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:
 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Semiconductor Food Chain Part II: CEO roundtable discussion with Ralph Quinsey, CEO of Triquint and Bami Bastani, CEO of AnadigicsThe 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 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 RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro Devices. Conference Call TranscriptThe 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 RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro DevicesA 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 Post 3Q07 Wireless and Semiconductor Industry AnalysisA 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 Post 3Q07 Wireless and Semiconductor Industry AnalysisA detailed look at operating, financial and valuation trends in the wireless and semiconductor industries.Host: Edward Snyder, Principal Analyst, Charter Equity Research November 30, 2007A discussion with Nortel’s Chief Strategy Officer, George RiedelHost: Edward Snyder, Principal Analyst, Charter Equity Research October 11, 2007 A discussion with Nortel’s Chief Strategy Officer, George RiedelHost: Edward Snyder, Principal Analyst, Charter Equity Research October 11, 2007 Apple's iPhone: Newton or Nano? Part IIAn update to our iPhone thesis from June 28, 2007.Host: Edward Snyder, Principal Analyst, Charter Equity Research September 12, 2007 Apple's iPhone: Newton or Nano? Part IIAn update to our iPhone thesis from June 28, 2007.Host: Edward Snyder, Principal Analyst, Charter Equity Research September 12, 2007 Apple's iPhone: Newton or Nano? Part II. Conference Call TranscriptAn update to our iPhone thesis from June 28, 2007.Host: Edward Snyder, Principal Analyst, Charter Equity Research September 12, 2007 Post 2Q07 Wrap Up of the Wireless IndustrySea Changes in Cellular: Phones, Systems and Licensing.Host: Edward Snyder, Principal Analyst, Charter Equity Research August 23, 2007 Post 2Q07 Wrap Up of the Wireless IndustrySea Changes in Cellular: Phones, Systems and Licensing.Host: Edward Snyder, Principal Analyst, Charter Equity Research August 23, 2007 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 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 Post 1Q07 Wrap Up of the Wireless IndustryWhat 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 Post 1Q07 Wrap Up of the Wireless IndustryWhat 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 Joel Hackney, Nortel SVP, Conference CallCan 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 Joel Hackney, Nortel SVP, Conference CallCan 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 Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking AmericaGuest Speaker: Soren Petersen, SVP Mobile Phones March 5, 2007 Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking America Guest Speaker: Soren Petersen, SVP Mobile Phones March 5, 2007 Zero-Sum Game or All Boats RisingA 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 Post September 2006 Quarter Wireless Industry AnalysisA detailed look at operating, financial and valuation trends in wireless.Host: Edward Snyder, Principal Analyst, Charter Equity Research November 21, 2006 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 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 AnalysisA detailed look at operating, financial and valuation trends in wireless.Host: Edward Snyder, Principal Analyst, Charter Equity Research June 14, 2006 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
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 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 How Qualcomm Makes Money if 3G FailsA Discussion with Dr. Paul E. Jacobs, CEO of Qualcomm.Guest Speaker: Dr. Paul E. Jacobs, CEO, Qualcomm September 21, 2005
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