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Historic Earnings Conference Calls (2009-2005)

Charter Equity Research's historic earnings conference calls' transcripts and slide sets from 2009 and earlier. These calls range from monthly updates covering a variety of topics in the wireless/telecom industry including results from detailed studies, one-on-one discussions with key executives, management roundtable discussions and in-depth analyses and forecasts.


Email transcripts are sent following each one of the earnings conference calls. All earnings conference calls are open for direct questions from investor participants. Please select from the following year links below:


2009



conference call transcript 3Q09 Wrap Up: Androids and Asia, Not Inventories, Drive 2009 Results. Conference Call Transcript.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
November 19, 2009

conference call transcript 3Q09 Wrap Up: Androids and Asia, Not Inventories, Drive 2009 Results. Conference Call Slides.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
November 19, 2009

conference call transcript Blip or a trend? TriQuint’s quarter and a look at what’s ahead. Conference Call Transcript.
Guest Speaker: Ralph Quinsey, CEO and President, TriQuint Semiconductor
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
November 4, 2009

conference call transcript RF Micro Devices - Margin targets within reach as MPG recovers and RF content increases. Revisiting the rebound and what it means for OEM partners. Conference Call Transcript.
Guest Speakers: Eric Creviston, President of Cellular Products Group and Bob Van Buskirk, President of Multi-Market Products Group
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
September 29, 2009

conference call transcript Post-Quarter Wrap Up Call: What 2Q09 and 12 years of Empirical Data Can Tell Us About 2H09. Conference Call Transcript.
Host: Edward Snyder, Senior Equity Analyst, Charter Equity Research
August 11, 2009

conference call transcript Post-Quarter Wrap Up Call: What 2Q09 and 12 years of Empirical Data Can Tell Us About 2H09. Conference Call Slides.
Host: Edward Snyder, Senior Equity Analyst, Charter Equity Research
August 11, 2009

conference call transcript PALM: What the Street is missing in the recovery story for Palm. Conference Call Transcript.
Guest Speakers: Doug Jeffries, Chief Financial Officer, Palm and Teri Klein, VP of Investor Relations, Palm
Host: Edward Snyder, Principal Analyst, Charter Equity Research
July 21, 2009

conference call transcript ANADIGICS - Bouncing Back: The Likely Profile of Anadigics’ Recovery in Wireless. Conference Call Transcript.
Guest Speakers: Mario Rivas, President and CEO, Anadigics, Inc. and Tom Shields, CFO, Anadigics, Inc.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 15, 2009

conference call transcript PALM Pre and WebOS: Why Apple, Research in Motion and Nokia Should Worry. Conference Call Transcript.
Guest Speakers:
Dave Vadasz, VP of Corporate Development, Palm
Pam Deziel, VP of Software Product Management, Palm
Teri Klein, VP of Investor Relations, Palm
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 29, 2009

conference call transcript How a strong free cash flow model and leadership in analog products yield share gains long-term. Conference Call Transcript.
Guest Speaker: Jerald Fishman, President and Chief Executive Officer, Analog Devices
Hosts: Ed Snyder, Principal Analyst, Charter Equity Research and John Dryden, Senior Equity Analyst, Charter Equity Research
April 2, 2009

conference call transcript Hype Versus Reality: Will Gains in Analog Result in 10% Sales Growth for Texas Instruments? A discussion with Art George, TXN’s SVP and Worldwide Manager for HPA. Conference Call Transcript.
Guest Speakers: Art George, SVP and Worldwide Manager HPA, Texas Instruments and Dave Pahl, Manager of Investor Relations, Texas Instruments
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research, and John Dryden, Senior Equity Analyst, Charter Equity Research
March 12, 2009

conference call transcript What five years of 3G experience says about LTE. A conversation with Ulf Ewaldsson, VP and Head of Ericsson’s Product Area Radio, Networks. Conference Call Transcript.
Guest Speaker: Ulf Ewaldsson, VP and Head of Product Area Radio Networks, Ericsson
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research
March 3, 2009

conference call transcript Life at the End of the Whip: Dealing with Smartphones, Consolidation and the Inventory Burn in the Wireless Food Chain. Conference Call Transcript.
Guest Speakers: David Aldrich, Chief Executive Officer, Skyworks and Ralph Quinsey, Chief Executive Officer, Triquint
Host:Edward Snyder, Principal Analyst, Charter Equity Research
February 24, 2009

conference call transcript Post December '08 Quarter: A detailed look at operating, financial and valuation trends in the wireless and semiconductor industry and what it means for 2009.
Host:Edward Snyder, Principal Analyst, Charter Equity Research and John Dryden, Senior Equity Analyst
February 20, 2009

conference call transcript A discussion with Mooly Eden, Intel's Vice President and General Manager of the Mobile Platforms Group, on growth opportunities, profitability, new markets, new platforms, the ramp of Atom, Wi-Max, and additional competitors as laptops, MIDs, and high end 3G terminals overlap. Conference Call Transcript.
Guest Speakers: Mooly Eden, Vice President and General Manager Mobile Platforms, and Reuben Gallegos, Investor Relations, Intel Corporation
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research, and John Dryden, Senior Equity Analyst, Charter Equity Research
January 26, 2009

