Here are 1-3 brief analogies for Logitech International (LOGI):

• Nike for computer peripherals and gaming gear: Like Nike for athletic wear, Logitech is a dominant, widely recognized brand offering a broad range of products from everyday essentials to high-performance gaming equipment for your computing and gaming needs.
• Microsoft for PC accessories: While Microsoft is primarily known for software, Logitech is the go-to, ubiquitous leader in the physical accessories that complement your PC, like mice, keyboards, and webcams.

• Mice: A wide range of computer mice, including wireless, gaming, and ergonomic models, designed for various user needs and preferences.
• Keyboards: Diverse collection of computer keyboards, from standard wireless and mechanical gaming keyboards to ergonomic and specialized models for various devices.
• Webcams: High-definition webcams for video calls, streaming, and content creation, offering various resolutions and features.
• Headsets: Audio headsets for gaming, office communication, and personal use, featuring both wired and wireless connectivity and noise-cancelling technologies.
• Speakers: Desktop computer speakers and portable Bluetooth speakers designed to deliver quality audio for entertainment and professional use.
• Video Conferencing Solutions: Integrated camera and audio systems for small to large meeting rooms, facilitating seamless virtual collaboration.
• Gaming Gear: Specialized accessories for gamers, including racing wheels, flight sticks, and gamepads, enhancing immersive gaming experiences.
• Streaming Products: Professional-grade microphones, webcams, and lighting solutions tailored for content creators and streamers.

Logitech International (LOGI) primarily sells its wide range of computer peripherals and accessories to individuals through various retail channels, including online retailers, major electronics stores, and office supply stores. While they also have a significant and growing business-to-business (B2B) segment, particularly for video conferencing solutions and enterprise headsets, the core of their product offerings and sales volume targets end-users.

Based on its diverse product portfolio, Logitech serves the following key categories of individual customers:

• General Consumers and Everyday Users: This broad category includes individuals who require essential computer peripherals such as mice, keyboards, webcams, and speakers for daily computing tasks, home use, education, and general office productivity. Products like standard wireless mice and keyboards, and basic webcams fall into this segment.
• Gamers: Through its "Logitech G" brand, the company caters specifically to the gaming community with high-performance gaming mice, mechanical keyboards, headsets, and other specialized accessories. These customers prioritize precision, speed, customization, and immersive experiences for competitive and casual gaming.
• Creative Professionals and Remote Workers: This segment includes individuals involved in content creation, streaming, graphic design, video editing, or those working from home who require advanced, ergonomic, or specialized peripherals. Products like high-definition webcams (e.g., StreamCam, Brio), specialized ergonomic mice and keyboards, premium headsets, and professional streaming gear are designed for these users, emphasizing productivity, comfort, and professional-grade performance.

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Hanneke Faber Chief Executive Officer

Hanneke Faber was appointed CEO of Logitech on December 1, 2023, bringing over 30 years of global business leadership experience. Prior to joining Logitech, she led Unilever's $14 billion Nutrition business as Group President, overseeing brands, R&D, and a global supply chain. Before her six years at Unilever, she served as Chief Commercial Officer of global retailer Ahold Delhaize, where she built the company's e-commerce business into a top 50 global player and drove omnichannel retail operations. Earlier in her career, she held various international leadership roles at Procter & Gamble, including managing global brands like Head & Shoulders and Pantene. Faber has been recognized by Fortune magazine as one of the most influential international women in business.

Matteo Anversa Chief Financial Officer

Matteo Anversa joined Logitech as CFO in September 2024. He is responsible for the company's financial strategy and worldwide finance organization. Prior to Logitech, Anversa served as Executive Vice President, Chief Financial Officer, and Treasurer at Gentherm, Inc. from January 2019 to August 2024. He also held executive leadership roles as Executive Vice President and Chief Financial Officer at Myers Industries, Inc. from December 2016 to December 2018. Anversa's experience also includes executive management positions at Fiat Chrysler Automobiles N.V., including Vice President, Group FP&A Fiat Chrysler and Chief Financial Officer for Ferrari SpA, where he helped prepare the company for its IPO. He began his career at General Electric Corporation, holding various leadership roles during his 16-year tenure.

