- Q2 2024 Qualcomm Inc Earnings Call TranscriptMay 01, 2024Earnings
- Q1 2024 Qualcomm Inc Earnings Call TranscriptJan 31, 2024€134.98 (-0.82%)Earnings
- Qualcomm Inc at CES Keynote Fireside Chat Conference TranscriptJan 10, 2024
- Qualcomm Inc at UBS Technology, Media & Telecom Conference TranscriptNov 28, 2023
- Qualcomm Inc at Deutsche Bank dbAccess AutoTech Conference (Virtual) TranscriptNov 09, 2023
- Q4 2023 Qualcomm Inc Earnings Call TranscriptNov 01, 2023€104.38 (+1.58%)Earnings
- Qualcomm Inc at Deutsche Bank Technology Conference TranscriptAug 31, 2023
- Qualcomm Inc at JPMorgan Hardware & Semis Access Forum TranscriptAug 16, 2023
- Q3 2023 Qualcomm Inc Earnings Call TranscriptAug 02, 2023€118.86 (-0.80%)Earnings
- Qualcomm Inc at Bank of America Global Technology Conference TranscriptJun 07, 2023
- Qualcomm Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 31, 2023
- Qualcomm Inc at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 22, 2023
- Q2 2023 Qualcomm Inc Earnings Call TranscriptMay 03, 2023€103.48 (-1.07%)Earnings
- Q1 2023 Qualcomm Inc Earnings Call TranscriptFeb 02, 2023€126.86 (+2.60%)Earnings
- Qualcomm Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 07, 2022
- Q4 2022 Qualcomm Inc Earnings Call TranscriptNov 02, 2022€117.62 (-1.36%)Earnings
- Qualcomm Inc Automotive Investor Day TranscriptSep 22, 2022
- Qualcomm Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 12, 2022
- Q3 2022 Qualcomm Inc Earnings Call TranscriptJul 27, 2022€149.56 (+0.65%)Earnings
- Qualcomm Inc at Bank of America Global Technology Conference TranscriptJun 08, 2022
- Qualcomm Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptJun 01, 2022
- Qualcomm Inc at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 23, 2022
- Q2 2022 Qualcomm Inc Earnings Call TranscriptApr 27, 2022€127.6 (+2.03%)Earnings
- Qualcomm Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 10, 2022
- Qualcomm Inc Annual Shareholders Meeting TranscriptMar 09, 2022
- Q1 2022 Qualcomm Inc Earnings Call TranscriptFeb 02, 2022€163.24 (+4.74%)Earnings
- Qualcomm Inc at Consumer Technology Association CES Conference TranscriptJan 06, 2022
- Qualcomm Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 08, 2021
- Qualcomm Inc Investor Day TranscriptNov 16, 2021
- Q4 2021 Qualcomm Inc Earnings Call TranscriptNov 03, 2021€118.3 (+1.41%)Earnings
- Qualcomm Inc at Deutsche Bank Technology Conference (Virtual) TranscriptSep 10, 2021
- Qualcomm Inc at Rosenblatt Securities Technology Summit -- The Age of AI Scaling (Virtual) TranscriptAug 24, 2021
- Qualcomm Inc at Canaccord Genuity Growth Conference (Virtual) TranscriptAug 11, 2021
- Qualcomm Inc at Nasdaq Virtual Investor Conference TranscriptAug 10, 2021
- Q3 2021 Qualcomm Inc Earnings Call TranscriptJul 28, 2021€119.78 (+1.59%)Earnings
- Qualcomm Inc at Bank of America Global Technology Conference (Virtual) TranscriptJun 09, 2021
- Qualcomm Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 26, 2021
- Q2 2021 Qualcomm Inc Earnings Call TranscriptApr 28, 2021€113.3 (-0.21%)Earnings
- Qualcomm Inc Annual Shareholders Meeting TranscriptMar 10, 2021
- Qualcomm Inc at Arete Virtual Semis Conference TranscriptMar 03, 2021
- Qualcomm Inc at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 11, 2021
- Q1 2021 Qualcomm Inc Earnings Call TranscriptFeb 03, 2021€135.24Earnings
- Qualcomm Inc at JPMorgan Tech/Auto Forum (Virtual) TranscriptJan 12, 2021
- Qualcomm Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 09, 2020
- Cisco Systems Inc, Singtel, and Qualcomm Inc at Milken Institute Asia Summit - The Race to Capture the Global 5G Market Panel TranscriptDec 09, 2020
- Qualcomm Inc at Sanford C Bernstein Operational Decisions Conference (Virtual) TranscriptNov 16, 2020
- Qualcomm Inc at Deutsche Bank dbAccess Autotech Day (Virtual) TranscriptNov 11, 2020
- Q4 2020 Qualcomm Inc Earnings Call TranscriptNov 04, 2020€108.38 (+0.43%)Earnings
- Qualcomm Inc at Canaccord Genuity Growth Conference (Virtual) TranscriptAug 12, 2020
- Q3 2020 Qualcomm Inc Earnings Call TranscriptJul 29, 2020€78.79 (+0.64%)Earnings
- Qualcomm Inc at Needham Virtual Automotive Tech Conference TranscriptJun 03, 2020
- Qualcomm Inc at Cowen TMT Conference TranscriptMay 26, 2020
- Qualcomm Inc at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 13, 2020
- Q2 2020 Qualcomm Inc Earnings Call TranscriptApr 29, 2020€71.84 (+1.53%)Earnings
- Qualcomm Inc Annual Shareholders Meeting TranscriptMar 10, 2020
- Qualcomm Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 12, 2020
- Q1 2020 Qualcomm Inc Earnings Call TranscriptFeb 05, 2020€81.68 (+2.13%)Earnings
- Qualcomm Inc at JPMorgan Tech/Auto Forum at CES TranscriptJan 07, 2020
- Qualcomm Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 11, 2019
- Qualcomm Inc Analyst Day TranscriptNov 19, 2019
- Q4 2019 Qualcomm Inc Earnings Call TranscriptNov 06, 2019€76.97 (-0.53%)Earnings
- Qualcomm Inc at Deutsche Bank Technology Conference TranscriptSep 11, 2019
- Q3 2019 Qualcomm Inc Earnings Call TranscriptJul 31, 2019€67.46 (+0.19%)Earnings
- Q2 2019 Qualcomm Inc Earnings Call TranscriptMay 01, 2019€77.51Earnings
- Qualcomm Inc Annual Shareholders Meeting TranscriptMar 12, 2019
- Q1 2019 Qualcomm Inc Earnings Call TranscriptJan 30, 2019€43.53 (-0.50%)Earnings
Qualcomm Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
Everyone, thank you for coming today. I'm Stacy Rasgon, I cover the U.S. semiconductor and semi-cap space here at Bernstein. And I can't express what an honor it is to have our guest here today, Cristiano Amon, the President and CEO of Qualcomm.
So Qualcomm, both as a company and a stock, has been through a lot over the last 5 or 10 years, from China to the EU to the FTC to Apple, to Huawei, to everything else, export controls and what have you. Their business model had a lot of waves of attack, regulators and customers, and made a lot of investors gun shy for a long time. They weren't really sure what was going to be coming down the pipe next. And sitting where we are today, like at least structurally, to me, it finally looks like the company is coming out the other side, at least on the structural issues. Virtually every regulatory and customer dispute has been either dismissed or settled in Qualcomm's favor.
Look, the core smartphone business is -- the market, I should say, is really going
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