Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 2, 2021 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 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or other ...

Qorvo, Inc. (NASDAQ:QRVO) Q3 2021 Results Conference Call November 4, 2021 5:00 PM ET Company Participants Bob Bruggeworth – President and Chief Executive Officer Mark Murphy – Chief Financial Officer Eric Creviston – President of Qorvo's Mobile Products Group Philip Chesley – Incoming President, Qorvo's Infrastructure and Defense Products Group James Klein – Outgoing President, Qorvo's Infrastructure and Defense Products Group Douglas Delieto – Vice President, Investor Relations Conference Call Participant ...

Qorvo, Inc. (NASDAQ:QRVO) Citi 2021 Global Technology Virtual Conference September 13, 2021 9:40 AM ET Company Participants Robert Bruggeworth - CEO Mark Murphy - CFO Conference Call Participants Atif Malik - Citigroup Atif Malik Good morning, everyone. Welcome to Citi's 2021 Virtual Global Technology Conference. My name is Atif Malik. I cover U.S Semiconductors and Semiconductor Equipment Stocks here at Citi. It's my pleasure to welcome Bob Bruggeworth, CEO from Qorvo, as well as Mark Murphy, CFO. The form ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 3, 2021 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 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or other jur ...

Qorvo, Inc. (NASDAQ:QRVO) Q1 2022 Earnings Conference Call August 4, 2021 5:00 PM ET Company Participants Douglas DeLieto - Vice President, Investor Relations Bob Bruggeworth - President and Chief Executive Officer Mark Murphy - Chief Financial Officer Eric Creviston - President, Qorvo’s Mobile Products Group James Klein - President, Qorvo’s Infrastructure and Defense Products Group Conference Call Participants Blayne Curtis - Barclays Vivek Arya - Bank of America Karl Ackerman - Cowen and Company Gary Mobl ...

Qorvo, Inc. (NASDAQ:QRVO) Conference Call Summary Company Overview - **Company**: Qorvo, Inc. - **Industry**: Semiconductor, specifically focusing on RF solutions for mobile and infrastructure markets Key Points Financial Performance and Forecast - Qorvo reported a strong performance in the March quarter and is optimistic about the June quarter's progress [3] - The company forecasts smartphone volume growth of 5% to 10% for the year, with a doubling of 5G smartphone units to approximately 550 million [3] - The RF content in 5G smartphones is expected to increase by $5 to $7 per phone compared to 4G smartphones [3][44] Market Trends and Growth Drivers - Growth is supported by multiyear trends including global 5G network deployment, migration to WiFi 6 and 6E, increased connectivity in vehicles, and upgrades to DOCSIS 3.1 [4] - Qorvo has invested in technologies such as Ultra Livia, RF-based biotechnology testing, and MEMS-based solutions, creating diverse opportunities for growth [4] Supply Chain and Shortages - The company acknowledges ongoing supply chain challenges, particularly in silicon and capacitors, but has established long-term agreements to manage these issues [7][8] - Qorvo's internal operations team has effectively maintained customer relationships and managed supply to meet demand [10] IDP Segment Insights - The IDP segment is expected to grow at a lower end of the 10% to 15% long-term growth objective, despite some headwinds in China [12][13] - Adoption of GaN technology and massive MIMO antennas is progressing positively, although base station deployments in China are currently muted [13][16] - The defense sector remains a stable growth area for Qorvo [16] 5G Deployment and Market Dynamics - 5G deployment is ongoing in the U.S. and other regions, with Qorvo positioned to benefit from increased content gains compared to 4G [17][22] - The company estimates that 5G content gains can be 10x compared to 4G for certain deployments [22] - Qorvo's exposure to China is expected to decrease over time, with other markets growing faster [20] Competitive Landscape - The competitive environment has improved, with Qorvo expanding its portfolio and capabilities across various RF technologies [50] - The company is focused on addressing a broad range of market opportunities rather than relying on a few strategic initiatives [50] Ultra-Wideband (UWB) Technology - UWB is anticipated to become a significant part of Qorvo's business, with applications in consumer electronics and automotive sectors [51][54] - The technology is expected to gain widespread adoption similar to Bluetooth, with potential applications in IoT and smart home devices [53] Gross Margin and Operational Efficiency - Qorvo has achieved strong gross margins, exceeding competitors, due to effective portfolio management and operational productivity improvements [56] - The company is migrating to larger wafer diameters and reducing capital intensity, which is expected to sustain margin growth [56] Conclusion - Qorvo is well-positioned for growth in the semiconductor industry, particularly in the 5G and RF markets, despite current supply chain challenges and market fluctuations. The company's diverse technology portfolio and strategic investments in emerging technologies like UWB are expected to drive future growth.

Qorvo, Inc. (NASDAQ:QRVO) J.P. Morgan 49th Global Technology, Media and Communications Conference May 25, 2025 8:45 AM ET Company Participants Mark Murphy - CFO James Klein - President, Infrastructure and Defense Products Conference Call Participants Bill Peterson - J.P. Morgan Bill Peterson Hi. Good morning. Welcome to J.P. Morgan’s 49th Annual TMC Conference. My name is Bill Peterson, I work in the semiconductor research team. We’re very pleased to have Mark Murphy, Qorvo’s CFO; and James Klein, Qorvo’s P ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ 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 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or other jurisdiction of incorporation or organization) (I.R.S ...

Qorvo, Inc. (NASDAQ:QRVO) Q4 2021 Earnings Conference Call May 5, 2021 5:00 PM ET Company Participants Doug DeLieto - Vice President, Investor Relations Robert Bruggeworth - President and Chief Executive Officer Mark Murphy - Chief Financial Officer James Klein - President, Infrastructure and Defense Products Eric Creviston - President, Mobile Products Conference Call Participants Blayne Curtis - Barclays Bill Peterson - JPMorgan Karl Ackerman - Cowen Craig Hettenbach - Morgan Stanley Vivek Arya - Bank of A ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 2, 2021 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 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or other ...