Qualcomm Inc at UBS Global Technology and AI Conference Transcript

Dec 02, 2025 / 09:55PM GMT

Release Date Price: ARS23630 (+1.94%)

Transcript

Timothy Arcuri

UBS AG - Analyst

Okay. We're going to get started. Good afternoon. I'm Tim Arcuri. I'm the semiconductor and semi equipment analyst here at UBS. We're very pleased to have Qualcomm, we're very pleased to have Cristiano Amon from Qualcomm, who's the President and the CEO. So thank you, Cristiano.

Cristiano Renno Amon

Qualcomm Inc - President and Chief Executive Officer

Thank you, Tim. Good talking to you.

Questions & Answers

Timothy Arcuri

UBS AG - Analyst

Great. So let's start talking about the business that everyone wants to know about, which is your data center business.

Cristiano Renno Amon

Qualcomm Inc - President and Chief Executive Officer

I'm surprised.

Timothy Arcuri;Cristiano

UBS AG - Analyst

Yes. So you're attacking the low-power inference market. You announced the AI200 and AI250. You still haven't told us very much about the specs and the roadmap. What can you say?

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