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Conference Calls

Monthly Conference Calls

Charter Equity Research holds a one hour conference call every month covering a variety of topics in the wireless/telecom industry including results from detailed studies, one-on-one discussions with key executives, management roundtable discussions and in-depth analyses and forecasts.  Email transcripts are sent following each conference call.  All calls are open for direct questions from investor participants.

Conference calls hosted by our Principal Analyst include:

Company Management Discussions:

pdf-sm.gif Discussion with Qualcomm (QCOM) Management. Conference Call Transcript.
Guest Speakers: Steve Mollenkopf, Executive Vice President and President of CDMA Technologies (QCT), Qualcomm and Warren Kneeshaw, Vice President, Investor Relations, Qualcomm
Hosts: Edward Snyder, Managing, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research
June 21, 2010

pdf-sm.gif Fundamentals vs. Fears: What March quarterly reports reveal about the rest of 2010. Conference Call Transcript.
Hosts: Edward Snyder, Managing, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research
May 13, 2010

pdf-sm.gif Where reality deviates from consensus: a discussion with management on cash flow, share gains and progress towards its target operating model. Conference Call Transcript.
Guest Speakers: Dean Priddy, Chief Financial Officer, RF Micro Devices; Eric Creviston, CVP & President of Cellular Products Group, RF Micro Devices; Bob Van Buskirk, CVP & President of Multi Market Products Group
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research
March 31, 2010

pdf-sm.gif The Future of Android and its Influence on Smartphones. Conference Call Transcript.
Guest Speakers: Christy Wyatt, Corporate Vice President, Software and Services Product Management, Mobile Devices, Motorola and Dean Lindroth, Corporate Vice President of Investor Relations, Motorola
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
March 17, 2010

pdf-sm.gif Broadcom’s Strategy for Exploiting its Gains in Wireless. Conference Call Transcript.
Guest Speakers: Scott Bibaud, Senior Vice President and General Manager of Mobile Platforms Group, Broadcom and John Dryden, Vice President of Investor Relations
Host: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
March 11, 2010

pdf-sm.gif Post-Quarter Wrap Up Call: Are expectations outpacing results? What the data from earnings season tells us about 2010. Conference Call Transcript.
Host: Edward Snyder, Managing Director, Charter Equity Research
March 1, 2010

pdf-sm.gif 3Q09 Wrap Up: Androids and Asia, Not Inventories, Drive 2009 Results. Conference Call Transcript.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
November 19, 2009

pdf-sm.gif Blip or a trend? TriQuint’s quarter and a look at what’s ahead. Conference Call Transcript.
Guest Speaker: Ralph Quinsey, CEO and President, TriQuint Semiconductor
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
November 4, 2009

pdf-sm.gif Margin targets within reach as MPG recovers and RF content increases. Conference Call Transcript.
Guest Speakers: Eric Creviston, President of Cellular Products Group and Bob Van Buskirk, President of Multi-Market Products Group
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
September 29, 2009

pdf-sm.gif Post-Quarter Wrap Up Call: What 2Q09 and 12 years of Empirical Data Can Tell Us About 2H09. Conference Call Transcript.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
August 11, 2009

pdf-sm.gif PALM: What the Street is missing in the recovery story for Palm. Conference Call Transcript.
Guest Speakers: Doug Jeffries, Chief Financial Officer, Palm and Teri Klein, VP of Investor Relations, Palm
Host: Edward Snyder, Principal Analyst, Charter Equity Research
July 21, 2009

pdf-sm.gif ANADIGICS - Bouncing Back: The Likely Profile of Anadigics’ Recovery in Wireless. Conference Call Transcript.
Guest Speakers: Mario Rivas, President and CEO, Anadigics, Inc. and Tom Shields, CFO, Anadigics, Inc.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 15, 2009

