adminLogitech International S.A. (NASDAQ:LOGI) Citi’s 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 4:10 PM EDT
Company Participants
Matteo Anversa – Chief Financial Officer
Conference Call Participants
Asiya Merchant – Citigroup Inc., Research Division
Presentation
Asiya Merchant
VP & Analyst
Here Matteo. We also have members of the IR team meet here in the audience. I’m going to kick it off with a few questions. However, if you do have any, I’m going to allow some time for the audience as well. So if you do have any questions, I request that you please raise your hand, so we can bring the mic to you. So Matteo, welcome.
Question-and-Answer Session
Asiya Merchant
Citigroup Inc., Research Division
I’m just going to kick it off with a few questions. Just on demand. I mean, you guys have done really strong consistent growth, right? Sales up 5% year-on-year on a constant currency basis, your sell-through is tracking a little bit ahead of that. Video conferencing spend seems to be doing a little bit better. Just as you sit here today, how would you characterize the demand environment? Let’s say, relative to a few months ago when it seems like the world was falling apart.
Matteo Anversa
Chief Financial Officer
Well, Asiya, first of all, thank you so much for hosting us today. It’s my first time here with you guys, so it’s great to be here. The — so demand, actually, I would — if I have to pick one word, I would call it resilient. The — if I look at the numbers that we printed in our first quarter, which is the June ending quarter for us, we saw demand strong, broad-based. Overall, it was up year-over-year in the high single digit, primarily driven by the B2B area, but also consumer was relatively strong. When you dissect a little bit the numbers on a regional standpoint, if I look at B2B, really strong performance
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