Analyst Conference Calls Charter Equity Research holds one hour analyst conference calls covering a variety of topics in the technology industry, including results from detailed studies, one-on-one discussions with management, and in-depth analyses and forecasts. All conference calls are open for questions from investor participants, and transcripts and takeaways are sent to clients following each call.
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2024 - 2023 - 2022 - 2021 - 2020 - 2019 - 2018 - 2017 - 2016 - 2015 - 2014 - 2013 - 2012 - 2011 - 2010 - Historic Analyst Conference Calls (2009 – 2005)
2024
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Sizing the AI datacenter opportunity for SiC and GaN.
Hosts: Jack Egan, Research Analyst, Charter Equity Research and Edward Snyder, Managing Director, Charter Equity Research.
March 22, 2024
800V EVs: A luxury or a game-changer for EVs and SiC?
Hosts: Jack Egan, Research Analyst, Charter Equity Reserch and Edward Snyder, Managing Director, Charter Equity Research.
February 23, 2024
Update on Apple’s modem and what it means to RF suppliers.
Host: Edward Snyder, Managing Director, Charter Equity Research.
February 15, 2024
Stable duopoly or a melt down in margins? Implications of SWKS pushing into Android and QRVO into Apple.
Host: Edward Snyder, Managing Director, Charter Equity Research.
January 18, 2024
The likelihood and implications of oversupply in SiC devices.
Hosts: Jack Egan, Associate Analyst, Charter Equity Research and Edward Snyder, Managing Director, Charter Equity Research.
January 10, 2024
2023
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What our teardown of Huawei’s Mate 60 reveals about the future for SWKS, QRVO, QCOM and AVGO.
Host: Edward Snyder, Managing Director, Charter Equity Research.
November 16, 2023
Takeaways from Charter's teardown of iPhone 15: A Detailed Look at RF Components and Content
Host: Edward Snyder, Managing Director, Charter Equity Research.
September 27, 2023
Competitive Landscape for Silicon Carbide Semiconductors
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research.
August 29, 2023
A Discussion on RF Trends with Grant Brown, Chief Financial Officer, Qorvo, Frank Stewart, Senior Vice President of Advanced Cellular Group, Qorvo and Doug DeLieto, Vice President of Investor Relations, Qorvo.
Host: Edward Snyder, Managing Director, Charter Equity Research
May 11, 2023
What’s going on with RF, and who’s winning what in iPhone 15.
Host: Edward Snyder, Managing Director, Charter Equity Research
May 9, 2023
Apple’s baseband and its impact to RF suppliers.
Host: Edward Snyder, Managing Director, Charter Equity Research
March 30, 2023
Impact of Tesla's announcement on the SiC landscape.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
March 8, 2023
Handicapping speculation about changes to iPhone RF supplier base
Host: Edward Snyder, Managing Director, Charter Equity Research
January 10, 2023
2022
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Wolfspeed Post-Investor Day Teach-In.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
November 10, 2022
Charter’s Die-Level Teardown of the iPhone 14: A Detailed Look at RF Components and Content.
Host: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
September 19, 2022
SWKS: What to Expect for RF Content Growth Through 2024.
Host: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
Guests: Kris Sennesael, Chief Financial Officer, Skyworks, Carlos Bori, Senior Vice President of Sales and Marketing, Skyworks, and Mitch Haws, Vice President of Investor Relations, Skyworks
September 15, 2022
QRVO: A Breakdown of Qorvo’s Infrastructure and Defense Products Group.
Host: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
June 15, 2022
QCOM: What Apple and Samsung phones reveal about the prospect for mmWave and Qualcomm's RF business.
Host: Edward Snyder, Managing Director, Charter Equity Research
March 22, 2022
QRVO, SWKS, AVGO: What Samsung’s Phone Reorganization Means for RF Semiconductor Companies
Host: Edward Snyder, Managing Director, Charter Equity Research
March 3, 2022
QRVO, SWKS, AVGO, QCOM: RF Semiconductors: What to expect for 2022.
