NASDAQ$CRUS

Cirrus Logic Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Cirrus Logic delivered record revenue due to component shipments into smartphones exceeding expectations and strong demand for flagship devices.

Cirrus Logic reported record revenue for the June quarter, driven by component shipments into smartphones exceeding expectations and continued strong demand for flagship devices. The company announced a $500 million share repurchase program.

  • Record revenue was delivered for the June quarter.
  • Component shipments into smartphones exceeded expectations.
  • Strong demand was experienced for flagship devices.
  • A $500 million share repurchase program was announced.

Headline financials

Total Revenue

$394M

Previous: $277M+42.0%
EPS (adj)

$1.12

Previous: $0.54+107.4%
Non-GAAP Gross Margin

51.5%

No prior period
GAAP Gross Margin

51.5%

No prior period
Capital Expenditures

-$6.78M

Previous: -$10.8M+37.5%
Free Cash Flow

$32.9M

Previous: $6.37M+416.6%
Net Income

$39.7M

Previous: $17.2M+130.7%
Operating Income

$54.3M

Previous: $19.1M+184.1%
Gross Profit

$203M

Previous: $140M+44.8%
Cash & Equivalents

$379M

Previous: $385M-1.5%
Total Assets

$2.11B

Previous: $1.81B+16.1%
Stock-Based Comp

$18.1M

Previous: $15M+21.0%

Revenue & EPS history

Cirrus Logic · Revenue · Quarterly

$394M

Q1 2023+42%vs Q1 2022
Beat estimate in 14 of 15 quarters(93%)
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 $450 million and $490 million. GAAP gross margin is forecasted to be between 49 percent and 51 percent. Combined GAAP R&D and SG&A expenses are anticipated to range between $154 million and $160 million, including approximately $20 million in stock-based compensation expense, $8 million in amortization of acquired intangibles, and $3 million in acquisition-related costs.

Tailwinds

  • Revenue is expected to range between $450 million and $490 million.
  • GAAP gross margin is forecasted to be between 49 percent and 51 percent.

Headwinds

  • Combined GAAP R&D and SG&A expenses are anticipated to range between $154 million and $160 million.
  • Includes approximately $20 million in stock-based compensation expense.
  • Includes $8 million in amortization of acquired intangibles.
  • Includes $3 million in acquisition-related costs.

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 2023

Historical avgQ1 2023

+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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