Qorvo Inc (FRA:2QO)

€ 89.73 1.36 (1.54%) Market Cap: 8.75 Bil Enterprise Value: 9.64 Bil PE Ratio: 0 PB Ratio: 2.65 GF Score: 88/100

Qorvo Inc at KeyBanc Capital Markets Future of Technology Series (Virtual) Transcript

Aug 11, 2020 / 04:40PM GMT

Release Date Price: €109 (-0.91%)

Transcript

John Nguyen Vinh

KeyBanc Capital Markets Inc., Research Division - Senior Research Analyst

Good morning, and welcome, everyone, to the Future of Technology Series. This is John Vinh, senior semis analyst at KeyBanc Capital Markets. We are pleased to have Bob Bruggeworth, CEO; and Eric Creviston, President of Mobile Product Groups from Qorvo to join us.

Format of this session will be a Q&A fireside chat. If you have any questions, please feel free to submit them online at the bottom of your web page.

Questions & Answers

John Nguyen Vinh

KeyBanc Capital Markets Inc., Research Division - Senior Research Analyst

Maybe just to start off, Bob, highlight of the quarter, in my view, was IDP. You hit a milestone there. It became 40% of your revenues. I don't think anyone had anticipated that. If I look at the IDP performance, it was up $100 million on a year-over-year basis, grew over 45%. How much of that was 5G versus WiFi 6 versus kind of other growth drivers? And maybe can you talk about the sustainability of IDP over the next several years

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