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 UBS Technology, Media & Telecom Conference Transcript

Nov 29, 2023 / 07:55PM GMT

Release Date Price: €87.71 (+3.75%)

Transcript

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 & Answers

Timothy Michael Arcuri;Frank P. Stewart

UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment;Qorvo, Inc. -

So 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].

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