公司概况 - Qorvo是全球领先的无线、有线和电源市场技术和产品开发与商业化公司[10] - 公司在2023财年第二季度更新了组织结构，从两个运营部门（移动产品和基础设施与国防产品）调整为三个运营部门（高性能模拟、连接性和传感器组和先进蜂窝组）[11] - 公司的业务涵盖移动设备、蜂窝基础设施、电源管理和转换、物联网、智能家居、国防和航空航天以及汽车等多个市场领域[17] - 公司拥有全球供应链，每天发货数百万个单位[45] - 公司员工数量超过8500人，分布在23个国家[64] - 公司致力于招聘、留住和培养多样化的全球员工[66] - 公司提供竞争性的薪酬和福利计划，以吸引、激励和留住员工[65] 竞争对手和知识产权 - 公司主要竞争对手包括Analog Devices, Inc.; Infineon Technologies AG; MACOM Technology Solutions Holdings, Inc.; NXP Semiconductors N.V.; ON Semiconductor Corporation; STMicroelectronics N.V.; Sumitomo Electric Device Innovations; Texas Instruments, Inc.; 和 Wolfspeed, Inc.[58] - 公司拥有大约2250项专利，有效期在2023年至2041年之间[61] - 公司依赖知识产权组合保护知识产权，可能面临第三方侵权风险[177] 安全和环境 - 公司重视安全、健康和员工福祉，致力于提供安全的工作环境和健康福利计划[71] - 公司遵守各国政府的环境法规，努力提高制造过程的环境方面[76] - 公司的网络安全计划建立在ISO和国家标准与技术框架之上[80] - Qorvo的网络安全计划包括年度网络安全预算规划[82] - Qorvo与同行组织、行业团体和联邦机构定期分享网络安全信息[83] 财务风险 - 公司的全球运营和业务可能会受到自然灾害、工业事故、网络安全事件、电信故障、电力或水资源短缺、极端天气条件、公共卫生问题（包括COVID-19大流行）、恐怖袭击、政治和/或社会动荡、战争或其他军事行动、政治或监管问题以及其他人为灾害或灾难性事件的影响[117] - 公司的债务风险包括可能无法产生足够现金支付债务、资本支出，可能被迫采取其他措施满足债务义务，这可能不利于公司[172] - 公司的债务偿还和资金需求取决于未来现金生成能力和财务状况，可能面临流动性问题，需要重新融资或重组债务[173] - 公司的债务协议和高级票据的条款限制了公司的运营和财务灵活性[174] - 公司的信贷协议要求遵守一定的财务维持契约，如果无法遵守可能导致债务违约[175] 市场风险 - 公司在中国市场取得了iPhone销售收入创纪录，达到了967.7亿美元[110] - 公司在全球范围内的销售和运营面临着国际销售和运营的风险[163] - 公司在中国拥有大部分的组装和测试能力，中国政府的经济监管可能对公司的业务和运营结果产生不利影响[167] - 公司可能受到美国与中国或其他国家之间关税、出口限制或其他贸易措施的影响，可能导致销售、业务和运营结果受到重大不利影响[171] 生产设施和设备 - 我们的主要生产设施包括位于北卡罗来纳州格林斯伯勒、俄勒冈州希尔斯伯勒和德克萨斯州理查森的晶圆制造设施[203] - 在2021财年，我们关闭了德克萨斯州法默斯布兰奇的BAW制造设施，并在2023财年将其列为待售资产[204] - 我们认为我们的设施保养良好，设备齐全，适合目前的运营需求，但会持续评估业务和设施，可能会在未来扩建、增加或处置设施[205]

Qorvo, Inc. (NASDAQ:QRVO) Q4 2023 Results Conference Call May 3, 2023 5:00 PM ET Company Participants Douglas DeLieto - VP, IR Bob Bruggeworth - President and CEO Grant Brown - CFO Dave Fullwood - SVP, Sales and Marketing Conference Call Participants Toshiya Hari - Goldman Sachs Gary Mobley - Wells Fargo Securities Vivek Arya - Bank of America Karl Ackerman - BNP Edward Snyder - Charter Equity Matt Ramsay - Cowen & Company Ambrish Srivastava - BMO Capital Ruben Roy - Stifel Srini Pajjuri - Raymond James Ati ...