2008


A Fireside Chat with Executives from the RF Semiconductor Industry Conference Call Transcript.
Guest Speakers: Ralph Quincy, Chief Executive Officer, Triquint and Bob Van Bus Kirk, Head of MPG, RF Micro Devices
Host: Edward Snyder, Principal Analyst, Charter Equity Research
December 9, 2008

conference call transcript A discussion with Scott McGregor, Broadcom's Chief Executive Officer, on growth opportunities, profitability, and why the platform approach leads to market share expansion. Conference Call Transcript.
Guest Speakers: Scott McGregor, President and Chief Executive Officer, and Andrew Liersch, Investor Relations, Broadcom Corporation
Host: John Dryden, Senior Equity Analyst, Charter Equity Research
November 20, 2008

conference call transcript How the GE approach has helped Altera achieve industry leading margins and a discussion of FPGA revenue growth opportunities with Altera’s CFO. Conference Call Transcript.
Guest Speakers: Timothy Morse, Chief Financial Officer, and Scott Wylie, Director of Investor Relations, Altera Corporation
Host: John Dryden, Senior Equity Analyst, Charter Equity Research
November 14, 2008

conference call transcript Nokia Intra-Quarter Conference Call Transcript.
Guest Speakers:
Alex Lambeek, Nokia’s Vice President for Entry Level Phones
Matt Shimao, Nokia’s Senior Manager of Investor Relations
Host: Edward Snyder, Principal Analyst, Charter Equity Research
October 30, 2008

conference call transcript What’s the ticket for NSM’s return to growth? Will Power Efficiency be enough? A discussion with NSM’s COO, Donald Macleod Conference Call Transcript.
Guest Speakers:
Donald Macleod, President and Chief Operating Officer, National Semiconductor
Mark Veigh, Manager of Investor Relations, National Semiconductor
Hosts: John Dryden Senior Equity Analyst, Charter Equity Research
July 10, 2008

conference call transcript What’s it going to take to fix MOT? From the architect of the rebound that gave us the RAZR; Chris Galvin, former Motorola CEO. Conference Call Transcript.
Guest Speaker: Chris Galvin, Former CEO, Motorola
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 16, 2008

conference call transcript STMicroelectronics:Leveraging Nokia to gain a wider role in wireless. Conference Call Transcript.
Guest Speakers:
Tommy Uhari, Executive Vice President and General Manager of the Mobile, Multimedia, and Communications Business, STMicroelectronics
Monica de Virgiliis, Group Vice President and General Manager of the Wireless Multimedia Division, STMicroelectronics
Stan March, Group Vice President of the Investor Relations, STMicroelectroncis
Host: John Dryden, Senior Equity Analyst, Charter Equity Research
March 13, 2008

conference call transcript Post December '07 Quarter Wireless and Semiconductor Industry Analysis: A detailed look at the operating, financial, and valuations trends in the wireless and semiconductor industry. Conference Call Transcript.
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research and John Dryden Senior Equity Analyst, Charter Equity Research
March 5, 2008

conference call transcript Is High Performance Analog (HPA) the ticket for TXN’s return to growth? Conference Call Transcript.
Guest Speakers: Gregg A. Lowe, Senior Vice President, Analog, Texas Instruments Incorporated and Scott Roller, Director, Investor Relations, Texas Instruments Incorporated
Host: John Dryden, Senior Analyst, Charter Equity Research
February 28, 2008

conference call transcript Semiconductor Food Chain Part II: CEO roundtable discussion with Ralph Quinsey, CEO of Triquint and Bami Bastani, CEO of Anadigics. Conference Call Transcript.
The second in our series of conference calls on the RF Food Chain: TriQuint and Anadigics discuss strategic and technical changes they and the industry are facing in 2008.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
January 16, 2008

earnings conference calls Semiconductor Food Chain Part II: CEO roundtable discussion with Ralph Quinsey, CEO of Triquint and Bami Bastani, CEO of Anadigics.
The second in our series of conference calls on the RF Food Chain: TriQuint and Anadigics discuss strategic and technical changes they and the industry are facing in 2008.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
January 16, 2008


