罗技 CEO Hanneke Faber 谈 AI 智能体与科技鸿沟
Logitech CEO Hanneke Faber on AI Agents & The Great Tech Divide
罗技 CEO Hanneke Faber 在 Bloomberg Businessweek Daily 节目中讨论了公司 CTRL Tomorrow 研究关于科技如何影响用户的发现，以及 AI 时代的机会。她表示 AI 对罗技是顺风，设计驱动的硬件仍有重要角色，公司刚公布连续第 10 个增长季度并创下利润率纪录。
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Logitech CEO Hanneke Faber on AI Agents & The Great Tech Divide
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BusinessWeek Radio Simulcast • Oct 9th, 2026
Logitech CEO Hanneke Faber on AI Agents & The Great Tech Divide
Logitech CEO Hanneke Faber joins Bloomberg Businessweek Daily to discuss the findings of the company's CTRL Tomorrow study on how tech impacts its users, finding opportunity in the AI era, and why design-led hardware still has a major role to play. Faber speaks with Bloomberg's Carol Massar and Jess Menton.
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0:00
Talk to us about you, the business, how things are going right now with so much
0:06
being thrown at companies and CEOs right now, especially with I.
0:11
Yeah. Good morning.
0:12
Thanks for having me. Hi, Carol.
0:13
Hi. Just, um.
0:15
Uh, never a dull moment. That is for sure.
0:18
And, um, at Logitech, we've we've been dealt a lot of body blows in the last
0:21
couple of years between tariffs, uh, wars and now chip shortages.
0:26
Um, not an easy time, but we were super proud to deliver our 10th consecutive
0:31
quarter of growth, um, in the last, uh, earnings report.
0:35
Um, at really record margins. Um, so the business is strong and, um,
0:40
we're proud of that. And we'll continue to battle on.
0:43
Well, we were talking about obviously, how you're known for your mouses, the
0:47
keyboards, everyone at some point, whether they realized it or not, where
0:50
it's using your products. So how do you kind of keep up to speed
0:53
when you have technology changing so rapidly?
0:56
And of course, I. Yeah, absolutely.
1:00
So we celebrated our 45th anniversary last week.
1:04
Um, which makes us positively ancient, right?
1:06
For a tech company. Our tech start up last less than five
1:09
years. So, um, but from the beginning, we've
1:13
always been the interface for the connection between technology and the
1:18
human. So, um, from the very first computers,
1:22
uh, to laptops to tablets to phones. And now I, we connect the human and the
1:29
technology, and we do that with physical hardware, with a lot of software inside.
1:35
Um, but actually today, AI is a real tailwind for us because it offers all
1:40
kinds of new ways to connect humans and technology.
1:44
We'll go there because, you know, um, when we were prepping for this segment,
1:50
um, one of our producers, Elizabeth, uh, kind of brought up an interesting point.
1:55
We talked so much about genetic AI, and I am curious, you know, a genetic AI.
2:00
You're going to be talking to your computer a lot.
2:02
You know, so if there are agents and I, you know, won't people not need to use
2:07
their keyboards and mouses so much and things like that, like tell us how you
2:11
guys evolve along with that. Absolutely.
2:14
People are looking for control. Um, and we just run this big study as
2:18
well called control tomorrow. Um, but people feel a lot of people feel
2:23
that, you know, technology is a little bit out of control today.
2:26
So, um, 77% say that when they're in control of their tech, they feel better.
2:35
They get more out of life. Whereas three out of five also say that
2:38
when there's tech friction and they feel out of control, um, they get down there
2:43
depressed even after working hours. What is what is being in control and not
2:47
in control of of tech in this in being control means, you know, you're the one
2:53
who's controlling. There's not a bunch of agents running
2:55
around just doing things, and you're not aware, and your stuff ends up on sites
3:01
where you didn't wanted to. All the stories we hear, there's a lot
3:04
of concern out there, um, with regular consumers.
3:07
So they're looking for control. And what we also found that two out of
3:12
three people feel more in control when there's a physical element to that
3:17
control. And we know we all know how it feels
3:19
when you you know, when you click and you say yes rather than the agent just
3:24
running amok when you're wearing a headset with great sound and when you
3:28
can say, yes, uh, before the agent and does something.
3:32
So yeah, physical stuff plays a big role.
3:36
And that offers all kinds of new opportunities for us in terms of
3:39
innovation. Um, and by the way, you know, my sales
3:42
were up 12% for us last quarter. So this lot of the the mouse is gone.
3:47
Okay. Interesting.
3:48
I have a mouse right next to me. I have a mouse when I use my laptop.
3:51
Hey, speaking of control, I'd love to. You know, in this world where supply
3:57
chains are constrained, um, everybody's competing for a lot of stuff globally.
4:01
Give us an update on your supply chain, the availability of chips, following,
4:05
um, you had a fab, uh, fire at one of your suppliers or your supplier.
4:10
And I'm curious, you had a $200 million sales impact in the December quarter.
4:14
Does that still hold? And does supply normalize after the
4:17
December quarter? Yeah.
4:20
So unfortunately, as we all know, chip chips are in short supply.
4:24
And this thought of I my chips is absolutely real for everyone out there.
4:28
Um, we have an absolutely great operations team.
4:32
So we've been okay. Um, but then we did have an accident.
