Skyworks Solutions Inc at UBS Global Technology and AI Conference Transcript
All right. We're going to get started. I'm Tim Arcuri. I'm a semi and semi equipment analyst here at UBS, and we're very pleased to have Skyworks next in the agenda. Very pleased to have Phil Brace, who's the CEO of Skyworks. So again, Phil, thank you for the time.
Thanks, Tim. It's a pleasure to be here, and it's a great event and great conference.
Great. Well, let's start with the strategic rationale and the timing of the Qorvo combo. Some of my investor conversations seem to miss maybe what some of the opportunities are that you see. And can you walk us through why now is the right moment to bring these two franchises together and how you're managing focus and continuity for the company while this all plays out?
Yeah, it's a great
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