Jun 01, 2022 / 06:30PM GMT
Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst
Good afternoon, everyone. Thank you so much for coming today. I'm Stacy Rasgon. I'm Bernstein's senior research analyst covering U.S. semiconductors as well as semi cap equipment. And I cannot express what an honor is to have our guest here today. This is Cristiano Amon, the President and CEO of Qualcomm in his first appearance, I believe, at SDC.
So Qualcomm, Qualcomm both as a company and a stock has been pun awful a lot over the last 5 or 10 years. From China to the EU to the FTC to Apple, the Huawei, I mean the company's business model has suffered wave after wave of, at least thought off wave after wave of attacks of regulators, customers. It's made a lot of investors gun-shy for a long time, as it wasn't clear what was going to come down the pipe next.
But sitting where we are today, now I do think it finally appears the company has come out the other side of this. Virtually every regulatory and customer dispute that they've had has either been dismissed or settled in Qualcomm's favor
Qualcomm Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
Jan 23, 2024
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