal Year 26 Financial Results Conference Call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Eric Bjornholm, Chief Financial Officer. You may begin. Thanks, Kate, and good afternoon, everyone. During the course of this conference call, we will be making projections and other forward-looking statements regarding future events or the future financial performance of the company. We wish to caution you that such statements are predictions and that actual events or results may differ materially. Referring to our press release of today as well as our recent filings with the SEC, we that identify important risk factors that may impact Microchip's business and results of operations. In attendance with me today are Steve Sange, Microchip's President and CEO, Britt Simonsek, Microchip's COO, Brian McCarson, VP of Microchip's Data Center Solutions Business Unit, and Saja Dowdy, Microchip's Head of Investor Relations. I will comment on our fourth quarter and full fiscal year 2026 financial performance, Brian will provide an update on our data center business, and then Steve will provide commentary on our results and discuss the current business environment as well as our guidance. We will then be available to respond to specific investor and analyst questions. We are including information in our press release and this conference call on various GAAP and non-GAAP measures. We have posted a full GAAP to non-GAAP reconciliation on the inve...