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Analyst Conference Calls

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.


To access transcripts and takeaways and conference call slides, please login. If you need login credentials, or if you are interested in receiving more information, please contact us at info@charterequityresearch.com.

2017 - 2016 - 2015 - 2014 - 2013 - 2012 - 2011 - 2010 - Historic Analyst Conference Calls (2009 – 2005)

2017


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Who Wins What & Where in iPhone 8 RF Section
Host: Edward Snyder, Managing Director, Charter Equity Research
July 13, 2017

iPhone Content Update Call – MWC Feedback
Host: Edward Snyder, Managing Director, Charter Equity Research
March 21, 2017

What's happening in the RF Semiconductor Sector
Host: Edward Snyder, Managing Director, Charter Equity Research
February 3, 2017

2016


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Is Broadcom divesting BAW? A detailed look at the data points
Host: Edward Snyder, Managing Director, Charter Equity Research
December 7, 2016

Post 3Q 2016 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Good fundamentals plagued by confusion, uncertainty and doubt.
Host: Edward Snyder, Managing Director, Charter Equity Research
November 22, 2016

Note 7 Cancellation Impact on RF Semis, Baseband, Wireless Charging
Host: Edward Snyder, Managing Director, Charter Equity Research
October 11, 2016

iPhone Update
Content, configurations, coming attractions
Host: Edward Snyder, Managing Director, Charter Equity Research
October 11, 2016

History of iPhone Content Growth
Predictions for iPhone 7, 7S and 8
Host: Edward Snyder, Managing Director, Charter Equity Research
August 30, 2016

Post 2Q 2016 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Growth Overshadowed by Execution.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 24, 2016

What’s Going on in RF Semis?
Solid conclusions based on reports and channel feedback
Host: Edward Snyder, Managing Director, Charter Equity Research
August 3, 2016

5G: A boon to RF, a bust to baseband. A Discussion with the Head of Strategy & Business Development at Ericsson Business Unit Radio
Host: Edward Snyder, Managing Director, Charter Equity Research
June 1, 2016

Mark to Market on iPhone 6S, Content Update on iPhone 7 - Transcript and Takeaways
Host: Edward Snyder, Managing Director, Charter Equity Research
March 8, 2016

Post 4Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Impact of the China Contagion on Equipment and Semiconductor Stocks.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 17, 2016

Ed Snyder's View of the Qualcomm/TDK Joint Venture Announcement
Host: Edward Snyder, Managing Director, Charter Equity Research
January 13, 2016

2015


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Post 3Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Rebounding from the bottom.
Host: Edward Snyder, Managing Director, Charter Equity Research
November 24, 2015

iPhone 6S & 7 Supplier Content Predictions
Content Predictions for iPhone 6S & iPhone 7.
Host: Edward Snyder, Managing Director, Charter Equity Research
September 16, 2015

Post 2Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: How deep is the dip? Assessing the slowdown, estimating the recovery.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 18, 2015

Multiplexing Filters Conference Call
Why Avago is going to win on iPhone 7.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 6, 2015

QRVO, SWKS, AVGO
What is really going on with wireless.
Host: Edward Snyder, Managing Director, Charter Equity Research
July 31, 2015

Post 1Q 2015 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Growth to Value, Wall Street to Wall Mart Street.
Host: Edward Snyder, Managing Director, Charter Equity Research
June 5, 2015

Ericsson Strategic Discussion Conference Call
A Strategic Discussion with Christian Hedelin, Head of Radio Strategy Group at Ericsson.
Host: Edward Snyder, Managing Director, Charter Equity Research
May 11, 2015

Diversity Receive Module Conference Call
Diversity Receive Modules: The next big increase in RF content.
Host: Edward Snyder, Managing Director, Charter Equity Research
March 18, 2015

Post 4Q 2014 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: Companies continue to deliver solid margins, boosting EPS.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 13, 2015

Charter Equity Research QRVO, QCOM Conference Call
Wireless and Semiconductor Industry Analysis: Qorvo, Qualcomm and the end game for RF360
Host: Edward Snyder, Managing Director, Charter Equity Research
February 5, 2015


