QUALCOMM Incorporated (NASDAQ:QCOM) Q1 2022 Earnings Conference Call February 2, 2022 4:45 PM ET Company Participants Mauricio Lopez-Hodoyan - Vice President of Investor Relations Cristiano Amon - President & Chief Executive Officer Akash Palkhiwala - Chief Financial Officer Conference Call Participants Samik Chatterjee - JPMorgan Chris Caso - Raymond James Rod Hall - Goldman Sachs Mike Walkley - Canaccord Genuity Stacy Rasgon - Bernstein Research Tal Liani - Bank of America Ross Seymore - Deutsche Bank Mat ...

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 December 26, 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 0-19528 | --- | --- | --- | |------------------------------------------------------ ...

Qualcomm Incorporated Conference Call Summary Industry and Company Overview - **Company**: Qualcomm Incorporated (NASDAQ: QCOM) - **Industry**: Technology, specifically focusing on semiconductors, mobile communications, IoT, automotive, and digital transformation Key Points and Arguments Growth Opportunities - Qualcomm is experiencing one of the largest opportunities in its history, particularly in the EDGE technology space, which is expanding its Serviceable Available Market (SAM) significantly [2][3] - The semiconductor business (QCT) is identified as the primary growth driver, with expectations for IoT revenue to reach approximately $9 billion in the next three years [3][4] - Qualcomm aims for overall QCT growth at double digits annually, with a long-term operating margin target of 10% for its chip business [3] Automotive Sector - Qualcomm's automotive business pipeline has grown to $13 billion, with projected revenues of $3.5 billion in the next five years and $8 billion in the next ten years [11] - The automotive industry is undergoing two major transformations: electrification and the development of advanced connected vehicles, which require a digital platform approach [6][7] - Qualcomm is working with 25 out of the top 26 automotive brands, focusing on creating a digital chassis that integrates various systems for enhanced connectivity and functionality [9][16] PC Market and ARM Transition - Qualcomm has been collaborating with Microsoft to ensure ARM-based devices can perform comparably to x86 systems, with significant advancements made in Windows 11 [19][20] - The company is positioning itself to capitalize on the shift towards ARM architecture, especially as the ecosystem around ARM continues to grow [20][22] Metaverse Potential - Qualcomm sees the metaverse as a significant opportunity, potentially as large as the smartphone market, with applications in augmented reality and digital twins [24][26] - The company is focused on bridging the physical and digital worlds, providing devices that facilitate this connection [26] Supply Chain Strategy - Qualcomm employs a multi-sourcing strategy with key partnerships with Samsung and TSMC, which has helped navigate supply chain challenges effectively [28][29] - The company is committed to maintaining a diversified supply chain and is open to working with Intel as a foundry partner [29] Handset Market Dynamics - Qualcomm's strategy focuses on premium and high-tier Android devices, with a significant revenue advantage over competitors [32][34] - The company anticipates a recovery in market share as supply chain issues are resolved, supported by a strong design pipeline [34] 5G Market Outlook - Qualcomm remains confident in the resilience of the 5G market, with a focus on premium devices that are less affected by economic fluctuations [36] - The company believes that as 5G technology expands into various industries, it will create additional growth opportunities for its QTL business [40] Additional Important Insights - Qualcomm's approach to automotive technology emphasizes a system-level integration rather than isolated components, which differentiates it from competitors like Mobileye [13][16] - The company is focused on creating a comprehensive digital platform for vehicles that supports over-the-air upgrades and new business models [8][9] - Qualcomm's leadership in 5G technology is crucial for its competitive edge, especially as the technology is integrated into automotive and industrial applications [43][44]

QUALCOMM Incorporated (NASDAQ:QCOM) Q4 2021 Earnings Conference Call November 3, 2021 4:45 PM ET Company Participants Cristiano Amon – President and Chief Executive Officer Akash Palkhiwala – Chief Financial Officer Alex Rogers – President, Qualcomm Technology Licensing (QTL) and Global Affairs Mauricio Lopez-Hodoyan – Vice President of Investor Relations Conference Call Participants Chris Caso – Raymond James Matt Ramsay – Cowen Samik Chatterjee – JPMorgan Stacy Rasgon – Bernstein Research Tal Liani – Bank ...

QUALCOMM Incorporated (NASDAQ:QCOM) Q3 2021 Earnings Conference Call July 28, 2021 4:45 PM ET Company Participants Mauricio Lopez-Hodoyan - Vice President, Investor Relations Cristiano Amon - President and Chief Executive Officer Akash Palkhiwala - Chief Financial Officer Conference Call Participants Mike Walkley - Canaccord Genuity Chris Caso - Raymond James Samik Chatterjee - JPMorgan Ross Seymore - Deutsche Bank Blayne Curtis - Barclays Matt Ramsay - Cowen Joe Moore - Morgan Stanley Rod Hall - Goldman Sa ...