pdf-sm.gif PALM Pre and WebOS: Why Apple, Research in Motion and Nokia Should Worry. Conference Call Transcript.
Guest Speakers:
Dave Vadasz, VP of Corporate Development, Palm
Pam Deziel, VP of Software Product Management, Palm
Teri Klein, VP of Investor Relations, Palm
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 29, 2009

pdf-sm.gif How a strong free cash flow model and leadership in analog products yield share gains long-term. Conference Call Transcript.
Guest Speaker: Jerald Fishman, President and Chief Executive Officer, Analog Devices
Hosts: Ed Snyder, Principal Analyst, Charter Equity Research and John Dryden, Senior Equity Analyst, Charter Equity Research
April 2, 2009

pdf-sm.gif Hype Versus Reality: Will Gains in Analog Result in 10% Sales Growth for Texas Instruments? A discussion with Art George, TXN’s SVP and Worldwide Manager for HPA. Conference Call Transcript.
Guest Speakers: Art George, SVP and Worldwide Manager HPA, Texas Instruments and Dave Pahl, Manager of Investor Relations, Texas Instruments
Host:Edward Snyder, Principal Analyst, Charter Equity Research
March 3, 2009

pdf-sm.gif Life at the End of the Whip: Dealing with Smartphones, Consolidation and the Inventory Burn in the Wireless Food Chain. Conference Call Transcript.
Guest Speakers: David Aldrich, Chief Executive Officer, Skyworks and Ralph Quinsey, Chief Executive Officer, Triquint
Host:Edward Snyder, Principal Analyst, Charter Equity Research
February 24, 2009

pdf-sm.gif A discussion with Mooly Eden, Intel's Vice President and General Manager of the Mobile Platforms Group, on growth opportunities, profitability, new markets, new platforms, the ramp of Atom, Wi-Max, and additional competitors as laptops, MIDs, and high end 3G terminals overlap. Conference Call Transcript.
Guest Speakers: Mooly Eden, Vice President and General Manager Mobile Platforms, and Reuben Gallegos, Investor Relations, Intel Corporation
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research, and John Dryden, Senior Equity Analyst, Charter Equity Research
January 26, 2009

pdf-sm.gif A Fireside Chat with Executives from the RF Semiconductor Industry Conference Call Transcript.
Guest Speakers: Ralph Quincy, Chief Executive Officer, Triquint and Bob Van Bus Kirk, Head of MPG, RF Micro Devices
Host: Edward Snyder, Principal Analyst, Charter Equity Research
December 9, 2008

pdf-sm.gif A discussion with Scott McGregor, Broadcom's Chief Executive Officer, on growth opportunities, profitability, and why the platform approach leads to market share expansion. Conference Call Transcript.
Guest Speakers: Scott McGregor, President and Chief Executive Officer, and Andrew Liersch, Investor Relations, Broadcom Corporation
Host: John Dryden, Senior Equity Analyst, Charter Equity Research
November 10, 2008

pdf-sm.gif How the GE approach has helped Altera achieve industry leading margins and a discussion of FPGA revenue growth opportunities with Altera’s CFO. Conference Call Transcript.
Guest Speakers: Timothy Morse, Chief Financial Officer, and Scott Wylie, Director of Investor Relations, Altera Corporation
Host: John Dryden, Senior Equity Analyst, Charter Equity Research
November 14, 2008

pdf-sm.gif Nokia Intra-Quarter Conference Call Transcript.
Guest Speakers: Alex Lambeek, Nokia’s Vice President for Entry Level Phones and Matt Shimao, Nokia’s Senior Manager of Investor Relations
Host: Edward Snyder, Principal Analyst, Charter Equity Research
October 30, 2008

pdf-sm.gif What’s the ticket for NSM’s return to growth? Will Power Efficiency be enough? A discussion with NSM’s COO, Donald Macleod Conference Call Transcript.
Guest Speakers: Donald Macleod, President and Chief Operating Officer, National Semiconductor and Mark Veigh, Manager of Investor Relations, National Semiconductor
Hosts: John Dryden Senior Equity Analyst, Charter Equity Research
July 10, 2008

