TMTB: NXPI DDOG Keybanc Tech Conf Recaps
NXP Semiconductors (NXPI)
Bill Betz, Executive Vice President and Chief Financial Officer
Jeff Palmer, Senior Vice President of Investor Relations
1) Demand signals, backlog & order trends (macro)
“Since we reported earnings… our backlog continues to improve, especially quarters out. The three signals that we monitor… late orders below lead times… continue to happen. Customer escalations… have creeped up as well… we have plenty of inventory on hand, so that's probably mitigating… escalations.”
“The fast‑turning orders below lead times continue. They're growing… we are getting more visibility… in the out backlog, which gives us confidence… why we kind of soft‑guided Q4… to see a normal seasonal play.”
2) Pull‑ins & channel inventory posture
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