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
Cristiano Amon – EVP of QUALCOMM Technologies The smartphone took away the entire portable consumer electronics industry ” mobile is so big of an industry, the smartphone is so big of an industry that the point it became the new … Continued
Derek Aberle 1.7 billion 3G/4G devices shipped in 2016 We estimate that approximately 1.7 billion 3G/4G devices were shipped in 2016, up approximately 10% year-over-year. For calendar 2017, we are reaffirming our estimated global 3G/4G device shipments of 1.75 billion … Continued
Yahoo’s (YHOO) CEO Marissa Mayer on Q2 2016 Results Marissa Mayer is proud of the last four years “As we work to conclude the strategic alternatives process, this groundwork will serve as a solid foundation for Yahoo!’s next chapter. I … Continued
QUALCOMM (QCOM) Steven M. Mollenkopf on Q2 2016 Results Derek K. Aberle – President Reducing estimates for device shipments “We are adjusting our estimate of calendar 2016 global 3G/4G device shipments to 1.625 billion to 1.725 billion devices, with year-over-year … Continued
McDonald’s (MCD) CEO Steve Easterbrook on Q4 2015 Results Our turnaround is starting to take hold “I am confident in the actions we are taking and attraction is beginning to take hold. Most importantly, customers are noticing a difference. Our … Continued
QUALCOMM (QCOM) Steven M. Mollenkopf on Q4 2015 Results Device shipments should grow 10% in 2016 “We estimate that global 3G/4G device shipments will grow approximately 14% in calendar 2015 and 10% in calendar 2016 at the midpoint, driven primarily … Continued
Six initiatives to realign the company Our strategic realignment plan is designed to enable us to extend our core strengths and deliver value for our customers and stockholders in more efficient and powerful ways. The plan has six key initiatives: … Continued
Steve Mollenkopf – CEO I think we’ve benefited a lot from the fabless model “I think the fabless model served us well actually. The ability to concentrate our R&D dollars in the area that gives us differentiation is very important. … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha 3G/4G device demand continues … Continued