pdf-sm.gif What’s it going to take to fix MOT? From the architect of the rebound that gave us the RAZR; Chris Galvin, former Motorola CEO. Conference Call Transcript.
Guest Speaker: Chris Galvin, Former CEO, Motorola
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 16, 2008

pdf-sm.gif STMicroelectronics:Leveraging Nokia to gain a wider role in wireless. Conference Call Transcript.
Guest Speakers:
Tommy Uhari, Executive Vice President and General Manager of the Mobile, Multimedia, and Communications Business, STMicroelectronics
Monica de Virgiliis, Group Vice President and General Manager of the Wireless Multimedia Division, STMicroelectronics
Stan March, Group Vice President of the Investor Relations, STMicroelectroncis
Host: John Dryden, Senior Equity Analyst, Charter Equity Research
March 13, 2008

pdf-sm.gif Post December '07 Quarter Wireless and Semiconductor Industry Analysis: A detailed look at the operating, financial, and valuations trends in the wireless and semiconductor industry. Conference Call Transcript..
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research and John Dryden Senior Equity Analyst, Charter Equity Research
March 5, 2008

pdf-sm.gif Is High Performance Analog (HPA) the ticket for TXN’s return to growth? Conference Call Transcript..
Guest Speakers: Gregg A. Lowe, Senior Vice President, Analog, Texas Instruments Incorporated and Scott Roller, Director, Investor Relations, Texas Instruments Incorporated
Host: John Dryden, Senior Analyst, Charter Equity Research
February 28, 2008

winmusic.gif Semiconductor Food Chain Part II: CEO roundtable discussion with Ralph Quinsey, CEO of Triquint and Bami Bastani, CEO of Anadigics
The second in our series of conference calls on the RF Food Chain: TriQuint and Anadigics discuss strategic and technical changes they and the industry are facing in 2008.
January 16, 2008

pdf-sm.gif Semiconductor Food Chain Part II: CEO roundtable discussion with Ralph Quinsey, CEO of Triquint and Bami Bastani, CEO of Anadigics. Conference Call Transcript
The second in our series of conference calls on the RF Food Chain: TriQuint and Anadigics discuss strategic and technical changes they and the industry are facing in 2008.
January 16, 2008
 
winmusic.gif RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro Devices. Conference Call Transcript
The second in our series of conference calls on the RF Food Chain: TriQuint and Anadigics discuss strategic and technical changes they and the industry are facing in 2008.
December 14, 2007

pdf-sm.gif RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro Devices
A candid discussion with the CEO’s of Skyworks and RF Micro Devices on new entrants, technical differences and the competitive realities facing the RF semiconductor industry.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
December 14, 2007

winmusic.gif Post 3Q07 Wireless and Semiconductor Industry Analysis
A detailed look at operating, financial and valuation trends in the wireless and semiconductor industries.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 30, 2007

pdf-sm.gif Post 3Q07 Wireless and Semiconductor Industry Analysis
A detailed look at operating, financial and valuation trends in the wireless and semiconductor industries.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 30, 2007

winmusic.gifA discussion with Nortel’s Chief Strategy Officer, George Riedel
Host: Edward Snyder, Principal Analyst, Charter Equity Research
October 11, 2007

pdf-sm.gif A discussion with Nortel’s Chief Strategy Officer, George Riedel
Host: Edward Snyder, Principal Analyst, Charter Equity Research
October 11, 2007

winmusic.gif Apple's iPhone: Newton or Nano? Part II
An update to our iPhone thesis from June 28, 2007.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007

pdf-sm.gif Apple's iPhone: Newton or Nano? Part II
An update to our iPhone thesis from June 28, 2007.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007

pdf-sm.gif Apple's iPhone: Newton or Nano? Part II. Conference Call Transcript
An update to our iPhone thesis from June 28, 2007.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007

winmusic.gif Post 2Q07 Wrap Up of the Wireless Industry
Sea Changes in Cellular: Phones, Systems and Licensing.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
August 23, 2007

