Earnings Call Digest 7.20.17

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Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. Click … Continued

Qualcomm 2Q17 Earnings Call Notes

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Steve Mollenkopf Millimeter wave will be table stakes for 2019 5G launches “We now believe that both millimeter ways and sub-6 gigahertz capability will be table stakes for 2019 5G launches. The modem technology and complexity is increasing and we … Continued

Unilever 2Q17 Earnings Call Notes

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Paul Polman Significant disruption in a number of markets “In the short-term, there has been some significant disruptions in a number of markets. Political uncertainty is high in several countries. This is hampering their recovery. This is particularly so in … Continued

CSX 2Q17 Earnings Call Notes

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Hunter Harrison – President and CEO Frank Lonegro A few markets will experience y/y volume declines ” a few of our markets will experience year-over-year volume declines in the third quarter due to market specific headwinds you’re very familiar with. … Continued

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