Qualcomm Inc (BSP:QCOM34)

R$ 78.22 0.58 (0.75%) Market Cap: 1.05 Til Enterprise Value: 1.05 Til PE Ratio: 24.47 PB Ratio: 8.32 GF Score: 77/100

Qualcomm Inc at Sanford C Bernstein Operational Decisions Conference (Virtual) Transcript

Nov 16, 2020 / 05:30PM GMT

Release Date Price: R$67.55 (+2.43%)

Transcript

Stacy Aaron Rasgon

Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst

Good morning, everyone. I'm Stacy Rasgon. I cover the U.S. semiconductor space here at Bernstein.

Before we get started, I want to just cover a little bit of housekeeping. (Operator Instructions) We will have time for Q&A like that at the end. We're also doing some live polling during the session through Bernstein's partner, Procensus, and you should have a link available on the right of your screen for that as well.

Now that the housekeeping is out of the way, I can't express what an honor it is to have our guest here today, Cristiano Amon, the President of Qualcomm.

So I've covered Qualcomm now for a dozen years. And Qualcomm, both, I think, as a company and a stock, has been through an awful lot over the last 5 or 10 of those years. From China to the EU to the FTC to Apple to Huawei, the company's business model has had sort of wave after wave of attacks breaking against it both from regulators and customers. It's made many investors gun-shy for a long time as it wasn't clear

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