Qualcomm Inc at JPMorgan Global Technology, Media and Communications Conference Transcript

May 19, 2026 / 04:35PM GMT
Release Date Price: $200
Samik Chatterjee
JPMorgan Chase & Co - Analyst

Good afternoon, everyone. We are here to host the fireside chat with Qualcomm and one of my favorite sessions from the -- at the conference every year and with one of my favorite people here, Akash, who we were discussing outside, proves me wrong every time. It's always a good time. Akash, thank you for being here.

Akash, who is the Chief Financial Officer and Chief Operating Officer of Qualcomm. Thank you for the time here.

Questions & Answers

Samik Chatterjee;Akash Palkhiwala
JPMorgan Chase & Co - Analyst

A lot going on. So let's get into them one by one. You've talked about 3 different opportunities in accelerators, CPUs and custom silicon now over different points of time. Let's maybe start on custom CPUs. That's driving the most amount of discussion with shareholders or investors at this time.

How should we think about Qualcomm's opportunity, differentiation in custom CPUs, and remind me of timelines and any acceleration on the timelines as well?

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