Historic Earnings Conference Calls (2009-2005)
Charter Equity Research holds one hour analyst conference calls covering a variety of topics in the technology industry, including results from detailed studies, one-on-one discussions with management, and in-depth analyses and forecasts. All conference calls are open for questions from investor participants, and transcripts and takeaways are sent to clients following each call.
If you are interested in receiving transcripts and takeaways, conference call slides, or other information about our conference calls, please contact us at info@charterequityresearch.com
2009
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3Q09 Wrap Up: Androids and Asia, Not Inventories, Drive 2009 Results.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
November 19, 2009
Blip or a trend? TriQuint’s quarter and a look at what’s ahead.
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
RF Micro Devices - Margin targets within reach as MPG recovers and RF content increases. Revisiting the rebound and what it means for OEM partners.
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
Post-Quarter Wrap Up Call: What 2Q09 and 12 years of Empirical Data Can Tell Us About 2H09.
Host: Edward Snyder, Senior Equity Analyst, Charter Equity Research
August 11, 2009
PALM: What the Street is missing in the recovery story for Palm.
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
ANADIGICS - Bouncing Back: The Likely Profile of Anadigics’ Recovery in Wireless.
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
PALM Pre and WebOS: Why Apple, Research in Motion and Nokia Should Worry.
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
How a strong free cash flow model and leadership in analog products yield share gains long-term.
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
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.
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
What five years of 3G experience says about LTE. A conversation with Ulf Ewaldsson, VP and Head of Ericsson’s Product Area Radio, Networks.
Guest Speaker: Ulf Ewaldsson, VP and Head of Product Area Radio Networks, Ericsson
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research
March 3, 2009
Life at the End of the Whip: Dealing with Smartphones, Consolidation and the Inventory Burn in the Wireless Food Chain.
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
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
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.
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
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A Fireside Chat with Executives from the RF Semiconductor Industry
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
A discussion with Scott McGregor, Broadcom's Chief Executive Officer, on growth opportunities, profitability, and why the platform approach leads to market share expansion.
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
How the GE approach has helped Altera achieve industry leading margins and a discussion of FPGA revenue growth opportunities with Altera’s CFO.
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
Nokia Intra-Quarter
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
What’s the ticket for NSM’s return to growth? Will Power Efficiency be enough? A discussion with NSM’s COO, Donald Macleod
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
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.
Guest Speaker: Chris Galvin, Former CEO, Motorola
Host: Edward Snyder, Principal Analyst, Charter Equity Research
May 16, 2008
STMicroelectronics:Leveraging Nokia to gain a wider role in wireless.
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
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.
Hosts: Edward Snyder, Principal Analyst, Charter Equity Research and John Dryden Senior Equity Analyst, Charter Equity Research
March 5, 2008
Is High Performance Analog (HPA) the ticket for TXN’s return to growth?
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
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
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RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro Devices. Earnings conference call
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
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
A discussion with Nortel’s Chief Strategy Officer, George Riedel.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
October 11 2007
Apple's iPhone: Newton or Nano? Part II. Earnings conference call
An update to our iPhone thesis from June 28, 2007.
Host: Edward Snyder, Principal Analyst, Charter Equity Research
September 12, 2007
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
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
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
Joel Hackney, Nortel SVP.
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
Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking America.
Guest Speaker: Soren Petersen, SVP Mobile Phones
March 5, 2007
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
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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
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
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
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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
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
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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