Prakash Arunkundrum President, Logitech for Business

Prakash Arunkundrum is the President of Logitech for Business, leading the end-to-end Enterprise & SMB business, which includes product innovation, sales, marketing, technology partnerships, and entering new verticals. He is also responsible for Logitech's environmental sustainability initiatives. He joined Logitech in 2015 and previously served as Chief Operating Officer from 2023, focusing on operational and organizational effectiveness. Prior to joining Logitech, Arunkundrum held principal and director positions at management consulting firms A.T. Kearney and PricewaterhouseCoopers, where he focused on gross margin improvements and operations transformations for technology companies.

Samantha Harnett Chief Legal Officer

Samantha Harnett serves as Logitech's Chief Legal Officer, overseeing the company's global legal function, including corporate governance, intellectual property, litigation, public policy, securities compliance, and privacy. She joined Logitech in 2020. Before her time at Logitech, Harnett held various legal and management roles at Eventbrite, Inc., including Chief Legal and Operations Officer. She also served in legal and business development leadership positions at ZipRealty, Inc. and was in private practice at Wilson Sonsini Goodrich and Rosati, P.C.

Amanda Glasgow Chief Communications Officer

Amanda Glasgow was appointed Chief Communications Officer at Logitech, bringing extensive expertise in global communications and brand strategy. Prior to joining Logitech, she served as Interim Chief Communications Officer at HP Inc., where she held several senior roles including VP, Global Head of Product & Services Communications. Earlier in her career, Glasgow was the Head of U.S. Client Leadership and Global Brand Practice Chair at Edelman, and held leadership roles at MSLGROUP, where she was the global client lead for Procter & Gamble.

The rapid advancement and integration of AI-driven natural language processing and gesture recognition technologies are creating alternative, more intuitive human-computer interaction methods. This trend could diminish the reliance on traditional mouse and keyboard inputs, which form a significant portion of Logitech's core product offerings. As voice commands, advanced gesture controls, and potentially even neural interfaces become more prevalent and sophisticated across computing platforms and devices, the demand for traditional physical input devices could decline.

The accelerating growth and technological maturity of Virtual Reality (VR) and Augmented Reality (AR) platforms, particularly in gaming, productivity, and collaboration. These immersive environments often utilize specialized input methods, such as hand tracking, dedicated VR controllers, or eye tracking, rather than conventional mice, keyboards, or standard headsets. If a substantial portion of computing and gaming shifts towards these platforms, it could reduce the market for Logitech's traditional PC peripherals and gaming accessories.

Logitech International (symbol: LOGI) operates in several significant addressable markets for its main products and services globally.

Gaming Peripherals

• The global gaming peripheral market was valued at approximately USD 6.215 billion in 2024 and is projected to reach USD 11.545.6 billion by 2030. Other estimates place the market at USD 6.4 billion in 2023, growing to USD 16.19 billion by 2032.

Keyboards and Mice

• The global keyboards and mice market was valued at USD 3,641 million in 2024 and is projected to reach USD 4,720 million by 2031. Another report indicates the mice and keyboards market was valued at USD 12 billion in 2023 and is projected to reach USD 24.22 billion by 2031.

Video Conferencing Solutions

• The global video conferencing market size was estimated at USD 11.653.1 million in 2024 and is projected to reach USD 24.459.2 million by 2033. Other reports show the market size as USD 12.5 billion in 2024, anticipated to reach USD 29.5 billion by 2033, or USD 33.04 billion in 2024, projected to grow to USD 60.17 billion by 2032.

Headsets and Audio Devices

• The global headset market size was estimated at USD 109.95 billion in 2024 and is predicted to increase to approximately USD 1,528.64 billion by 2034. The global headset market was also estimated at USD 61.08 billion in 2022 and is anticipated to reach USD 558.89 billion by 2030.
• Specifically for unified communication and business headsets, the market reached USD 4.18 billion in 2023.

Streaming Gear

• The global live streaming equipment market size was estimated at USD 7.80 billion in 2024 and is expected to reach USD 18.81 billion by 2032. Another source indicates the global streaming media devices market size reached USD 15.7 billion in 2024 and is expected to reach USD 46.1 billion by 2033.