Qorvo, Inc. (NASDAQ:QRVO) Raymond James 44th Annual Institutional Investors Conference March 7, 2023 10:25 AM ET Company Participants Grant Brown - CFO Doug DeLieto - VP of IR Conference Call Participants Srinivas Pajjuri - Raymond James Srinivas Pajjuri Okay, thanks, everyone. And good morning. I am Srini Pajjuri, I'm the Semiconductor Analyst here. And I want to welcome you to Raymond James Institutional Investor Conference. We have Qorvo with us this morning. From Qorvo, we have Grant Brown, the CFO, and ...

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 31, 2022 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 2023 Results Conference Call February 1, 2023 5:00 PM ET Company Participants Douglas DeLieto - VP, IR Bob Bruggeworth - President and CEO Grant Brown - CFO Dave Fullwood - SVP, Sales and Marketing Conference Call Participants Toshiya Hari - Goldman Sachs Karl Ackerman - BNP Paribas Gary Mobley - Wells Fargo Securities Edward Snyder - Charter Equity Research Vivek Arya - Bank of America Blayne Curtis - Barclays Matt Ramsay - Cowen Rajvindra Gill - Needham & Company Chris Caso - ...

Qorvo, Inc. (NASDAQ:QRVO) 6th Annual Wells Fargo TMT Summit November 29, 2022 11:40 AM ET Company Participants Bob Bruggeworth - President & Chief Executive Officer Philip Chesley - President of Infrastructure & Defense Products Conference Call Participants Gary Mobley - Wells Fargo Gary Mobley Morning, everybody. My name is Gary Mobley. I'm one of the Semiconductor Analysts at Wells Fargo Securities. And with us today is our feature company, Qorvo. With us today, we have Bob Bruggeworth, CEO; and Philip Ch ...

Qorvo, Inc. (NASDAQ:QRVO) Goldman Sachs 2022 Communacopia + Technology Conference September 13, 2022 2:30 PM ET Company Participants Douglas DeLieto - Vice President-Investor Relations Grant Brown - Chief Financial Officer Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari Okay, great. I think we're on. We'd like to get started. Thank you all for coming. My name is Toshiya Hari, I cover the semiconductor and semi cap equipment space at Goldman Sachs. Very pleased, very honored to have th ...

Qorvo, Inc. (NASDAQ:QRVO) J.P. Morgan's 50th Annual Global Technology, Media and Communications Conference May 23, 2022 1:50 PM ET Company Participants Robert Bruggeworth - CEO Grant Brown - Interim CFO Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Okay, good afternoon and welcome to J.P. Morgan's 50th Annual Technology, Media and Communications Conference.My name is Harlan Sur.I’m the semiconductor and semiconductor capital equipment analyst for the firm.Very pleased to have Bob Bruggeworth ...

Qorvo Inc. (NASDAQ:QRVO) Company Conference Call March 7, 2022 8:40 AM ET Company Participants Bob Bruggeworth - Chief Executive Officer Doug Delieto - Vice President, Investor Relations Conference Call Participants Chris Caso - Raymond James Unidentified Speaker - Chris Caso All right, it looks like we’re at the start time, so good morning everyone. I’m Chris Caso, Raymond James’ semiconductor analyst. Thanks for attending the first day of Raymond James’ institutional investor conference this morning. O ...

Qorvo, Inc. (NASDAQ:QRVO) Barclays 2021 Global TMT Conference December 8, 2021 8:00 AM ET Company Participants Bob Bruggeworth - President and CEO Mark Murphy - CFO Doug DeLieto - Head of IR Conference Call Participants Blayne Curtis - Barclays Blayne Curtis Welcome back to day two of our Global TMT Conference. I'm Blayne Curtis. Happy to be starting the day off with Qorvo. From the Company, we have the whole crew, Bob Bruggeworth, President and CEO; Mark Murphy, CFO; and Doug DeLieto, Head of IR. The forma ...