Nov 29, 2023 / 07:55PM GMT
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment
I am Tim Arcuri. I'm a semicon analyst here at UBS. Very happy to have Qorvo next, and we have Frank Stewart, who's the SVP and President of the ACS (sic) [ACG], the Advanced Cellular Group. And we have Dave Fullwood, who is the SVP of Sales and Marketing. And of course, we have Doug DeLieto who runs IR.
Questions and Answers:
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor EquipmentSo maybe we'll just start, Frank, maybe you can just give a general overview of sort of some of the dynamics driving your business, you've done pretty well with a large customer this year. Maybe you can talk to some of the dynamics happening in Android. There's some improvement. But yet, I think a lot of investors are questioning how sustainable that improvement can be. So if you can talk to all that, that would be [good].
Frank P. Stewart - Qorvo, Inc. -
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