Subtext

Microchip Technology Incorporated MCHP

SectorInformation Technology
Transcripts71
Date range2006-07-21 – 2025-05-08
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-14-7+0+7+142007 Q12010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q1 · Overall: -0.82007 Q2 · Overall: -1.72007 Q4 · Overall: +4.82008 Q1 · Overall: -0.72008 Q2 · Overall: -0.32008 Q4 · Overall: +1.32009 Q1 · Overall: +4.92009 Q2 · Overall: -2.32009 Q3 · Overall: -0.82010 Q1 · Overall: +4.42010 Q2 · Overall: +6.32010 Q3 · Overall: +1.42011 Q2 · Overall: +4.52011 Q3 · Overall: +8.02011 Q4 · Overall: +3.32012 Q1 · Overall: -8.12012 Q2 · Overall: -2.02012 Q3 · Overall: +3.22012 Q4 · Overall: +3.32013 Q1 · Overall: -2.72013 Q2 · Overall: -0.42013 Q3 · Overall: +8.12013 Q4 · Overall: +4.32014 Q1 · Overall: +6.12014 Q2 · Overall: +5.52014 Q3 · Overall: +11.82014 Q4 · Overall: +9.42015 Q1 · Overall: +3.92015 Q2 · Overall: -6.72015 Q3 · Overall: +4.22015 Q4 · Overall: -0.82016 Q1 · Overall: -4.42016 Q2 · Overall: -2.72016 Q3 · Overall: +1.42016 Q4 · Overall: +1.52017 Q1 · Overall: +2.42017 Q2 · Overall: +4.22017 Q3 · Overall: +8.52017 Q4 · Overall: +6.82018 Q1 · Overall: +6.02018 Q2 · Overall: +7.62018 Q3 · Overall: +6.52018 Q4 · Overall: +4.32019 Q1 · Overall: -1.42019 Q2 · Overall: -1.42019 Q3 · Overall: +0.52019 Q4 · Overall: +0.72020 Q1 · Overall: -1.02020 Q2 · Overall: -1.92020 Q3 · Overall: +0.82020 Q4 · Overall: -3.92021 Q1 · Overall: +0.42021 Q2 · Overall: -0.22021 Q3 · Overall: -3.52021 Q4 · Overall: +0.52022 Q1 · Overall: +5.02022 Q2 · Overall: +6.92022 Q3 · Overall: +1.32022 Q4 · Overall: -0.22023 Q1 · Overall: +4.32023 Q2 · Overall: -0.72023 Q3 · Overall: +5.12023 Q4 · Overall: +0.12024 Q1 · Overall: -3.52024 Q2 · Overall: -4.22024 Q3 · Overall: -6.92024 Q4 · Overall: -0.52025 Q1 · Overall: -1.02025 Q2 · Overall: -1.02025 Q3 · Overall: -5.22025 Q4 · Overall: -4.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-21-11+0+11+212007 Q12010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q1 · CEO: +0.42007 Q2 · CEO: -0.52007 Q4 · CEO: +7.82008 Q1 · CEO: -3.52008 Q2 · CEO: -2.02008 Q4 · CEO: +18.42009 Q2 · CEO: -0.32009 Q3 · CEO: -3.02010 Q1 · CEO: +3.02010 Q2 · CEO: -1.12010 Q3 · CEO: +1.42011 Q3 · CEO: +7.42011 Q4 · CEO: +4.22012 Q1 · CEO: -9.22012 Q2 · CEO: -4.82012 Q3 · CEO: -2.42012 Q4 · CEO: +5.62013 Q1 · CEO: -5.72013 Q2 · CEO: -5.52013 Q3 · CEO: +7.42013 Q4 · CEO: +3.22014 Q1 · CEO: +5.32014 Q2 · CEO: +3.22014 Q3 · CEO: +9.62014 Q4 · CEO: +10.52015 Q1 · CEO: +5.32015 Q2 · CEO: -11.12015 Q3 · CEO: +1.72015 Q4 · CEO: -10.22016 Q1 · CEO: -8.52016 Q2 · CEO: -2.52016 Q3 · CEO: -2.32016 Q4 · CEO: +0.22017 Q1 · CEO: -1.62017 Q2 · CEO: +3.92017 Q3 · CEO: +8.02017 Q4 · CEO: +9.02018 Q1 · CEO: +6.02018 Q2 · CEO: +8.92018 Q3 · CEO: +5.82018 Q4 · CEO: +2.92019 Q1 · CEO: -4.82019 Q2 · CEO: -5.52019 Q3 · CEO: +0.22019 Q4 · CEO: -0.32020 Q1 · CEO: +1.22020 Q2 · CEO: -3.82020 Q3 · CEO: -1.52020 Q4 · CEO: -3.62021 Q1 · CEO: +5.62021 Q4 · CEO: +7.32022 Q1 · CEO: +9.62022 Q2 · CEO: +13.42022 Q3 · CEO: +8.22022 Q4 · CEO: +5.62023 Q1 · CEO: +9.62023 Q3 · CEO: +12.82023 Q4 · CEO: +7.22024 Q1 · CEO: +3.02024 Q2 · CEO: +0.02024 Q3 · CEO: +0.62024 Q4 · CEO: +8.72025 Q1 · CEO: +1.12025 Q2 · CEO: +4.32025 Q3 · CEO: -3.72025 Q4 · CEO: -2.82007 Q2 · CFO: -0.52008 Q4 · CFO: +3.02009 Q1 · CFO: +6.12009 Q2 · CFO: -8.12009 Q3 · CFO: +0.82010 Q1 · CFO: +5.42010 Q2 · CFO: -5.82010 Q3 · CFO: +7.02011 Q2 · CFO: +4.62011 Q3 · CFO: +6.12011 Q4 · CFO: +3.62012 Q1 · CFO: +7.02012 Q2 · CFO: +2.22012 Q3 · CFO: +1.62012 Q4 · CFO: +6.82013 Q1 · CFO: +0.72013 Q2 · CFO: +0.02013 Q3 · CFO: +5.82013 Q4 · CFO: +6.02014 Q1 · CFO: +3.02014 Q2 · CFO: +0.02014 Q3 · CFO: +8.32014 Q4 · CFO: +4.92015 Q1 · CFO: +0.02015 Q2 · CFO: +0.02015 Q3 · CFO: +3.02015 Q4 · CFO: +3.12016 Q1 · CFO: -1.32016 Q2 · CFO: -3.62016 Q4 · CFO: +4.62017 Q1 · CFO: -1.62017 Q3 · CFO: -0.92018 Q2 · CFO: +5.92018 Q4 · CFO: +2.82019 Q4 · CFO: +3.82020 Q3 · CFO: +2.02021 Q1 · CFO: +1.52021 Q3 · CFO: +0.02022 Q1 · CFO: +2.42023 Q1 · CFO: -3.72023 Q3 · CFO: +2.62023 Q4 · CFO: -1.72024 Q1 · CFO: +0.02024 Q2 · CFO: -1.02024 Q3 · CFO: -6.52024 Q4 · CFO: -3.32025 Q1 · CFO: -3.52025 Q2 · CFO: -5.62025 Q3 · CFO: -0.72025 Q4 · CFO: -1.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-24-12+0+12+242007 Q12010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q1 · Prepared remarks: +5.22007 Q2 · Prepared remarks: +2.52007 Q4 · Prepared remarks: +10.42008 Q1 · Prepared remarks: +5.02008 Q2 · Prepared remarks: +3.42008 Q4 · Prepared remarks: +2.12009 Q1 · Prepared remarks: +5.12009 Q2 · Prepared remarks: +8.72009 Q3 · Prepared remarks: +3.82010 Q1 · Prepared remarks: +12.92010 Q2 · Prepared remarks: +20.82010 Q3 · Prepared remarks: +12.22011 Q2 · Prepared remarks: +8.22011 Q3 · Prepared remarks: +13.02011 Q4 · Prepared remarks: +4.22012 Q1 · Prepared remarks: +6.62012 Q2 · Prepared remarks: -1.92012 Q3 · Prepared remarks: +3.72012 Q4 · Prepared remarks: +3.92013 Q1 · Prepared remarks: +5.52013 Q2 · Prepared remarks: -0.22013 Q3 · Prepared remarks: +12.32013 Q4 · Prepared remarks: +10.42014 Q1 · Prepared remarks: +6.72014 Q2 · Prepared remarks: +7.02014 Q3 · Prepared remarks: +12.22014 Q4 · Prepared remarks: +9.72015 Q1 · Prepared remarks: +9.12015 Q2 · Prepared remarks: +0.72015 Q3 · Prepared remarks: +7.52015 Q4 · Prepared remarks: +4.22016 Q1 · Prepared remarks: +1.92016 Q2 · Prepared remarks: +0.62016 Q3 · Prepared remarks: +2.32016 Q4 · Prepared remarks: +4.22017 Q1 · Prepared remarks: +2.22017 Q2 · Prepared remarks: +12.22017 Q3 · Prepared remarks: +8.12017 Q4 · Prepared remarks: +6.72018 Q1 · Prepared remarks: +9.82018 Q2 · Prepared remarks: +10.12018 Q3 · Prepared remarks: +7.12018 Q4 · Prepared remarks: +8.42019 Q1 · Prepared remarks: +4.32019 Q2 · Prepared remarks: -1.32019 Q3 · Prepared remarks: +3.42019 Q4 · Prepared remarks: -0.32020 Q1 · Prepared remarks: +0.72020 Q2 · Prepared remarks: +2.02020 Q3 · Prepared remarks: +3.02020 Q4 · Prepared remarks: +2.82021 Q1 · Prepared remarks: +7.62021 Q2 · Prepared remarks: +3.22021 Q3 · Prepared remarks: +4.02021 Q4 · Prepared remarks: +13.12022 Q1 · Prepared remarks: +13.42022 Q2 · Prepared remarks: +13.52022 Q3 · Prepared remarks: +10.02022 Q4 · Prepared remarks: +8.22023 Q1 · Prepared remarks: +6.02023 Q2 · Prepared remarks: +6.02023 Q3 · Prepared remarks: +7.02023 Q4 · Prepared remarks: +3.92024 Q1 · Prepared remarks: +1.92024 Q2 · Prepared remarks: +0.82024 Q3 · Prepared remarks: -2.32024 Q4 · Prepared remarks: +7.02025 Q1 · Prepared remarks: +2.22025 Q2 · Prepared remarks: +3.52025 Q3 · Prepared remarks: +2.32025 Q4 · Prepared remarks: +1.22007 Q1 · Q&A responses: -3.32007 Q2 · Q&A responses: -2.42007 Q4 · Q&A responses: +4.02008 Q1 · Q&A responses: -3.72008 Q2 · Q&A responses: +0.62008 Q4 · Q&A responses: +0.02009 Q2 · Q&A responses: -4.92009 Q3 · Q&A responses: -3.82010 Q1 · Q&A responses: -1.42010 Q2 · Q&A responses: +0.92010 Q3 · Q&A responses: -1.82011 Q2 · Q&A responses: +1.52011 Q3 · Q&A responses: +5.72011 Q4 · Q&A responses: +7.42012 Q1 · Q&A responses: -8.42012 Q4 · Q&A responses: +5.72013 Q1 · Q&A responses: -9.12013 Q3 · Q&A responses: +8.32013 Q4 · Q&A responses: +2.52014 Q1 · Q&A responses: +0.02014 Q2 · Q&A responses: +6.02014 Q4 · Q&A responses: +13.02015 Q1 · Q&A responses: +3.82015 Q2 · Q&A responses: -13.02015 Q3 · Q&A responses: +0.42015 Q4 · Q&A responses: -4.02016 Q1 · Q&A responses: -8.62016 Q2 · Q&A responses: -2.62016 Q3 · Q&A responses: +0.82016 Q4 · Q&A responses: +1.52017 Q1 · Q&A responses: +4.92017 Q2 · Q&A responses: +1.72017 Q3 · Q&A responses: +11.12017 Q4 · Q&A responses: +8.32018 Q1 · Q&A responses: +5.62018 Q2 · Q&A responses: +12.02018 Q3 · Q&A responses: +7.02018 Q4 · Q&A responses: +3.02019 Q1 · Q&A responses: -2.62019 Q3 · Q&A responses: +0.82019 Q4 · Q&A responses: +2.92020 Q1 · Q&A responses: +2.02020 Q2 · Q&A responses: -3.12020 Q3 · Q&A responses: +1.12020 Q4 · Q&A responses: -2.42021 Q1 · Q&A responses: +3.82021 Q2 · Q&A responses: +3.22021 Q3 · Q&A responses: -3.32021 Q4 · Q&A responses: +1.32022 Q1 · Q&A responses: +3.92022 Q2 · Q&A responses: +7.62022 Q3 · Q&A responses: +0.32022 Q4 · Q&A responses: +0.92023 Q1 · Q&A responses: +5.52023 Q2 · Q&A responses: -2.02023 Q3 · Q&A responses: +9.92023 Q4 · Q&A responses: +4.42024 Q1 · Q&A responses: +1.52024 Q2 · Q&A responses: -0.72024 Q3 · Q&A responses: -1.22024 Q4 · Q&A responses: +4.02025 Q1 · Q&A responses: -0.22025 Q2 · Q&A responses: +2.92025 Q3 · Q&A responses: -5.52025 Q4 · Q&A responses: -1.