Qualcomm Inc. (NASDAQ:QCOM) Q4 2022 Results Conference Call November 2, 2022 4:45 PM ET Company Participants Mauricio Lopez-Hodoyan - VP, IR Cristiano Amon - President, CEO Akash Palkhiwala - CFO Conference Call Participants Blayne Curtis - Barclays Brett Simpson - Arete Research Joseph Moore - Morgan Stanley Louis Miscioscia - Daiwa Matt Ramsay - Cowen and Company Ross Seymore - Deutsche Bank Samik Chatterjee - JP Morgan Stacy Rasgon - Bernstein Research Mike Walkley - Canaccord Genuity Timothy Arcuri - U ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 25, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | |-----------------------------------------------------------------------------|------------------------------------------| | For the transition period from | to . | | Commission F ...

QUALCOMM Incorporated (NASDAQ:QCOM) Goldman Sachs 2022 Communacopia + Technology Conference September 12, 2022 5:00 PM ET Company Participants Cristiano Amon - CEO Conference Call Participants Rod Hall - Goldman Sachs Rod Hall All right, I think we're going to get going here. So welcome, everyone. Thanks for coming to the conference. Welcome to day one. We have a great pleasure of having Cristiano Amon from QUALCOMM, the CEO here. So Cristiano, welcome. Cristiano Amon Thank you, Rod. Rod Hall Great to see y ...

QUALCOMM Incorporated (NASDAQ:QCOM) Q3 2022 Earnings Conference Call July 27, 2022 4:30 PM ET Company Participants Mauricio Lopez-Hodoyan - VP, IR Cristiano Amon - President and CEO Akash Palkhiwala - CFO Alex Rogers - President, QTL and Global Affairs Conference Call Participants Matt Ramsay - Cowen Tal Liani - Bank of America Samik Chatterjee - JPMorgan Rod Hall - Goldman Sachs Michael Walkley - Canaccord Genuity Ross Seymore - Deutsche Bank Joe Moore - Morgan Stanley Blayne Curtis - Barclays Brett Simpso ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________ FORM 10-Q _____________________ (Mark one) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 26, 2022 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 0-19528 QUALCOMM Incorporated (Exact name of registrant as specified in its charter) | -- ...

Qualcomm, Inc. (NASDAQ:QCOM) Bank of America 2022 Global Technology Conference June 8, 2022 2:45 PM ET Company Participants Akash Palkhiwala - CFO Conference Call Participants Unidentified Analyst Thanks very much for much for joining us. It's always fun to do a keynote middle of the day because I get -- we pay for food, so we get the attention of everyone. I'm pleased to host EVP and CFO of Qualcomm, Akash Palkhiwala. We have a long list of questions that we want to talk about. And what I like in Akash i ...

Qualcomm Incorporated Conference Call Summary Company Overview - **Company**: Qualcomm Incorporated (NASDAQ: QCOM) - **Event**: Bernstein 38th Annual Strategic Decisions Conference - **Date**: June 1, 2022 - **Key Speaker**: Cristiano Amon, President & CEO Core Industry Insights Regulatory and Market Position - Qualcomm has faced numerous regulatory challenges over the past decade, including issues with China, the EU, FTC, and Apple, which have made investors cautious [2][3] - The company has successfully navigated these challenges, with most disputes either dismissed or settled in its favor, allowing it to focus on innovation and development [2][3] Shift in Business Model - Qualcomm is transitioning from a smartphone-centric business model to diversifying into adjacent markets such as industrial and automotive [3][10] - The company is leveraging its expertise in wireless communication and high-performance computing to drive growth in these new markets [7][10] Financial Performance and Growth Drivers Chip Content and 5G Transition - The transition from 4G to 5G has significantly increased chip content, with a reported 1.5x multiplier in revenue due to additional silicon content in 5G modems and processors [14][15] - Qualcomm's strategy focuses on premium and high-tier Android devices, with a notable increase in market share at Samsung, where Snapdragon is now featured in over 75% of flagship devices [17][24] Market Resilience - Despite challenges in the Chinese handset market, Qualcomm's focus on premium segments has allowed it to maintain a strong position [19][20] - The company is not interested in competing in the low-end market, which has helped it avoid the negative impacts seen by competitors [19][20] Automotive and IoT Opportunities Automotive Pipeline - Qualcomm has a $16 billion design win pipeline in the automotive sector, primarily focused on telematics and digital cockpit solutions, with ADAS (Advanced Driver Assistance Systems) as a growing segment [31][33] - The Digital Chassis Platform allows for modular solutions across various automotive models, enhancing Qualcomm's position in the industry [34][37] Industrial IoT Strategy - Qualcomm's IoT segment has seen significant growth, with a 61% year-over-year increase, driven by digital transformation across enterprises [65] - The company is focusing on specific verticals within industrial IoT, such as retail and energy, to develop tailored solutions [55][56] Future Outlook Emerging Technologies - Qualcomm is positioning itself for growth in mixed reality, augmented reality, and the transition to ARM-based PCs, which are expected to gain traction in the coming years [52][66] - The acquisition of NUVIA aims to enhance Qualcomm's performance leadership in CPUs, particularly for next-generation laptops [72][73] Competitive Landscape - Qualcomm's RF Front End business has grown significantly, now surpassing competitors like Qorvo and Skyworks, primarily due to its strategic focus on 5G applications [78][79] Conclusion - Qualcomm is undergoing a significant transformation, moving beyond its traditional smartphone business to capitalize on growth opportunities in automotive, IoT, and emerging technologies. The company's strategic focus on premium markets and innovation positions it well for future growth.

