Qualcomm Inc (FRA:QCI)
€ 168.54 0.68 (0.41%) Market Cap: 187.49 Bil Enterprise Value: 188.98 Bil PE Ratio: 24.27 PB Ratio: 8.25 GF Score: 88/100
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Qualcomm Inc at Deutsche Bank Technology Conference (Virtual) Transcript

Sep 10, 2021 / 04:45PM GMT
Release Date Price: €121.06 (+0.38%)
Ross Clark Seymore
Deutsche Bank AG, Research Division - MD

Good morning, everybody. I guess, good afternoon for those of you on the East Coast. I'm Ross Seymore from Deutsche Bank. We're really happy to have Qualcomm as next on the virtual stage, and the CFO, Akash Palkhiwala. Akash, thank you very much. Great to see you virtually.

Questions & Answers

Ross Clark Seymore
Deutsche Bank AG, Research Division - MD

So I want to start with a couple of high-level systematic questions that I've been asking all companies across the semi space first and then go into some deeper dive Qualcomm-specific questions.

So with that, first, I want to get an update on your thoughts on the supply side of the equation. Qualcomm has managed that relatively well. But you've talked about some incremental supply, and maybe incremental is too soft of a word, some meaningful increases in supply coming in the back part of this calendar year. Talk about where you've been on the supply side and what sort of supply loosening you believe is going to happen at the end of

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