2007


RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro Devices. Conference Call Transcript
A candid discussion with the CEO’s of Skyworks and RF Micro Devices on new entrants, technical differences and the competitive realities facing the RF semiconductor industry.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
December 14, 2007

earnings conference calls RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro Devices
A candid discussion with the CEO’s of Skyworks and RF Micro Devices on new entrants, technical differences and the competitive realities facing the RF semiconductor industry.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
December 14, 2007

conference call transcript Post 3Q07 Wireless and Semiconductor Industry Analysis. Conference Call Slides.
A detailed look at operating, financial and valuation trends in the wireless and semiconductor industries.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 30, 2007

earnings conference calls Post 3Q07 Wireless and Semiconductor Industry Analysis
A detailed look at operating, financial and valuation trends in the wireless and semiconductor industries.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 30, 2007

conference call transcript A discussion with Nortel’s Chief Strategy Officer, George Riedel. Conference Call Transcript.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
October 11 2007

earnings conference calls A discussion with Nortel’s Chief Strategy Officer, George Riedel
Host: Edward Snyder, Principal Analyst, Charter Equity Research
October 11 2007

conference call transcriptApple's iPhone: Newton or Nano? Part II. Conference Call Transcript
An update to our iPhone thesis from June 28, 2007.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007

conference call transcriptApple's iPhone: Newton or Nano? Part II. Conference Call Slides.
An update to our iPhone thesis from June 28, 2007.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007

earnings conference calls Apple's iPhone: Newton or Nano? Part II
An update to our iPhone thesis from June 28, 2007.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007

conference call transcript Post 2Q07 Wrap Up of the Wireless Industry. Conference Call Slides.
Sea Changes in Cellular: Phones, Systems and Licensing.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
August 23, 2007

earnings conference calls Post 2Q07 Wrap Up of the Wireless Industry
Sea Changes in Cellular: Phones, Systems and Licensing.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
August 23, 2007

conference call transcript Apple's iphone - Newton or Nano? Conference Call Slides.
iPhone’s Impact on Apple and the Handset Industry.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 28, 2007

earnings conference calls Apple's iphone - Newton or Nano?
iPhone’s Impact on Apple and the Handset Industry.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 28, 2007

conference call transcript Post 1Q07 Wrap Up of the Wireless Industry
What the quarter results say about the near term prospects for MOT, NOK, Samsung and Sony Ericsson and the companies that supply to them.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 25, 2007

earnings conference calls Post 1Q07 Wrap Up of the Wireless Industry
What the quarter results say about the near term prospects for MOT, NOK, Samsung and Sony Ericsson and the companies that supply to them.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 25, 2007

conference call transcript Joel Hackney, Nortel SVP. Conference Call Transcript.
Can Mike Z. and the ‘GE Way’ repeat the Motorola turnaround at Nortel? We’ll assess whether the systematic approach that turned around Motorola can work at Nortel in a discussion with Joel Hackney, Nortel’s SVP of Global Operations and Quality.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
April 23, 2007

earnings conference calls Joel Hackney, Nortel SVP, Conference Call
Can Mike Z. and the ‘GE Way’ repeat the Motorola turnaround at Nortel? We’ll assess whether the systematic approach that turned around Motorola can work at Nortel in a discussion with Joel Hackney, Nortel’s SVP of Global Operations and Quality.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
April 23, 2007

conference call transcript Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking America. Conference Call Transcript.
Guest Speaker: Soren Petersen, SVP Mobile Phones
March 5, 2007

earnings conference calls Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking America
Guest Speaker: Soren Petersen, SVP Mobile Phones
March 5, 2007

earnings conference calls Zero-Sum Game or All Boats Rising
A discussion with the CEO’s of ANAD, SWKS and TQNT on the wireless food chain and whether the entire sector is ready for a run.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
February 26, 2007

2006


Post September 2006 Quarter Wireless Industry Analysis. Conference Call Slides.
A detailed look at operating, financial and valuation trends in wireless.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 21, 2006

earnings conference calls Post September 2006 Quarter Wireless Industry Analysis
A detailed look at operating, financial and valuation trends in wireless.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
November 21, 2006

earnings conference calls Nortel: Upside at Nortel, Mike Zafirovski’s Plan to Restructure and Exploit Merger Mania
Guest Speaker: Mike Zafirovski, CEO, Nortel Networks
August 25, 2006

Post June 2006 Quarter Wireless Industry Analysis
A detailed look at operating, financial and valuation trends in wireless.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
June 14, 2006

earnings conference calls Motorola: Winners & Losers in the Wireless Semiconductor Food Chain (Part 3)
Guest Speaker: Tim Cawley, Senior Vice President Mobile Devices Supply Chain, Motorola
January 4, 2006

2005


RF Micro Devices / Anadigics: Winners & Losers in the Wireless Semiconductor Food Chain, a Roundtable Discussion (Part 2)
Guest Speakers: Eric Creviston, Corporate VP, Celluar Products Group, RF Micro Devices
Ali Khatibzadeh, VP, Wireless Business Unit, Anadigics
December 20, 2005

earnings conference calls TriQuint / Skyworks: Winners & Losers in the Wireless Semiconductor Food Chain (Part 1)
Guest Speakers: David Aldrich, CEO, Skyworks Solutions
Ralph Quinsey, CEO, TriQuint Semiconductor
December 16, 2005

earnings conference calls How Qualcomm Makes Money if 3G Fails
A Discussion with Dr. Paul E. Jacobs, CEO of Qualcomm
Guest Speaker: Dr. Paul E. Jacobs, CEO, Qualcomm
September 21, 2005


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