Host: Edward Snyder, Managing Director, Charter Equity Research
January 11, 2022
2021
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SWKS: RF Content Trends for 2022 with Carlos Bori, SVP of Sales and Marketing and Mitch Haws, VP of Investor Relations, Skyworks.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
December 2, 2021
AAPL, QRVO, SWKS, AVGO, QCOM: Charter's Die-Level Teardown of the iPhone 13.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
September 29, 2021
CREE: Mohawk Valley: Breaking down the impact of Cree's new fab through 2024.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
September 1, 2021
CREE, IFX, STM, ON, IIVI: Changes in the SiC Competitive Landscape
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
June 30, 2021
QRVO: RF Content Drivers Over the Next Two Years (and UWB) with Eric Creviston, President of Mobile Products, Qorvo, James Wilson, VP of Strategic Marketing, Mobile Products, Qorvo, and Kevin Schoenrock, Director of Strategy and Planning, Mobile Products, Qorvo
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
June 15, 2021
A Discussion on Qualcomm's Competitive Position in Cellular RF with Christian Block, SVP and GM of RF, Qualcomm and Durga Malladi, SVP and GM of 4G/5G, Qualcomm.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
May 12, 2021
A Discussion on Cree's Competitive Position in Silicon Carbide with Gregg Lowe, CEO, Cree and Neill Reynolds, CFO, Cree.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
April 8, 2021
Fixed Wireless Broadband: Quick Buck or Quicksand?
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Associate Analyst, Charter Equity Research
March 23, 2021
SWKS: A Discussion on 5G content growth and Skyworks’ top line with Kevin Walsh, Director of Mobile Product Marketing, Skyworks and Carlos Bori, Senior VP of Sales and Marketing, Skyworks
Host: Edward Snyder, Managing Director, Charter Equity Research
March 9, 2021
RF Semiconductors: What Skyworks’ report means for QRVO and AVGO
Hosts: Edward Snyder, Managing Director, Charter Equity Research
February 1, 2021
2020
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RF Semiconductors: Is Qualcomm’s RF a threat to other RF semi suppliers?
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Research Associate, Charter Equity Research
December 11, 2020
CREE: A Discussion on Cree's Operations.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Research Associate, Charter Equity Research
November 17, 2020
RF Semiconductors: Charter’s Teardown of the iPhone 12: A Detailed Look at RF Components and Content.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Jack Egan, Research Associate, Charter Equity Research
October 30, 2020
RF Semiconductors: What the iPhone 12 means for Qualcomm, mmWave, and RF Semiconductor Suppliers.
Host: Edward Snyder, Managing Director, Charter Equity Research
October 15, 2020
NOK: A Discussion with Nokia's CTO, Marcus Weldon on Deploying 5G
Host: Edward Snyder, Managing Director, Charter Equity Research
August 20, 2020
RF Semiconductors: Takeaways from SWKS, QRVO, QCOM and what it means for AVGO.
Host: Edward Snyder, Managing Director, Charter Equity Research
July 30, 2020
CREE: A detailed breakdown of competition in SiC.
Host: Edward Snyder, Managing Director, Charter Equity Research
June 30, 2020
iPhone 12 RFFE Content Predictions
Host: Edward Snyder, Managing Director, Charter Equity Research
June 18, 2020
A Discussion with Skyworks' Director of Mobile Product Marketing on 4G Adv Pro and 5G
Host: Edward Snyder, Managing Director, Charter Equity Research
June 9, 2020
A chat with Qorvo's CTO and Mobile GM on 5G, RF content, and competitive trends
Host: Edward Snyder, Managing Director, Charter Equity Research
June 5, 2020
The Competitive Landscape and Growth Prospects for SiC.
Host: Edward Snyder, Managing Director, Charter Equity Research
May 29, 2020
Is Qorvo leaving Apple, and Skyworks leaving Asia?
