We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Cirrus Logic, Inc.
Information Technology · Semiconductors
Structural: Apple-concentration story (>80% of revenue) where socket stability + dollar-content-per-device drives the model - smart codec ASP step-up, boosted amp attach, and the Lion Semi power-IC leg (camera controller in iPhone 15 Pro Max, broader rollout in subsequent cycles) all compound dollar-content even when iPhone unit growth is flat.
- Apple power-IC content ramp (Lion Semi acquisition cashing in - camera controller wins, battery / charging follow-ons)
- Smart codec ASP creep + boosted amplifier attach across Apple line
- HEDT / laptop diversification (Apple silicon Macs add audio + power sockets)
- Android flagship traction (Samsung Galaxy, Pixel) re-validates non-Apple TAM
- Net cash balance sheet + consistent buyback cadence (high-teens %% of float retired over 5y)
- Single-customer risk: Apple concentration creates binary socket-loss exposure ($AAPL audio insourcing tail risk)
- iPhone unit-cycle beta - flat-to-down units compress even with content gains
- China smartphone demand drag on Android leg
- Gross margin mix pressure as power ICs ramp at structurally lower GM than legacy audio
- Limited operating leverage at current opex run-rate
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
No major news in the last 7 days for CRUS - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.