Allegro MicroSystems, Inc. (ALGM) Q4 2025 Earnings Call Transcript

Allegro MicroSystems, Inc. (NASDAQ:ALGM) Q4 2025 Earnings Call May 8, 2025 8:30 AM ET

Company Participants

Jalene Hoover – Investor Relations
Mike Duke – President and Chief Executive Officer
Derek D’Antilio – Chief Financial Officer

Conference Call Participants

Timothy Arcuri – UBS
Joe Quattrochi – Wells Fargo
Gary Mobley – Loop Capital
Chris Caso – Wolfe Research
Joshua Buchalter – TD Cowen
Vijay Rakesh – Mizuho
Quinn Bolton – Needham & Company
Joseph Moore – Morgan Stanley

Operator

Good morning and welcome to the Allegro MicroSystems Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand the conference over to Jalene Hoover, Vice President of Investor Relations and Corporate Communications.

Jalene Hoover

Thank you, Brianna. Good morning and thank you for joining us today to discuss Allegro’s fiscal fourth quarter and full fiscal year 2025 results. I am joined today by Allegro’s President and Chief Executive Officer, Mike Duke; and Allegro’s Chief Financial Officer, Derek D’Antilio. They will provide highlights of our business, review our quarterly and annual financial performance, and share our first quarter outlook. We will follow our prepared remarks with a Q&A session.

Our earnings release and prepared remarks include certain non-GAAP financial measures. The non-GAAP financial measures that are discussed today are not intended to replace or be a substitute for our GAAP financial results. A reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures are included in our earnings release, which is available in the Investor Relations page of our website at www.allegromicro.com. This call is also being webcast, and a replay will be available in the Events and Presentations section of our IR page shortly.

During the course of this conference call, we

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