NASDAQ$CRUS

Cirrus Logic Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Cirrus Logic's revenue increased by 14% year-over-year, driven by sales momentum and execution of growth strategy.

Cirrus Logic reported Q1 FY22 revenue of $277.3 million, a 14% increase year-over-year. The company saw increased penetration of the Android market and began shipments with a leading laptop OEM. They anticipate accelerated revenue growth in FY22 with a strong pipeline of audio and high-performance mixed-signal products.

  • Revenue grew by 14 percent year on year.
  • Increased penetration of the Android market.
  • Began shipments with a leading laptop OEM.
  • Ramped new content in anticipation of product launches in the latter half of the year.

Headline financials

Total Revenue

$277M

Previous: $243M+14.3%
EPS (adj)

$0.54

Previous: $0.53+1.9%
Capital Expenditures

-$10.8M

Previous: -$2.05M-427.5%
Free Cash Flow

$6.37M

Previous: $16.2M-60.5%
Net Income

$17.2M

Previous: $18.2M-5.5%
Operating Income

$19.1M

Previous: $18.7M+2.3%
Gross Profit

$140M

Previous: $127M+9.8%
Cash & Equivalents

$385M

Previous: $286M+34.7%
Total Assets

$1.81B

Previous: $1.64B+10.3%
Stock-Based Comp

$15M

Previous: $13.3M+12.6%

Revenue & EPS history

Cirrus Logic · Revenue · Quarterly

$277M

Q1 2022+14.3%vs Q1 2021
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Cirrus Logic · $2B total across 2 segments · Q4 2026

  • Audio Products
    $1.16B
  • HPMS Products
    $837M

Forward guidance

Revenue is expected to range between $430 million and $470 million; GAAP gross margin is forecasted to be between 50 percent and 52 percent; and Combined GAAP R&D and SG&A expenses are anticipated to range between $135 million and $141 million

Tailwinds

  • Revenue is expected to range between $430 million and $470 million
  • GAAP gross margin is forecasted to be between 50 percent and 52 percent
  • Combined GAAP R&D and SG&A expenses are anticipated to range between $135 million and $141 million
  • Capacity Reservation and Wafer Supply Commitment Agreement with GlobalFoundries will expand ability to address unprecedented market demand
  • Capacity Reservation and Wafer Supply Commitment Agreement with GlobalFoundries will provide customers with much-needed supply assurance

Headwinds

  • The effects of the global COVID-19 outbreak and the measures taken to limit the spread of COVID-19
  • The susceptibility of the markets we address to economic downturns, including as a result of the COVID-19 outbreak and the actions taken to mitigate the spread of COVID-19
  • The risks of doing business internationally, including increased import/export restrictions and controls
  • Recent increased industry-wide capacity constraints that may impact our ability to meet current customer demand
  • The potential for increased prices due to capacity constraints in our supply chain, which, if we are unable to increase our selling price to our customers, could result in lower revenues and margins that could adversely affect our financial results

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.4%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+3.0%

Avg return

30 days after

51%

33 / 65 earnings

Positive

+27.0%

Q1 2013

Best reaction

-14.6%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-1.7%+6.2%+2.7%
Q3 2026+8.3%+12.1%+4.6%
Q2 2026-7.8%-8.4%-4.5%
Q1 2026-7.4%-0.4%+10.2%
Q4 2025+2.6%+1.2%+3.0%
Q3 2025+7.8%+3.0%+7.4%
Q2 2025-6.8%-6.0%-6.0%
Q1 2025+9.9%+17.7%+22.5%
Q4 2024+13.6%+17.9%+32.0%
Q3 2024+14.2%+18.2%+19.8%
Q2 2024+3.9%+6.8%+12.1%
Q1 2024+2.9%+3.3%+3.3%
Q4 2023-6.4%-9.1%-6.3%
Q3 2023+9.8%+14.4%+11.3%
Q2 2023+5.6%+1.6%+11.9%
Q1 2023+5.6%+2.4%-11.6%
Q4 2022+5.6%+0.8%+7.4%
Q3 2022-2.7%-3.0%+3.2%
Q2 2022+1.4%-2.4%+0.0%
Q1 2022-1.5%-4.4%+1.8%
Q4 2021-13.6%-12.7%-9.3%
Q3 2021-4.0%-8.9%-16.7%
Q2 2021+0.6%+7.3%+17.2%
Q1 2021-0.1%-5.7%-8.2%
Q4 2020+2.7%+7.7%+1.7%
Q3 2020+0.5%-7.4%-17.6%
Q2 2020+17.1%+17.2%+23.6%
Q1 2020+15.7%+5.8%+8.8%
Q4 2019+3.6%+4.5%-21.5%
Q3 2019-1.1%+0.1%+9.3%
Q2 2019+10.8%+11.0%+0.0%
Q1 2019-7.2%-1.2%+1.6%
Q4 2018-0.4%+2.0%-3.8%
Q3 2018-7.2%-9.3%-6.4%
Q2 2018+1.3%+2.0%-4.6%
Q1 2018-6.5%-8.8%-6.7%
Q4 2017-0.3%-2.6%+4.4%
Q3 2017-8.8%-8.0%-11.1%
Q2 2017+5.1%+6.7%+9.2%
Q1 2017+22.3%+21.4%+26.0%
Q4 2016+12.4%
Q3 2016+15.9%
Q2 2016+3.3%
Q1 2016+10.6%
Q4 2015+4.2%
Q3 2015+0.4%
Q2 2015-12.7%
Q1 2015-2.3%
Q4 2014+12.5%
Q3 2014-11.9%
Q2 2014-14.6%
Q1 2014-8.7%
Q4 2013-6.3%
Q3 2013-1.8%
Q2 2013-9.1%
Q1 2013+27.0%
Q4 2010-2.3%
Q4 2012-2.3%
Q4 2011-2.3%
Q3 2012-8.1%
Q2 2011+2.4%
Q2 2012+2.4%
Q3 2011-2.2%
Q1 2012-2.2%
Q1 2011-2.2%

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