NXP Semiconductors N.V. (NXPI) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 11:50 AM EDT
Company Participants
Michael Lucarelli – Senior Vice President of Investor Relations
Rafael Sotomayor – CEO, President & Executive Director
Conference Call Participants
James Schneider – Goldman Sachs Group, Inc., Research Division
Presentation
James Schneider
Goldman Sachs Group, Inc., Research Division
Good morning, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference. I’m Jim Schneider, semiconductor analyst here at Goldman Sachs. It’s my pleasure to welcome NXP Semiconductors’ CEO, Rafael Sotomayor; and Head of Investor Relations, Mike Lucarelli. Welcome, guys. Thanks for being here.
Michael Lucarelli
Senior Vice President of Investor Relations
Thank you.
Rafael Sotomayor
CEO, President & Executive Director
Thank you, Jim. Thank you for having us.
Question-and-Answer Session
James Schneider
Goldman Sachs Group, Inc., Research Division
Of course. Maybe starting with a high-level question for you, Rafael. You’re just a little less than 1 year into the job thus far. I think as you — it appears that you’re, kind of, trying to transition the company and really pivot to this theme of physical AI to some extent. So tell us about your vision for the company, both in the short term and the longer term especially relative to that theme?
Rafael Sotomayor
CEO, President & Executive Director
Yes. Well, thank — first of all, thank you for the question. It’s good to be here. Yes, it’s been almost a year now. I think what it was very apparent to me, I think the market is coming to us. Again, my job now as the CEO is to make sure that we go to the market at the same level of speed, right? Not just to participate in this new phase of what’s happening with edge devices, but just to lead. And I think NXP has spent decades, right, earning credibility with edge devices.
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