PC Accessories

• The global PC accessories market size stood at USD 30.93 billion in 2025 and is projected to reach USD 54.82 billion by 2030. Other data suggests the global computer accessories market was valued at US$18.7 billion in 2024 and is projected to reach US$24.7 billion by 2030, and another source projects it to grow from USD 47.81 billion in 2024 to USD 92.30 billion by 2035.

Logitech International (LOGI) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic initiatives and strong performance in key market segments. The following are 3-5 anticipated drivers of future revenue growth:

1. Continuous Innovation and New Product Launches, including AI-Powered Peripherals: Logitech consistently invests in research and development, evidenced by the launch of 9 new products in Q1 FY25 and 16 new products in Q2 FY26. This includes new offerings in emerging categories such as MX Ink and MX Creative Console. A significant focus is on AI-powered solutions and AI-enabled video conferencing products like Rally Bar, Rally Board, and Sight, which are considered high-margin categories and are expected to open new recurring revenue streams.
2. Expansion in the Business-to-Business (B2B) Segment and New Verticals: The B2B segment is a crucial area for growth, showing strong demand in video collaboration, personal workspace solutions, and educational verticals. This segment experienced a 6% sales growth in fiscal year 2025 and outpaced consumer demand in Q2 FY26. Logitech is actively targeting new verticals such as education, healthcare, and the public sector, which collectively represent an additional $5 billion market opportunity.
3. International Market Diversification and Growth in Emerging Markets: A significant portion of Logitech's sales (two-thirds) comes from outside the United States, with a strategic emphasis on international diversification. The Asia Pacific and EMEA regions have shown particularly strong growth, with Asia Pacific reporting a 19% year-over-year growth in constant currency in Q2 FY26, largely driven by sustained double-digit growth in China. EMEA also grew by 3% in constant currency during the same period.
4. Strategic Price Increases: To offset the impact of tariffs and enhance profitability, Logitech implemented a roughly 10% price increase on its U.S. products in mid-April 2025. Management anticipates that the company's strong brand and premium product positioning will support customer acceptance of these price adjustments, contributing positively to revenue.
5. Growth in Core High-Margin Product Categories: Key product categories such as Gaming and Video Collaboration are expected to continue driving revenue growth. Gaming delivered a 5% year-over-year growth in constant currency in Q2 FY26, fueled by strong performance in PC gaming. Video collaboration also grew by 3% in constant currency. The demand for premium products within these categories, including high-end Pro gaming gear and advanced pointing devices, keyboards, and combos, is a significant factor in this growth.

Share Repurchases

• Logitech's board approved a new three-year share buyback program in June 2023, authorizing up to $1 billion for repurchases, which began in July 2023.
• The previous 2020 share buyback program, which concluded in July 2023, resulted in the repurchase of 16,655,890 shares. This program had been increased over time to an aggregate authorization of up to $1.5 billion.
• In March 2025, Logitech announced plans to target $2 billion in share buybacks over the subsequent three years, including a $600 million increase to the then-current program effective at the end of March 2025.

Share Issuance

• The number of Logitech's issued shares decreased from 173,106,000 at March 31, 2024, to 168,994,000 at March 31, 2025, primarily due to share repurchases and cancellations.
• Effective October 9, 2024, Logitech's share capital was reduced from CHF 43,276,655 to CHF 42,248,535.50, corresponding to 168,994,142 registered shares, following the cancellation of repurchased stock.
• As of March 31, 2024, approximately 7.6 million shares were available for new awards under the 2006 equity incentive plan.

Capital Expenditures

• Logitech's research and development expenses, a significant component of its capital allocation for future growth, were $309.0 million in fiscal year 2025, $287.2 million in fiscal year 2024, and $280.8 million in fiscal year 2023.
• The primary focus of these expenditures is on product research and development to drive innovation in new and improved products, technologies, and user experiences.
• This investment supports areas such as digital platforms, video communications, wireless technologies, power management, and user interfaces, with a strategic emphasis on design-led engineering.