Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to _____ Commission File Number 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or othe ...

Qorvo, Inc. (NASDAQ:QRVO) Q3 2024 Earnings Conference Call January 31, 2024 5:00 PM ET Company Participants Douglas DeLieto - Vice President, Investor Relations Robert Bruggeworth - President and Chief Executive Officer Grant Brown - Senior Vice President and Chief Financial Officer Dave Fullwood - Senior Vice President, Sales & Marketing Conference Call Participants Toshiya Hari - Goldman Sachs Ruben Roy - Stifel Nicolaus Edward Snyder - Charter Equity Research Karl Ackerman - BNP Paribas Srini Pajjuri - R ...

Qorvo, Inc. (NASDAQ:QRVO) UBS Global Technology Conference November 29, 2023 2:55 PM ET Company Participants Frank Stewart - SVP and President of Advanced Cellular Douglas DeLieto - Vice President, Investor Relations Dave Fullwood - Senior Vice President, Sales & Marketing Conference Call Participants Tim Arcuri - UBS Tim Arcuri I am Tim Arcuri. I'm a semicon analyst here at UBS. Very happy to have Qorvo next. And we have, Frank Stewart, who is the SVP and President of the ACS, the Advanced Cellular Group. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to _____ Commission File Number 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or oth ...

财务数据和关键指标变化 - 公司第二季度收入为11亿美元，非GAAP毛利率为47.6%，非GAAP稀释每股收益为2.39美元，均超出8月指导的高端 [27][31] - 收入较上季度增长约70%，主要受益于最大客户的内容增加 [27] - 自由现金流为6400万美元，资本支出为2900万美元 [32] 各条业务线数据和关键指标变化 - ACG（应用产品组）毛利率为34%，HPA（高功率应用组）为17%，CSG（客户解决方案组）为负27% [31] - CSG的负毛利率主要受到生物技术部门的影响，该部门在本季度产生50万美元的收入，减少了约700万美元的运营收入 [31] 各个市场数据和关键指标变化 - 在防务和航空航天市场，增加了X波段发射和接收FEM的出货量，并获得了新的C波段雷达项目的订单 [19] - 在基础设施市场，获得了Tier-1基站OEM的订单，支持下一代5G大规模MIMO无线电 [20] - 在汽车应用中，获得了德国Tier-1汽车制造商的多项设计胜利，预计该项目的生命周期价值超过2.5亿美元 [21] 公司战略和发展方向和行业竞争 - 公司在多个市场中受益于技术升级周期，包括航空航天、汽车、基站和智能家居等 [9] - 公司正在引领DOCSIS 4.0的过渡，并继续为基站客户提供更高水平的功能集成 [10] - 公司在超宽带技术方面取得了显著进展，预计将推动智能家居设备的互操作性和采用 [14] 管理层对经营环境和未来前景的评论 - 管理层表示，尽管客户需求环境有所改善，但整体市场尚未复苏，未来的增长将依赖于设计胜利和库存的清理 [18] - 管理层对未来的展望保持乐观，预计2024财年的收入将高于2023财年 [36] 其他重要信息 - 公司在减少渠道库存方面采取了积极措施，预计在12月季度将继续改善 [35] - 公司在未来的几个季度中，预计毛利率将逐步回升至50%以上 [29][36] 问答环节所有提问和回答 问题: 关于2025财年的毛利率轨迹 - 管理层表示，毛利率受多种因素影响，包括收入组合和生产成本，不能仅以绝对收入水平来判断 [40] 问题: 关于第四季度的季节性趋势 - 管理层指出，尽管预计会有季节性下降，但由于最大客户的需求，整体表现可能会好于季节性预期 [46][47] 问题: 关于中国市场的竞争环境 - 管理层表示，尽管中国市场竞争激烈，但公司在技术和客户关系方面仍保持优势 [105] 问题: 关于超宽带市场的机会 - 管理层对超宽带市场的前景表示乐观，预计将推动汽车和智能手机的广泛采用 [66] 问题: 关于库存管理的目标 - 管理层提到，目标是实现每年四次的库存周转率 [68]

Qorvo, Inc. (NASDAQ:QRVO) Goldman Sachs Communacopia + Technology Conference September 7, 2023 6:45 PM ET Company Participants Grant Brown - CFO Frank Stewart - SVP, President Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari Great. I'd like to get started. Good afternoon, everyone. Thank you so much for coming. I'm Toshiya Hari. I cover the semiconductor space at Goldman Sachs. Very excited to have the team from Qorvo with us this afternoon. We have Grant Brown, Chief Financial Officer ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 1, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to _____ Commission File Number 001-36801 Qorvo, Inc. (Exact name of registrant as specified in its charter) Delaware 46-5288992 (State or other jur ...

Qorvo, Inc. (NASDAQ:QRVO) Q1 2024 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Douglas DeLieto - Vice President, Investor Relations Robert Bruggeworth - President and Chief Executive Officer Grant Brown - Senior Vice President and Chief Financial Officer Dave Fullwood - Senior Vice President, Sales & Marketing Conference Call Participants Karl Ackerman - BNP Paribas Ruben Roy - Stifel Nicolaus Gary Mobley - Wells Fargo Srini Pajjuri - Raymond James Vivek Arya - Bank of America Sec ...

Qorvo, Inc. (NASDAQ:QRVO) TD Cowen 51st Annual Technology, Media & Telecom Conference Transcript June 1, 2023 9:05 AM ET Executives Eric Creviston - Corporate Vice President and President, Mobile Products Phil Chesley - Corporate Vice President and President, Infrastructure and Defense Products Doug DeLieto - Vice President, Investor Relations Analysts Matt Ramsay - TD Cowen Matt Ramsay All right. Maybe -- hopefully you guys can hear me. I will just shout, if you can. Good morning, everybody. Welcome to the ...

Qorvo, Inc. (NASDAQ:QRVO) 51st Annual JPMorgan Global Technology, Media and Communications Conference Call May 24, 2023 8:40 AM ET Company Participants Bob Bruggeworth - President & Chief Executive Officer Frank Stewart - President of Qorvo's Advanced Cellular Group Doug DeLieto - Vice President of Investor Relations Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Okay, good morning. Let’s go ahead and get started. Welcome to the third day of JPMorgan's 51st Annual Technology ,Media and Commun ...