Qualcomm Incorporated Conference Call Summary Industry and Company Overview - **Company**: Qualcomm Incorporated (NASDAQ: QCOM) - **Industry**: Technology, specifically focusing on semiconductors, mobile technology, automotive, and IoT Key Points and Arguments Economic Outlook and Demand Trends - Qualcomm is monitoring economic indicators and customer feedback regarding potential recession risks, noting a shift in demand from goods to services as COVID restrictions ease [3][4] - The company remains focused on long-term growth opportunities despite short-term economic uncertainties [4] Supply Chain and Manufacturing - Qualcomm has a diversified supply chain, utilizing both TSMC and Samsung, which mitigates risks from the China lockdowns [6][7] - The company anticipates supply normalization in the second half of 2022, aligning supply with demand [9] Smartphone Market Dynamics - The smartphone market is expected to remain flat from 2021 to 2022, with notable weakness in low-tier segments, particularly in China [11] - Despite overall unit weakness, there is a stronger mix of higher-tier devices being sold, driven by increased importance of smartphones during the pandemic [12] - Qualcomm's revenue from IoT grew by 61% year-over-year, indicating strong demand for connected devices [13] Automotive Sector Transformation - The automotive industry is undergoing significant changes with electrification and the shift towards autonomous driving [14] - Qualcomm has secured design wins with major OEMs like GM, BMW, and Volkswagen, indicating strong demand for its automotive technologies [14][24] - The company is positioned as a key player in the ADAS (Advanced Driver Assistance Systems) market, with a design win pipeline exceeding $16 billion [24] Diversification and Technology Application - Qualcomm is leveraging its mobile technology expertise to expand into new markets, including automotive and IoT [16][17] - The company has made strategic acquisitions, such as NUVIA for custom CPU development and Veoneer for ADAS software, to enhance its technology portfolio [18][19] IoT Business Growth - Qualcomm's IoT business is segmented into consumer, edge networking, and industrial markets, all showing strong growth [26][27] - The consumer IoT segment includes devices like tablets and wearables, with significant design wins in the XR and Metaverse markets [28] - Edge networking is driven by 5G deployment, which is expected to become a viable home broadband solution [30] RF Front End and Handset Revenue - Qualcomm's RF front end business is expected to grow alongside the adoption of 5G technology across various devices, not just smartphones [52][53] - The company anticipates continued growth in handset revenue driven by increased content in devices and a shift towards higher-tier models [48][49] M&A Strategy - Qualcomm's M&A strategy focuses on acquiring assets that can accelerate organic growth, as demonstrated by recent acquisitions [54] Additional Important Insights - Qualcomm's strong relationships with OEMs and its comprehensive technology portfolio position it well for future growth in both existing and new markets [24][46] - The company is actively working with Google to enhance the Android ecosystem, aiming to create a more integrated experience similar to Apple's ecosystem [45]

Qualcomm, Inc. (NASDAQ:QCOM) Q2 2022 Earnings Conference Call April 27, 2022 4:45 PM ET Company Participants Mauricio Lopez-Hodoyan - VP, Investor Relations Cristiano Amon - President & CEO Akash Palkhiwala - CFO Conference Call Participants Matthew Ramsay - Cowen and Company Thomas Walkley - Canaccord Genuity Samik Chatterjee - JPMorgan Chase & Co. Stacy Rasgon - Sanford C. Bernstein & Co. Tal Liani - Bank of America Merrill Lynch Roderick Hall - Goldman Sachs Group Ross Seymore - Deutsche Bank Joseph Moor ...