Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number: 0-29174 LOGITECH INTERNATIONAL S.A. (Exact name of registrant as specified in its charter) Canton of Vaud,Swit ...

财务数据和关键指标变化 - 第三季度净销售额下降17%至12.7亿美元 [27] - 毛利率下降至37.9%,主要受到汇率不利影响3个百分点、促销不利影响3个百分点以及成本通胀不利影响2个百分点 [28] - 经营利润为2.04亿美元,受到需求下降和毛利率压力的影响,但部分被运营费用的降低所抵消 [29] - 经营活动产生的现金流为2.8亿美元,同比增加1.18亿美元 [29] 各条业务线数据和关键指标变化 - 游戏业务下降10%,模拟产品增长基本持平,但PC和主机游戏下降 [30] - 视频协作业务下降16%,会议室摄像头和外围设备下降个位数,但面向企业的网络摄像头下降超过40% [31] - 指针设备下降8%,受低端产品压力影响,但公司在整体指针设备市场份额有所提升 [32] - 键盘和组合产品下降17%,高端市场有所增长,但低端市场有所损失 [32] - 消费者网络摄像头下降近50% [33] 各个市场数据和关键指标变化 - 亚太地区销售下降仅为个位数,但美洲和欧洲地区仍受到压力 [30] - 中国销售受到疫情影响,约拖累1个百分点 [135][136] 公司战略和发展方向及行业竞争 - 公司保持专注于产品创新、强大的销售策略和严格的利润管理 [9][18] - 公司继续投资研发,Q3研发投入较3年前增加50% [18] - 公司看好混合办公、视频应用、游戏和内容创作等长期趋势,将继续推动这些领域的产品创新 [13][14][15][16] - 公司将继续优化成本结构,计划到2023财年末将运营费用降低11% [23][35] - 公司在电商和分析方面的销售能力也是市场份额提升的重要因素 [167][168] 管理层对经营环境和未来前景的评论 - 宏观经济和地缘政治挑战持续,包括强势美元、全球通胀和消费者信心低迷 [9] - 企业需求下降,尤其是视频协作业务,受到客户裁员和成本控制措施的影响 [9][10] - 消费者购买集中在促销期,导致销售和毛利率受到压力 [11] - 公司相信这些挑战是暂时的,长期增长趋势仍然良好 [12][13][14][15][16] - 公司对中国市场前景保持乐观,认为中国市场开放将是利好 [142][143] 问答环节重要的提问和回答 问题1 **George Wang 提问** 询问公司在B2B销售渠道方面的最新进展和学习 [154][155] **Bracken Darrell 回答** 公司正在努力从消费者业务向B2B业务转型,正在建立新的流程和能力,未来有较大的改善空间 [155][156] 问题2 **George Wang 提问** 询问公司在主要产品类别的市场份额提升方面的驱动因素 [163] **Bracken Darrell 和 Nate Olmstead 回答** 产品创新是主要驱动因素,公司持续大幅投入研发。同时电商和分析能力的提升也是重要因素 [164][165][167][168] 问题3 **Michael Foeth 提问** 询问Prakash被任命为首席运营官一职的原因和期望 [177][178] **Bracken Darrell 回答** Prakash在可持续发展等方面有出色表现,未来将在优化公司整体运营成本和结构方面发挥更大作用 [179][180]

Logitech International SA (NASDAQ:LOGI) Q2 2023 Earnings Conference Call October 25, 2022 8:30 AM ET Â Â Company Participants Nate Melihercik – Investor Relations Bracken Darrell – President and Chief Executive Officer Nate Olmstead – Chief Financial Officer Conference Call Participants Asiya Merchant – Citi Paul Chung – JPMorgan Alex Duval – Goldman Sachs Adam Angelov – Bank of America Joern Iffert – UBS Rob Sanders – Deutsche Bank Erik Woodring – Morgan Stanley Serge Rotzer – Credit Suisse Michael Foeth – ...

logitech® Q2 Fiscal Year 2023 Financial Results October 24, 2022 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Q1 Fiscal Year 2023 Financial Results July 25, 2022 logitech® | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Logitech International S.A. (NASDAQ:LOGI) Q1 2023 Earnings Conference Call July 26, 2022 8:30 AM ET Company Participants Nate Melihercik – Investor Relations Bracken Darrell – President and Chief Executive Officer Nate Olmstead – Chief Financial Officer Conference Call Participants Paul Chung – JPMorgan Asiya Merchant – Citi Torsten Sauter – Kepler Cheuvreux Joern Iffert – UBS Alex Duval – Goldman Sachs Erik Woodring – Morgan Stanley Adam Angelov – Bank of America Ananda Baruah – Loop Capital Serge Rotzer – ...

Logitech International S.A. (NASDAQ:LOGI) Q4 2022 Earnings Conference Call May 3, 2022 8:30 AM ET Company Participants Nate Melihercik - Head, Global Investor Relations Bracken Darrell - President & Chief Executive Officer Nate Olmstead - Chief Financial Officer Conference Call Participants Alex Duval - Goldman Sachs Paul Chung - JPMorgan Asiya Merchant - Citi Erik Woodring - Morgan Stanley Ananda Baruah - Loop Capital Joern Iffert - UBS Rob Sanders - Deutsche Bank Adam Angelov - Bank of America Nate Melihe ...

Logitech International S.A. (NASDAQ:LOGI) Q3 2022 Earnings Conference Call January 25, 2022 8:30 AM ET Company Participants Bracken Darrell - President and CEO Nate Olmstead - CFO Nicole Kenyon - Head of Global Corporate and Employee Communications Conference Call Participants Asiya Merchant - Citigroup Alexander Duval - Goldman Sachs Ananda Baruah - Loop Capital Markets LLC Paul Chung - JP Morgan Joern Iffert - UBS Erik Woodring - Morgan Stanley Jürgen Wagner - Stifel Serge Rotzer - Credit Suisse Andreas M ...

Q3 Fiscal Year 2022 Financial Results January 24, 2022 logitech® | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Start Time: 08:30 January 1, 0000 9:31 AM ET Logitech International S.A. (NASDAQ:LOGI) Q2 2022 Earnings Conference Call October 26, 2021, 08:30 AM ET Company Participants Bracken Darrell - President and CEO Nate Olmstead - CFO Nicole Kenyon - Head of Global Corporate and Employee Communications Conference Call Participants Asiya Merchant - Citigroup Paul Chung - JP Morgan Ananda Baruah - Loop Capital Jürgen Wagner - Stifel Joern Iffert - UBS Andreas Mueller - ZKB Tom Forte - DA Davidson Serge Rotzer - Credi ...