QUALCOMM Incorporated (QCOM) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

Stacy Rasgon
Bernstein Institutional Services LLC, Research Division

Good afternoon. Thank you all for coming. I’m Stacy Rasgon. I’m Bernstein’s senior research analyst for U.S. semiconductors and semiconductor capital equipment. And it is my honor to welcome our guest here today, Cristiano Amon, the President and CEO of Qualcomm. Now I always say Cristiano has been here for many years, and I always say here, Qualcomm is a company whose stock has been through a lot over the last 5 or 10 years. But I think now sitting where we are today, it really looks to be coming to its own, especially recently. Like handsets, as we know, the biggest part of the business today, we’ll talk a little bit about that. But I mean the fruits of the company’s diversification strategy really do look like they may now be ripening with auto and IoT and now potentially as AI goes mainstream, data center excitement. Even the handset piece, we’ll see what it does in the near term, but it may have its own moment if and when AI broadly moves to the edge.

So we’ll talk about that and probably many other things today. It gives me great pleasure to welcome Cristiano. So thank you so much for joining us.

Cristiano Amon
CEO, President & Director

Thank you so much.

Stacy Rasgon
Bernstein Institutional Services LLC, Research Division

You don’t have like a safe harbor statement or anything…

Cristiano Amon
CEO, President & Director

No, we don’t.