Host: Edward Snyder, Managing Director, Charter Equity Research
May 13, 2020
Broadcom: How it prospers through the trough.
Host: Edward Snyder, Managing Director, Charter Equity Research
April 16, 2020
Why SiC is more difficult, expensive, and valuable than silicon
Host: Edward Snyder, Managing Director, Charter Equity Research
April 2, 2020
Past Freefalls and Recoveries
Host: Edward Snyder, Managing Director, Charter Equity Research
March 26, 2020
Interpreting Qorvo's performance and prospects for '20.
Host: Edward Snyder, Managing Director, Charter Equity Research
January 31, 2020
Implications of AVGO/AAPL RF agreement.
Host: Edward Snyder, Managing Director, Charter Equity Research
January 27, 2020
Update on 5G with management at Verizon.
Host: Edward Snyder, Managing Director, Charter Equity Research
January 21, 2020
Implications of the sale of Broadcom's RF Business.
Host: Edward Snyder, Managing Director, Charter Equity Research
January 13, 2020
2019
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Huawei Mate 30 Pro 5G Teardown Takeaways.
Host: Edward Snyder, Managing Director, Charter Equity Research
December 10, 2019
Skyworks investor call with Kevin Walsh, Director of Mobile Product Marketing.
Host: Edward Snyder, Managing Director, Charter Equity Research
December 6, 2019
Four takeaways from Qorvo's Sep '19 report.
Host: Edward Snyder, Managing Director, Charter Equity Research
November 4, 2019
Initial Takeaways from recent iPhone 11 Teardowns.
Host: Edward Snyder, Managing Director, Charter Equity Research
September 25, 2019
iPhone 11 Content Predictions.
Host: Edward Snyder, Managing Director, Charter Equity Research
September 19, 2019
RF Content Growth in 5G Phones.
Host: Edward Snyder, Managing Director, Charter Equity Research
September 12, 2019
Winners and Losers in the RF Front End of the Galaxy S10 5G.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 28, 2019
Why Huawei can't ship flagship smartphones without the U.S.
Host: Edward Snyder, Managing Director, Charter Equity Research
July 30, 2019
The FTC ruling & its existential threat to Qualcomm
Host: Edward Snyder, Managing Director, Charter Equity Research
May 23, 2019
What Huawei ban means to RF Semis and Equipment Suppliers
Host: Edward Snyder, Managing Director, Charter Equity Research
May 20, 2019
A Discussion on 5G with Bill Stone
Host: Edward Snyder, Managing Director, Charter Equity Research
April 30, 2019
What the Qualcomm/Apple settlement means to the baseband and RF companies
Host: Edward Snyder, Managing Director, Charter Equity Research
April 18, 2019
A Discussion with James Klein, Head of IDP at Qorvo
Host: Edward Snyder, Managing Director, Charter Equity Research
March 13, 2019
Shadow Boxing the 5G Story: A discussion with Jonas Naslund, Head of Networks Strategy at Ericsson
Host: Edward Snyder, Managing Director, Charter Equity Research
February 21, 2019
2018
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What Skyworks BAW means to Qorvo and Broadcom
Host: Edward Snyder, Managing Director, Charter Equity Research
November 9, 2018
iPhone Update: Initial takeaways from recent iPhone XR teardown
Host: Edward Snyder, Managing Director, Charter Equity Research
October 30, 2018
iPhone Update: Initial takeaways from recent iPhone XS teardown
Host: Edward Snyder, Managing Director, Charter Equity Research
September 25, 2018
Takeaways and Implications from Broadcom's Earnings Call
Host: Edward Snyder, Managing Director, Charter Equity Research
September 7, 2018
What to expect from the August 1 report
Host: Edward Snyder, Managing Director, Charter Equity Research
August 1, 2018
Implications of RF Reports
Host: Edward Snyder, Managing Director, Charter Equity Research
May 4, 2018
Qorvo and the Giant Peach (aka SuperPAD)
Host: Edward Snyder, Managing Director, Charter Equity Research
March 23, 2018
Parsing Truth and Fiction
Host: Edward Snyder, Managing Director, Charter Equity Research
March 13, 2018
MWC Debrief and Takeaways
