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QUALCOMM Incorporated (QCOM) Analyst/Investor Day Transcript
SA Transcripts · 2026-06-26 · via All Articles on Seeking Alpha

QUALCOMM Incorporated (QCOM) Analyst/Investor Day June 24, 2026 2:15 PM EDT

Company Participants

Cristiano Amon - CEO, President & Director
Antonios Pialis - Executive VP & General Manager of Data Center for Qualcomm Technologies, Inc.
Tim Davis - Co-Founder, President, Chief Product Officer & Secretary
Tony Pialis
Nakul Duggal - EVP, Group GM of Automotive, Industrial, Embedded IoT, & Robotics - Qualcomm Technologies
Brett Adcock - CEO, CFO, Secretary & Director
Chris Lattner - Co-Founder & CEO
Clément Delangue - Co-Founder, President, CEO & Director
Akash Palkhiwala - Executive VP, CFO & COO

Conference Call Participants

Brett Simpson - Arete Research Services LLP
Satya Nadella - Microsoft Corporation
Mark Zuckerberg - Meta Platforms, Inc.
Tareq Amin - Al-Mustaqbal Lil-Thaka Al-Istinai Company
David Reger - Neura Robotics GmbH
Panos Panay - Amazon.com, Inc.
Rick Osterloh
Christopher Caso - Wolfe Research, LLC
James Schneider - Goldman Sachs Group, Inc., Research Division
Joseph Cardoso - JPMorgan Chase & Co, Research Division

Presentation

Brett Simpson
Arete Research Services LLP

Good afternoon, everyone, and welcome to Qualcomm's 2026 Investor Day. It's great to be here in New York, and it's great to see so many familiar faces.

Now a lot of you have been asking me recently why I joined Qualcomm. And well, I think it's pretty clear. I think we have a really compelling investment case. And today is an opportunity to really share with you why we're so excited about what lies ahead for Qualcomm. We've got a lot to share with you today.

Before we jump into things, I just want to say a big thanks to everyone involved from Qualcomm and making this day possible. It's a huge amount of work. I really had no idea how much man hours goes into put an event like this on. And just wanted to say thanks to everyone. It's really amazing. And I also wanted to say a big thanks to all the executives from

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