Re: Key Banc meeting
I listened a bit. CRUS management in this case was the CFO.
The 22 nm smart codec they recently kicked off the design process contains "a slew of ADCs" and is expected to provide revenue in FY25.
FY24 revenue will be characterized by additional, new "category content". My interpretation is some sort of battery management.
They continue to think laptops represent "fertile ground" for new design wins as laptops approximate cell phones in terms of product requirements.