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.95$3.86$6.762007 Q12010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: $1.352014 Q2: $1.422014 Q3: $1.492014 Q4: $1.412015 Q1: $1.502015 Q2: $1.492015 Q3: $1.392015 Q4: $1.432016 Q1: $1.492016 Q2: $1.652016 Q3: $1.812016 Q4: $1.982017 Q1: $2.252017 Q2: $2.532017 Q3: $2.732017 Q4: $2.862018 Q1: $2.922018 Q2: $3.382018 Q3: $3.602018 Q4: $3.522019 Q1: $3.372019 Q2: $3.192019 Q3: $3.192019 Q4: $3.022020 Q1: $3.102020 Q2: $3.012020 Q3: $3.132020 Q4: $3.442021 Q1: $3.752021 Q2: $4.022021 Q3: $4.432021 Q4: $4.792022 Q1: $5.172022 Q2: $5.502022 Q3: $5.692022 Q4: $5.872023 Q1: $6.232023 Q2: $6.362023 Q3: $6.122023 Q4: $4.982024 Q1: $3.052024 Q2: $3.012024 Q3: $2.682024 Q4: $2.23

Forward P/E

7.6120.2132.812007 Q12010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: 17.512014 Q2: 17.322014 Q3: 16.242014 Q4: 15.522015 Q1: 16.732015 Q2: 16.132015 Q3: 15.792015 Q4: 16.482016 Q1: 16.112016 Q2: 15.812016 Q3: 16.412016 Q4: 16.472017 Q1: 16.562017 Q2: 16.282017 Q3: 16.182017 Q4: 15.092018 Q1: 16.652018 Q2: 15.112018 Q3: 11.322018 Q4: 9.752019 Q1: 12.622019 Q2: 13.282019 Q3: 14.642019 Q4: 16.902020 Q1: 9.352020 Q2: 17.362020 Q3: 16.522020 Q4: 20.152021 Q1: 20.512021 Q2: 18.942021 Q3: 18.292021 Q4: 18.362022 Q1: 14.462022 Q2: 11.192022 Q3: 11.542022 Q4: 12.972023 Q1: 12.922023 Q2: 13.622023 Q3: 12.852023 Q4: 18.042024 Q1: 29.692024 Q2: 31.072024 Q3: 28.492024 Q4: 25.06

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q1 tone ↓ -5.5 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↑ +10.9 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↓ -4.9 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -3.7 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -4.7 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -3.4 fwd EPS ↑ +0.41 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -5.6 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -4.9 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↑ +5.8 fwd EPS ↓ -0.24 Tone rose while the forward EPS estimate was cut.
  • 2024 Q4 tone ↑ +6.4 fwd EPS ↓ -0.45 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q42025-05-08-4.0——View →
2025 Q32025-02-06-5.2——View →
2025 Q22024-11-05-1.0——View →
2025 Q12024-08-01-1.0——View →
2024 Q42024-05-06-0.5$2.2325.1View →
2024 Q32024-02-01-6.9$2.6828.5View →
2024 Q22023-11-02-4.2$3.0131.1View →
2024 Q12023-08-03-3.5$3.0529.7View →