Host: Edward Snyder, Managing Director, Charter Equity Research
March 8, 2018
Takeaways and Implications from Qorvo's Conference Call
Host: Edward Snyder, Managing Director, Charter Equity Research
February 1, 2018
A discussion of Qualcomm's claims about its position and potential in RF and 5G
Host: Edward Snyder, Managing Director, Charter Equity Research
January 25, 2018
2017
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Post 3Q 2017 Conference Call Wrap Up & Initial Takeaways From Our iPhone Teardowns
Host: Edward Snyder, Managing Director, Charter Equity Research
December 14, 2017
Initial Takeaways From Recent iPhone X Teardowns
Host: Edward Snyder, Managing Director, Charter Equity Research
November 3, 2017
RF Content Implications of iPhone 8 and X
Host: Edward Snyder, Managing Director, Charter Equity Research
September 25, 2017
Post 2Q 2017 Conference Call Wrap Up
Host: Edward Snyder, Managing Director, Charter Equity Research
August 17, 2017
Who Wins What & Where in iPhone 8 RF Section
Host: Edward Snyder, Managing Director, Charter Equity Research
July 13, 2017
iPhone Content Update Call – MWC Feedback
Host: Edward Snyder, Managing Director, Charter Equity Research
March 21, 2017
What's happening in the RF Semiconductor Sector
Host: Edward Snyder, Managing Director, Charter Equity Research
February 3, 2017
2016
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Is Broadcom divesting BAW? A detailed look at the data points
Host: Edward Snyder, Managing Director, Charter Equity Research
December 7, 2016
Post 3Q 2016 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Good fundamentals plagued by confusion, uncertainty and doubt.
Host: Edward Snyder, Managing Director, Charter Equity Research
November 22, 2016
Note 7 Cancellation Impact on RF Semis, Baseband, Wireless Charging
Host: Edward Snyder, Managing Director, Charter Equity Research
October 11, 2016
iPhone Update
Content, configurations, coming attractions
Host: Edward Snyder, Managing Director, Charter Equity Research
October 11, 2016
History of iPhone Content Growth
Predictions for iPhone 7, 7S and 8
Host: Edward Snyder, Managing Director, Charter Equity Research
August 30, 2016
Post 2Q 2016 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Growth Overshadowed by Execution.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 24, 2016
What’s Going on in RF Semis?
Solid conclusions based on reports and channel feedback
Host: Edward Snyder, Managing Director, Charter Equity Research
August 3, 2016
5G: A boon to RF, a bust to baseband. A Discussion with the Head of Strategy & Business Development at Ericsson Business Unit Radio
Host: Edward Snyder, Managing Director, Charter Equity Research
June 1, 2016
Mark to Market on iPhone 6S, Content Update on iPhone 7 - Transcript and Takeaways
Host: Edward Snyder, Managing Director, Charter Equity Research
March 8, 2016
Post 4Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Impact of the China Contagion on Equipment and Semiconductor Stocks.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 17, 2016
Ed Snyder's View of the Qualcomm/TDK Joint Venture Announcement
Host: Edward Snyder, Managing Director, Charter Equity Research
January 13, 2016
2015
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Post 3Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Rebounding from the bottom.
Host: Edward Snyder, Managing Director, Charter Equity Research
November 24, 2015
iPhone 6S & 7 Supplier Content Predictions
Content Predictions for iPhone 6S & iPhone 7.
Host: Edward Snyder, Managing Director, Charter Equity Research
September 16, 2015
Post 2Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: How deep is the dip? Assessing the slowdown, estimating the recovery.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 18, 2015
Multiplexing Filters Conference Call
Why Avago is going to win on iPhone 7.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 6, 2015
QRVO, SWKS, AVGO
What is really going on with wireless.
