Logitech CEO Hanneke Faber on AI Agents & The Great Tech Divide｜Bloomberg Businessweek — BigGo FinancePodcast
· Source: finance.biggo.com
In short
Logitech CEO Hanneke Faber details the company's 10th consecutive quarter of growth at record 44% gross margins despite supply chain challenges, including a $200 million sales impact from a supplier fab fire. Logitech deploys over 2,000 internal AI agents to augment productivity, especially in manufacturing, while emphasizing physical control over AI for consumers as a key business strategy. The company focuses on growth through gaming peripherals and headsets, downplays smart home devices, and maintains strong supply chain recovery and margin management.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: logistics, AI agents, supply chain, manufacturing, gaming, margins