pdf-sm.gif Post 2Q07 Wrap Up of the Wireless Industry
Sea Changes in Cellular: Phones, Systems and Licensing.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
August 23, 2007

winmusic.gif Apple's iphone - Newton or Nano?
iPhone’s Impact on Apple and the Handset Industry.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 29, 2007

pdf-sm.gif Apple's iphone - Newton or Nano?
iPhone’s Impact on Apple and the Handset Industry.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 29, 2007

winmusic.gif Post 1Q07 Wrap Up of the Wireless Industry
What the quarter results say about the near term prospects for MOT, NOK, Samsung and Sony Ericsson and the companies that supply to them.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 25, 2007

pdf-sm.gif Post 1Q07 Wrap Up of the Wireless Industry
What the quarter results say about the near term prospects for MOT, NOK, Samsung and Sony Ericsson and the companies that supply to them.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 25, 2007

winmusic.gif Joel Hackney, Nortel SVP, Conference Call
Can Mike Z. and the ‘GE Way’ repeat the Motorola turnaround at Nortel? We’ll assess whether the systematic approach that turned around Motorola can work at Nortel in a discussion with Joel Hackney, Nortel’s SVP of Global Operations and Quality.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
April 20, 2007

pdf-sm.gif Joel Hackney, Nortel SVP, Conference Call
Can Mike Z. and the ‘GE Way’ repeat the Motorola turnaround at Nortel? We’ll assess whether the systematic approach that turned around Motorola can work at Nortel in a discussion with Joel Hackney, Nortel’s SVP of Global Operations and Quality.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
April 20, 2007

winmusic.gif Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking America
Guest Speaker: Soren Petersen, SVP Mobile Phones
March 5, 2007

pdf-sm.gif Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking America
Guest Speaker: Soren Petersen, SVP Mobile Phones
March 5, 2007

winmusic.gif Zero-Sum Game or All Boats Rising
A discussion with the CEO's of ANAD, SWKS, and TQNT on the wireless food chain and whether the entire sector is ready for a run.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007

winmusic.gif Post September 2006 Quarter Wireless Industry Analysis
A detailed look at operating, financial and valuation trends in wireless.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 21, 2006

pdf-sm.gif Post September 2006 Quarter Wireless Industry Analysis (Slides to Audio Presentation)
A detailed look at operating, financial and valuation trends in wireless.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 21, 2006

winmusic.gif Nortel: Upside at Nortel, Mike Zafirovski’s Plan to Restructure and Exploit Merger Mania
Guest Speaker: Mike Zafirovski, CEO, Nortel Networks
August 25, 2006

Post June 2006 Quarter Wireless Industry Analysis
A detailed look at operating, financial and valuation trends in wireless.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 14, 2006

winmusic.gif Motorola: Winners & Losers in the Wireless Semiconductor Food Chain (Part 3)
Guest Speaker: Tim Cawley, Senior Vice President Mobile Devices Supply Chain, Motorola
January 4, 2006

winmusic.gif
RF Micro Devices / Anadigics: Winners & Losers in the Wireless Semiconductor Food Chain, a roundtable discussion (Part 2)
Guest Speakers: Eric Creviston, Corporate VP, Celluar Products Group, RF Micro Devices
Ali Khatibzadeh, VP, Wireless Business Unit, Anadigics
December 20, 2005

winmusic.gif TriQuint / Skyworks: Winners & Losers in the Wireless Semiconductor Food Chain (Part 1)
Guest Speakers: David Aldrich, CEO, Skyworks Solutions
Ralph Quinsey, CEO, TriQuint Semiconductor
December 16, 2005

winmusic.gif How Qualcomm Makes Money if 3G Fails
A Discussion with Dr. Paul E. Jacobs, CEO of Qualcomm.
Guest Speaker: Dr. Paul E. Jacobs, CEO, Qualcomm
September 21, 2005


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