Host: Edward Snyder, Managing Director, Charter Equity Research
July 31, 2015
Post 1Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Growth to Value, Wall Street to Wall Mart Street.
Host: Edward Snyder, Managing Director, Charter Equity Research
June 5, 2015
Ericsson Strategic Discussion Conference Call
A Strategic Discussion with Christian Hedelin, Head of Radio Strategy Group at Ericsson.
Host: Edward Snyder, Managing Director, Charter Equity Research
May 11, 2015
Diversity Receive Module Conference Call
Diversity Receive Modules:
The next big increase in RF content.
Host: Edward Snyder, Managing Director, Charter Equity Research
March 18, 2015
Post 4Q 2014 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Companies continue to deliver solid margins, boosting EPS.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 13, 2015
Charter Equity Research QRVO, QCOM Conference Call
Wireless and Semiconductor Industry Analysis: Qorvo, Qualcomm and the end game for RF360.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 5, 2015
2014
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Post Q3 2014 Conference Call Wrap UpWireless and Semiconductor Industry Analysis: LTE, Apple and Eastern Expansion.Host: Edward Snyder, Managing Director, Charter Equity Research November 13, 2014
iPhone 6 Supplier Content PredictionsHost: Edward Snyder, Managing Director, Charter Equity Research September 15, 2014
Post 2Q 2014 Conference Call Wrap UpRapidly Shifting Landscapes.Host: Edward Snyder, Managing Director, Charter Equity Research August 7, 2014
Post 1Q 2014 Conference Call Wrap UpA look at handset demand, RF content at major smartphone manufacturers and its effect on the semiconductor food chain.Host: Edward Snyder, Managing Director, Charter Equity Research May 13, 2014
TQNT/RFMD merger implications: A discussion with Ralph Quinsey, CEO of TriQuintGuest Speaker: Ralph Quinsey, CEO of TriQuint. Host: Edward Snyder, Managing Director, Charter Equity Research March 6, 2014
Implications of the RF Micro Devices/TriQuint MergerHost: Edward Snyder, Managing Director, Charter Equity Research February 25, 2014
2013
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Post 4Q 2013 Conference Call Wrap UpPicking Winners in a Slowing Market.Host: Edward Snyder, Managing Director, Charter Equity Research February 19, 2014
Post September 2013 Quarter Wireless and Semiconductor Industry AnalysisGrowth to Value: The Changing Tide of Technology.Host: Edward Snyder, Managing Director, Charter Equity Research November 19, 2013
iPhone 5S/5C – Teardown AnalysisHosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research September 23, 2013
Handset Filters with Tim Dunn from TriquintGuest Speaker: Tim Dunn, VP of Mobile Devices, TriQuint Semiconductor. Host: Edward Snyder, Managing Director, Charter Equity Research September 19, 2013
iPhone 5S & 5C Supplier Content ForecastsHost: Edward Snyder, Managing Director, Charter Equity Research September 17, 2013
Post June 2013 Quarter Wireless and Semiconductor Industry AnalysisBig Picture View on Handsets and the Effect on the Semiconductor Sector.Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research August 8, 2013
Post March 2013 Quarter Wireless and Semiconductor Industry AnalysisSamsung & LTE vs. Apple & the Weak Economy.Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research May 9, 2013
RF CMOS Component Series Part 2A discussion on RF CMOS and Envelope Tracking in Handsets.Guest Speakers: John Diehl, CEO, Black Sand Technologies and Vikas Vinayak, CEO & Co-Founder, Quantance. Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research March 14, 2013
RF CMOS Component Series Part 1A discussion on Envelope Tracking in Handsets.Guest Speaker: Tim Haynes, CEO, Nujira. Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research March 13, 2013
QCOM’s RF360 Isn’t What It SeemsCharter Equity Conference Call: Qualcomm’s Plunge into the RF Front End Isn’t What It Seems.Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research February 22, 2013
2012
