Qorvo Inc at UBS Technology, Media & Telecom Conference Transcript
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
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].
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
