Texas Instruments Inc (NAS:TXN)
$ 186.61 1.29 (0.7%) Market Cap: 169.91 Bil Enterprise Value: 172.50 Bil PE Ratio: 29.11 PB Ratio: 10.00 GF Score: 89/100
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Texas Instruments Inc at UBS Global TMT Conference Transcript

Dec 10, 2019 / 03:00PM GMT
Release Date Price: $121.37 (-0.52%)
Timothy Michael Arcuri
UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

Good morning. I'm Tim Arcuri. I'm the semiconductor and semi-cap equipment analyst here at UBS. Very happy to have Texas Instruments. With us, we have Dave Pahl, who's the VP of Investor Relations at TI.

Questions & Answers

Timothy Michael Arcuri;Dave Pahl
UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

I guess, first, I just wanted to talk about business a little bit. You've had about 6 weeks since you guided. Some of your peers have sort of guided, and maybe you're citing a better October from kind of an order point of view, but the numbers themselves in terms of what your peers have guided are really not that different than what you guided versus normal seasonal or versus year-over-year. So could you talk about some of the puts and takes that are still still impacting December and maybe what the key puts and takes are as we look out into next year?

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