4:36
Not us had an accident, but our one of our main chip suppliers had a serious
4:40
accident, um, at their fab back in June. Um, and they didn't start back up till
4:46
early October. Um, so that's, that's been that's been
4:50
difficult that we signaled that that would have about a $20 million sales
4:54
impact, um, in the September quarter and up to 200 million in the December
5:00
impact, um, in the September quarter and up to 200 million in the December
5:00
quarter. Um, we've obviously been working very,
5:03
very hard to mitigate those impacts, but there will be an impact from a supplier
5:08
being closed for an entire quarter. Does it normalize after the December
5:12
quarter? Yes it does.
5:15
Okay. Good to know.
5:16
Good to know. You know, one of the other things I just
5:18
want to bring into the conversation, um, you know, component inflation.
5:22
Everyone's talked about it, right. We've heard Apple talk about it.
5:25
How are you able to preserve your gross margins, given that component inflation
5:30
that you've been seeing in recent quarters?
5:31
How tough is that and how do you do it? Yeah.
5:35
So our gross margins have been excellent.
5:37
Um, in, uh, you know, 44% range, which for hardware companies is absolutely
5:42
kind of unique and outstanding. Um, how do we do it?
5:46
Um, mainly from designing for values. So we're constantly looking at new cost
5:52
savings that we can do without affecting quality.
5:55
In fact, sometimes our interventions actually are better and cheaper and more
5:59
sustainable. Um, so a killer team that is super,
6:03
super cost conscious and constantly designing for value.
6:07
And then in recent, in the recent past, we've also taken, uh, which we don't
6:12
usually do one price increase, uh, across the line on our video
6:16
conferencing business, which was most affected, uh, in memory chips
6:19
especially. So we took a 10% price increase on
6:23
global video conferencing, which is about 15% of our business.
6:26
So it's not a huge part. Um, and that's been that's been fine.
6:31
Um, because kind of everyone in the industry had to, has had to do the same
6:35
thing. Mark Gurman from Bloomberg News had an
6:37
exclusive story this week talking about how Apple has this upcoming push when it
6:41
comes to those home devices. Does that create opportunities for you
6:45
with those home devices or even other Apple products like iPhones?
6:50
Um, we're focused mostly on work and play, so we're to market leaders in
6:57
productivity devices at work. You mentioned the headset earlier too,
7:02
because then I automatically am going to think of zoom, obviously, that we've
7:05
used so much in recent years, especially during Covid and coming out of Covid.
7:08
So is that more of the opportunity for you?
7:10
Not as much when it comes to Apple products or some of its rivals.
7:14
Absolutely. The other big opportunity is gaming.
7:17
So we're at a global market leader in gaming.
7:20
Um, gaming, peripherals and gaming is absolutely mainstreaming.
7:24
Just continues to grow. GTA six launch coming up.
7:28
It's going to be a really exciting quarter, uh, and quarters ahead in
7:31
gaming. Um, but certainly headsets is another
7:35
big space for us. We, um, we're one of the global leaders
7:38
in that space, both in gaming headsets and headsets for work.
7:41
We just launched a beautiful new headset, uh, actually, last week, the
7:45
Zone Vive Pro, which you can use both for work and life.
7:49
Uh, gorgeous. So, um, yeah, just lots of opportunity
7:53
in the age of AI for design led, software enabled hardware, which is what
7:57
we do. GTA Grand Theft Auto, right?
8:01
It sucks. Right?
8:02
That's right. I know everybody knows it's pretty
8:04
powerful. But I do want to go back to the Apple
8:07
question. Forgive me if I misheard.
8:09
So is there an opportunity for you with the Apple Home products?
8:14
Home is not so much of our focus. Um, we we do work with Apple very
8:19
closely in areas like education where we make tablet keyboards, Logitech tablet
8:24
keyboards for for Apple iPads. Um, we've also worked with Apple on
8:29
their Apple Vision Pro and a stylus to work in virtual reality.
8:33
Again, very important in the age of AI. So we do work with Apple, but home is
8:37
not our top priority. Can we make the Vision Pro lighter?
8:40
According to Mark Gurman, it's a pretty heavy, um, little piece there.
8:44
Um, what are your thoughts on corporate I adoption?
8:46
Uh, and the impact you guys are having on your business, how you guys are using
8:50
it. And I think it's interesting,
8:51
considering the study you did and the findings you hear and see.
8:54
Yeah, yeah. So we're big adopters.
8:57
We're a company of engineers and designers.
8:59
So, um, they they are on the forefront of this.
9:02
Anyway, um, we've built more than 2000 internally agents ourselves in all kinds
9:09
of spaces, starting, you know, some of the areas that I'm really excited about,
9:13
AI and manufacturing, um, we're seeing massive productivity increases in
9:18
manufacturing from the AI agents we've built, um, of course, in coding and
9:25
customer service, which every company on the planet is doing.
9:28
But I would also say in areas like marketing, um, where, um, today, unlike
9:34
a few years ago, we've got so many creators working on our business,
9:40
putting out, you know, thousands of creators around the world, putting out
9:43
tens of thousands of pieces of content. Humans can optimize for that in real
9:48
time. Yeah.
9:49
Um, but I just can't. So.
9:51
Yeah. Um, this is work that humans really
9:54
cannot do. So we're not replacing any people, but
9:57
we're doing a better job using agents in marketing with more ROI.
10:00
we're doing a better job using agents in marketing with more ROI.
10:01
And I love it when that all comes together.
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