2014


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Post Q3 2014 Conference Call Wrap Up
Wireless and Semiconductor Industry Analysis: LTE, Apple and Eastern Expansion
Host: Edward Snyder, Managing Director, Charter Equity Research
November 13, 2014

iPhone 6 Supplier Content Predictions
Host: Edward Snyder, Managing Director, Charter Equity Research
September 15, 2014

Post 2Q 2014 Conference Call Wrap Up
Rapidly Shifting Landscapes.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 7, 2014

Post 1Q 2014 Conference Call Wrap Up
A look at handset demand, RF content at major smartphone manufacturers and its effect on the semiconductor food chain.
Host: Edward Snyder, Managing Director, Charter Equity Research
May 13, 2014

TQNT/RFMD merger implications: A discussion with Ralph Quinsey, CEO of TriQuint
Guest Speaker: Ralph Quinsey, CEO of TriQuint
Host: Edward Snyder, Managing Director, Charter Equity Research
March 6, 2014

Implications of the RF Micro Devices/TriQuint Merger
Host: Edward Snyder, Managing Director, Charter Equity Research
February 25, 2014

2013


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Post 4Q 2013 Conference Call Wrap Up
Picking Winners in a Slowing Market.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 19, 2014

Post September 2013 Quarter Wireless and Semiconductor Industry Analysis
Growth to Value: The Changing Tide of Technology.
Host: Edward Snyder, Managing Director, Charter Equity Research
November 19, 2013

iPhone 5S/5C – Teardown Analysis
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research
September 23, 2013

Handset Filters with Tim Dunn from Triquint
Guest Speaker:Tim Dunn, VP of Mobile Devices, TriQuint Semiconductor
Host: Edward Snyder, Managing Director, Charter Equity Research
September 19, 2013

iPhone 5S & 5C Supplier Content Forecasts
Host: Edward Snyder, Managing Director, Charter Equity Research
September 17, 2013

Post June 2013 Quarter Wireless and Semiconductor Industry Analysis
Big Picture View on Handsets and the Effect on the Semiconductor Sector.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research
August 8, 2013

Post March 2013 Quarter Wireless and Semiconductor Industry Analysis
Samsung & LTE vs. Apple & the Weak Economy.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research
May 9, 2013

RF CMOS Component Series Part 2
A discussion on RF CMOS and Envelope Tracking in Handsets.
Guest Speakers: John Diehl, CEO, Black Sand Technologies and Vikas Vinayak, CEO & Co-Founder, Quantance
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research
March 14, 2013

RF CMOS Component Series Part 1
A discussion on Envelope Tracking in Handsets.
Guest Speaker: Tim Haynes, CEO, Nujira
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research
March 13, 2013

QCOM’s RF360 Isn’t What It Seems
Charter Equity Conference Call: Qualcomm’s Plunge into the RF Front End Isn’t What It Seems.
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research
February 22, 2013

2012


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Post December 2012 Quarter Wireless and Semiconductor Industry Analysis
Navigating a sea of change – spotting opportunities in a globalized world.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 14, 2013

Post September 2012 Quarter Wireless and Semiconductor Industry Analysis
Down and to the right: What September’s reports reveal about the state of global affairs.
Host: Edward Snyder, Managing Director, Charter Equity Research
November 19, 2012

Post June 2012 Quarter Wireless and Semiconductor Industry Analysis
Handset market, iPhone 5 and the economy: What June reports mean in a mixed macro-economic environment.
Host: Edward Snyder, Managing Director, Charter Equity Research
August 2, 2012

RF Micro Devices Management Conference Call with Eric Creviston
RF Micro Devices: The big win on iPhone 5 and what it means for 2H12. A discussion with Eric Creviston.
Guest Speaker: Eric Creviston, VP and President, Cellular Product Group, RF Micro Devices
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Ryan Cram, Research Analyst, Charter Equity Research
June 20, 2012

