Logitech International CFO Sees Premium Peripheral Strength, China Gaming Boom, Eyes Price Hikes

• Logitech Eyes Breakout Before Earnings—Citigroup Sees 30% Upside

Logitech International (NASDAQ:LOGI) Chief Financial Officer Matteo Anversa discussed request trends, proviso concatenation issues, pricing, and superior allocation during a speech hosted by Goldman Sachs’ European hardware probe caput Alexander Duval. Anversa pointed to continued spot successful premium user peripherals, improving endeavor momentum successful video collaboration, and a supportive gaming backdrop successful China, portion describing a much uneven representation for gaming request successful North America.

Anversa said it was “a small early” to remark successful item connected fiscal 2027, which begins successful April, but helium described caller dynamics crossed Logitech’s segments. On the user side, helium characterized request arsenic “resilient but choiceful,” peculiarly successful the U.S., with shoppers seeking prime astatine the close price, particularly successful the medium-to-low extremity of the portfolio.

→ Hinge Health’s AI Moat Might Be Its Patient Movement Data

• Big Buybacks: 3 Large Caps Exceed 5% Repurchase Power

He contrasted that with continued spot successful premium products. Logitech’s Pro lineup—including MX and Ergo—saw “very, precise beardown demand,” with double-digit growth, according to Anversa. He besides said simulation products were up successful the precocious azygous digits, and that “hardcore gamers” and customers focused connected ergonomics and productivity person continued to walk astatine levels accordant with caller quarters.

On the endeavor side, Anversa said Logitech had a “great” quarter, citing video conferencing (VC) income up astir 8% year-over-year successful changeless currency. He added that business-to-business request has a clearer enactment of show than user request due to the fact that woody timing is much visible, and said the institution felt “pretty bullish” astir the trend.

→ Gold and Silver Pulled Back—Here’s Why the Bull Case Is Intact

• Garmin’s Growth Signals Wearables Surge: Stocks to Watch

Asked astir representation shortages, Anversa said astir of Logitech’s products bash not trust connected the benignant of representation presently successful abbreviated supply, with lone a information of its video conferencing products affected. He said Logitech secured proviso “a fewer quarters ago” and is “pretty overmuch protected done the extremity of the archetypal half” of fiscal 2027, portion continuing to enactment with suppliers to amended availability.

Anversa acknowledged representation outgo increases and said Logitech expects to mitigate the interaction done ongoing merchandise cost-reduction work. If those efforts are insufficient, helium said the institution is prepared to instrumentality pricing actions, noting it has seen immoderate competitors statesman to bash so. He besides referenced “pretty constricted elasticity” successful video conferencing products based connected anterior pricing actions successful North America tied to tariffs, suggesting Logitech believes it has country to set pricing if costs stay elevated.