Wolfspeed Inc (FRA:CR6A)

€ 26.35 2.055 (8.46%) Market Cap: 3.40 Bil Enterprise Value: 6.00 Bil PE Ratio: 0 PB Ratio: 3.34 GF Score: 56/100

Wolfspeed Inc at Wells Fargo TMT Summit Transcript

Nov 28, 2023 / 11:00PM GMT

Release Date Price: €30.3 (+0.33%)

Transcript

Gary Wade Mobley

Wells Fargo Securities, LLC, Research Division - Senior Analyst

While we have a full room in here. I'm glad to see a full room. Since this is the last meeting of the day, last fireside of the day. My name is Gary Mobley. I'm one of the 3 semiconductor analysts here at Wells Fargo Securities. I cover a lot of the analog semiconductor companies.

I cover the power semiconductor companies, including Wolfspeed. With us here today, we have the management team, including Neill Reynolds, the CFO, to my immediate right and Tyler Gronbach. He has kind of an extravagant title, but I'll take a swipe at it. For today's purposes, you have Investor Relations. Let's just call it that. And so what I was hoping to do is just start out very quickly level set everybody, what the profile of the Wolfspeed business looks like once we get beyond the divestiture of the (inaudible) business.

Neill P. Reynolds

Wolfspeed, Inc. - Executive VP & CFO

Yes. So I think if you look at the size of Wolfspeed, and maybe, Gary, what I can do there is talk a little

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