TriQuint Management Conference Call with Tim Dunn
TriQuint: Riding a rebound at Samsung and Apple. A strategic discussion with Tim Dunn, VP of Mobile Devices, TriQuint Semiconductor.
Guest Speaker:Tim Dunn, VP of Mobile Devices, TriQuint Semiconductor
Host: Edward Snyder, Managing Director, Charter Equity Research
June 14, 2012

Skyworks Management Conference Call with Dave Aldrich
How has Skyworks managed to stay on top year after year? A strategic discussion with Dave Aldrich, CEO of SWKS.
Guest Speaker: Dave Aldrich, CEO of Skyworks
Host: Edward Snyder, Managing Director, Charter Equity Research
June 6, 2012

Post March 2012 Quarter Wireless and Semiconductor Industry Analysis
Identifying Growth Opportunities in a Challenging Economy
Host: Edward Snyder, Managing Director, Charter Equity Research
May 24, 2012

Qualcomm Management Conference Call with Craig Barratt
The looming battle in connectivity: How Qualcomm leverages its baseband strength to win in connectivity: Getting into the Details with Craig Barratt, President of Qualcomm Atheros
Guest Speaker: Craig Barratt, President of Qualcomm Atheros
Host: Edward Snyder, Managing Director, Charter Equity Research
March 16, 2012

2011


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Post December 2011 Quarter Wireless and Semiconductor Industry Analysis
Smartphones, LTE, and iPhone 5: Stock Picks in Hardware and Semiconductors for 2012: What December quarterly reports tell us about next year’s trends.
Host: Edward Snyder, Managing Director, Charter Equity Research
February 16, 2012

Post 11Q2 Conference Call Wrap Up - Share shifts in smartphones and semiconductors: What June 2011 quarterly reports reveal about 2011
Host: Edward Snyder, Managing Director, Charter Equity Research
August 11, 2011

Post 11Q1 Conference Call Wrap Up – Easy Gains are Over: What March 2011 quarterly reports reveal about 2011
Host: Edward Snyder, Managing Director, Charter Equity Research
May 10, 2011

2010


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Post September 2010 Quarter - Rising Tide or Roaring into the Peak: What September quarterly reports reveal about 2011
Host: Edward Snyder, Managing Director, Charter Equity Research
November 12, 2010

Post June 2010 Quarter - Fundamentals vs Fears: What June quarterly reports reveal about the rest of 2010
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research
August 25, 2010

Discussion with Qualcomm Management
Guest Speakers: Steve Mollenkopf, Executive Vice President and President of CDMA Technologies (QCT), Qualcomm and Warren Kneeshaw, Vice President, Investor Relations, Qualcomm
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research
June 21, 2010

Fundamentals vs. Fears: What March quarterly reports reveal about the rest of 2010
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research
May 13, 2010

Where reality deviates from consensus: A discussion with management on cash flow, share gains and progress towards its target operating model
Guest Speakers: Dean Priddy, Chief Financial Officer, RF Micro Devices; Eric Creviston, CVP & President of Cellular Products Group, RF Micro Devices; Bob Van Buskirk, CVP & President of Multi Market Products Group
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Senior Analyst, Charter Equity Research
March 31, 2010

The Future of Android and its Influence on Smartphones
Guest Speakers: Christy Wyatt, Corporate Vice President, Software and Services Product Management, Mobile Devices, Motorola and Dean Lindroth, Corporate Vice President of Investor Relations, Motorola
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
March 17, 2010

Broadcom’s Strategy for Exploiting its Gains in Wireless
Guest Speakers: Scott Bibaud, Senior Vice President and General Manager of Mobile Platforms Group, Broadcom and John Dryden, Vice President of Investor Relations
Hosts: Edward Snyder, Managing Director, Charter Equity Research and Mike Alexander, Research Associate, Charter Equity Research
March 11, 2010

Post-Quarter Wrap Up Call: Are expectations outpacing results? What the data from earnings season tells us about 2010
Host: Edward Snyder, Managing Director, Charter Equity Research
March 1, 2010



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