Qualcomm Inc at UBS Technology, Media & Telecom Conference Transcript

Nov 28, 2023 / 07:55PM GMT
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

Okay. We're going to get started. Hi, I'm Tim Arcuri. I'm the Semiconductor Analyst here at UBS. Very pleased to have Qualcomm, and we have Akash Palkhiwala with us, and Akash is the CFO. And I'm going to turn it over to Akash. He's going to make some comments, and then we can start with Q&A.

Akash Palkhiwala - QUALCOMM Incorporated - Chief Financial Officer

Great. Thanks for having me here. It's great to be here, and I was just telling you, this is incredible conference and the location is excellent as well. So happy to be here.

So maybe for people who are not as familiar with Qualcomm, the core asset of the company from our perspective is our technology portfolio. So if you think about what it takes to succeed in phones, you have to be good at a lot of connectivity technologies, WiFi, Bluetooth, 5G, position location. And you have to be very good at processing technologies, CPU, GPU, AI, audio, video, camera.

And

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