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Post December 2012 Quarter Wireless and Semiconductor Industry Analysis Navigating a sea of change – spotting opportunities in a globalized world.Host: Edward Snyder, Managing Director, Charter Equity Research February 14, 2013
Post September 2012 Quarter Wireless and Semiconductor Industry Analysis Down and to the right: What September’s reports reveal about the state of global affairs.Host: Edward Snyder, Managing Director, Charter Equity Research November 19, 2012
Post June 2012 Quarter Wireless and Semiconductor Industry AnalysisHandset market, iPhone 5 and the economy: What June reports mean in a mixed macro-economic environment.Host: Edward Snyder, Managing Director, Charter Equity Research August 2, 2012
RF Micro Devices Management Conference Call with Eric CrevistonRF Micro Devices: The big win on iPhone 5 and what it means for 2H12. A discussion with Eric Creviston.Guest Speaker: Eric Creviston, VP and President, Cellular Product Group, RF Micro Devices. Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research June 20, 2012
TriQuint Management Conference Call with Tim DunnTriQuint: Riding a rebound at Samsung and Apple. A strategic discussion with Tim Dunn, VP of Mobile Devices, TriQuint Semiconductor.Guest Speaker:Tim Dunn, VP of Mobile Devices, TriQuint Semiconductor. Host: Edward Snyder, Managing Director, Charter Equity Research June 14, 2012
Skyworks Management Conference Call with Dave AldrichHow has Skyworks managed to stay on top year after year? A strategic discussion with Dave Aldrich, CEO of SWKS.Guest Speaker: Dave Aldrich, CEO of Skyworks. Host: Edward Snyder, Managing Director, Charter Equity Research June 6, 2012
Post March 2012 Quarter Wireless and Semiconductor Industry AnalysisIdentifying Growth Opportunities in a Challenging Economy.Host: Edward Snyder, Managing Director, Charter Equity Research May 24, 2012
Qualcomm Management Conference Call with Craig BarrattThe looming battle in connectivity: How Qualcomm leverages its baseband strength to win in connectivity: Getting into the Details with Craig Barratt, President of Qualcomm Atheros.Guest Speaker: Craig Barratt, President of Qualcomm Atheros. Host: Edward Snyder, Managing Director, Charter Equity Research March 16, 2012
2011
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Post December 2011 Quarter Wireless and Semiconductor Industry AnalysisSmartphones, LTE, and iPhone 5: Stock Picks in Hardware and Semiconductors for 2012: What December quarterly reports tell us about next year’s trends.Host: Edward Snyder, Managing Director, Charter Equity Research February 16, 2012
Post 11Q2 Conference Call Wrap Up - Share shifts in smartphones and semiconductors: What June 2011 quarterly reports reveal about 2011Host: Edward Snyder, Managing Director, Charter Equity Research August 11, 2011
Post 11Q1 Conference Call Wrap Up – Easy Gains are Over: What March 2011 quarterly reports reveal about 2011Host: Edward Snyder, Managing Director, Charter Equity Research May 10, 2011
2010
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Post September 2010 Quarter - Rising Tide or Roaring into the Peak: What September quarterly reports reveal about 2011Host: Edward Snyder, Managing Director, Charter Equity Research November 12, 2010
Post June 2010 Quarter - Fundamentals vs Fears: What June quarterly reports reveal about the rest of 2010Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research August 25, 2010
Discussion with Qualcomm ManagementGuest 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 Director, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research June 21, 2010
Where reality deviates from consensus: A discussion with management on cash flow, share gains and progress towards its target operating modelGuest 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 SmartphonesGuest 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 WirelessGuest Speakers: Scott Bibaud, Senior Vice President and General Manager of Mobile Platforms Group, Broadcom and John Dryden, Vice President of Investor Relations. Hosts: 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 2010Host: Edward Snyder, Managing Director, Charter Equity Research March 1, 2010
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