Qorvo, Inc. (NASDAQ:QRVO) Q4 2023 Results Conference Call May 3, 2023 5:00 PM ET Company Participants Douglas DeLieto - VP, IR Bob Bruggeworth - President and CEO Grant Brown - CFO Dave Fullwood - SVP, Sales and Marketing Conference Call Participants Toshiya Hari - Goldman Sachs Gary Mobley - Wells Fargo Securities Vivek Arya - Bank of America Karl Ackerman - BNP Edward Snyder - Charter Equity Matt Ramsay - Cowen & Company Ambrish Srivastava - BMO Capital Ruben Roy - Stifel Srini Pajjuri - Raymond James Ati ...

Qorvo, Inc. (NASDAQ:QRVO) Raymond James 44th Annual Institutional Investors Conference March 7, 2023 10:25 AM ET Company Participants Grant Brown - CFO Doug DeLieto - VP of IR Conference Call Participants Srinivas Pajjuri - Raymond James Srinivas Pajjuri Okay, thanks, everyone. And good morning. I am Srini Pajjuri, I'm the Semiconductor Analyst here. And I want to welcome you to Raymond James Institutional Investor Conference. We have Qorvo with us this morning. From Qorvo, we have Grant Brown, the CFO, and ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to _____ Commission File Number 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or othe ...

Qorvo, Inc. (NASDAQ:QRVO) Q3 2023 Results Conference Call February 1, 2023 5:00 PM ET Company Participants Douglas DeLieto - VP, IR Bob Bruggeworth - President and CEO Grant Brown - CFO Dave Fullwood - SVP, Sales and Marketing Conference Call Participants Toshiya Hari - Goldman Sachs Karl Ackerman - BNP Paribas Gary Mobley - Wells Fargo Securities Edward Snyder - Charter Equity Research Vivek Arya - Bank of America Blayne Curtis - Barclays Matt Ramsay - Cowen Rajvindra Gill - Needham & Company Chris Caso - ...

公司和行业 * **公司**：Qorvo, Inc. (NASDAQ:QRVO) * **行业**：半导体、通信设备 * **会议时间**：2022年11月29日 * **会议地点**：Wells Fargo TMT峰会 * **参会人员**：Bob Bruggeworth (CEO), Philip Chesley (高级性能模拟业务部门负责人), Gary Mobley (Wells Fargo半导体分析师) 核心观点和论据 * **业务重组**：Qorvo已将业务重组为三个业务部门：高级性能模拟、连接性和传感器、先进蜂窝业务。 * **高级性能模拟业务**：该业务在2022年第三季度实现了强劲的同比增长，主要得益于国防、基础设施和电源业务的强劲表现。 * **连接性和传感器业务**：该业务在2022年第三季度表现不佳，主要受Wi-Fi业务影响，但预计将恢复。 * **先进蜂窝业务**：该业务在2022年第三季度实现了强劲增长，主要得益于与主要客户的合作。 * **Android生态系统**：Android生态系统对Qorvo的业务构成挑战，但预计将逐渐增长。 * **5G**：5G是Qorvo业务增长的主要驱动力。 * **Wi-Fi 7**：Wi-Fi 7将为Qorvo带来新的增长机会。 * **国防**：国防业务预计将实现强劲增长。 * **基础设施**：基础设施业务预计将实现强劲增长。 * **电源管理**：电源管理业务预计将实现强劲增长。 * **收购**：Qorvo将继续进行收购，以实现业务多元化。 其他重要内容 * **中国**：中国政府对智能手机生产的限制对Qorvo的业务构成挑战，但预计将暂时性。 * **制造足迹**：Qorvo的制造足迹适合其业务需求。 * **资本分配**：Qorvo将继续回购股票，并继续进行收购。 * **股东价值**：Qorvo致力于为股东创造价值。

Qorvo, Inc. (NASDAQ:QRVO) Q2 2023 Earnings Conference Call November 2, 2022 5:00 PM ET Company Participants Douglas DeLieto - Vice President-Investor Relations Bob Bruggeworth - President and Chief Executive Officer Grant Brown - Interim Chief Financial Officer David Fullwood - Senior Vice President, Sales and Marketing Eric Creviston - Head-Connectivity & Sensors Conference Call Participants Toshiya Hari - Goldman Sachs Gary Mobley - Wells Fargo Vivek Arya - Bank of America Karl Ackerman - BNP Paribas Ti ...

Qorvo, Inc. (NASDAQ:QRVO) Goldman Sachs 2022 Communacopia + Technology Conference September 13, 2022 2:30 PM ET Company Participants Douglas DeLieto - Vice President-Investor Relations Grant Brown - Chief Financial Officer Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari Okay, great. I think we're on. We'd like to get started. Thank you all for coming. My name is Toshiya Hari, I cover the semiconductor and semi cap equipment space at Goldman Sachs. Very pleased, very honored to have th ...

Qorvo, Inc. (NASDAQ:QRVO) Q1 2023 Earnings Conference Call August 3, 2022 5:00 PM ET Company Participants Douglas DeLieto – Vice President-Investor Relations Bob Bruggeworth – President and Chief Executive Officer Grant Brown – Interim Chief Financial Officer Eric Creviston – Head-Connectivity & Sensors Philip Chesley – Head-High Performance Analog Conference Call Participants Matt Ramsay – Cowen Vivek Arya – Bank of America Gary Mobley – Wells Fargo Blayne Curtis – Barclays Toshiya Hari – Goldman Sachs Amb ...

Qorvo, Inc. (NASDAQ:QRVO) J.P. Morgan's 50th Annual Global Technology, Media and Communications Conference May 23, 2022 1:50 PM ET Company Participants Robert Bruggeworth - CEO Grant Brown - Interim CFO Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Okay, good afternoon and welcome to J.P. Morgan's 50th Annual Technology, Media and Communications Conference.My name is Harlan Sur.I’m the semiconductor and semiconductor capital equipment analyst for the firm.Very pleased to have Bob Bruggeworth ...

Qorvo, Inc. (NASDAQ:QRVO) Q4 2022 Earnings Conference Call May 4, 2022 5:00 PM ET Company Participants Douglas DeLieto - Vice President, Investor Relations Bob Bruggeworth - President & Chief Executive Officer Grant Brown - Interim Chief Financial Officer Eric Creviston - President, Mobile Products Group Philip Chesley - President, Infrastructure & Defense Products Group Conference Call Participants Harlan Sur - JPMorgan Toshiya Hari - Goldman Sachs Blayne Curtis - Barclays Joe Moore - Morgan Stanley Edwar ...