May 31, 2023 / 05:30PM GMT
Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst
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
Qualcomm Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
Jan 23, 2024
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