Qorvo, Inc. (NASDAQ:QRVO) Q3 2024 Earnings Call Transcript

Thomas O’Malley: Helpful. And since that one wasn’t your favorite, I can give you a bit of a layup now. But just if you look at the competitive environment in Android at the high end. Your competitor is talking about having a bit more capacity and maybe going after that market. Can you remind us of your competitive positioning there, particularly in BAW filters, and why existing customers go with you? And if they were to enter the market why you think that you’d keep the share profile that you have today? Thank you.

Robert Bruggeworth: You’re referring to the Android market?

Thomas O’Malley: The Android market.

Robert Bruggeworth: I think I commented on this earlier. I mean we’ve been working with these customers for a very, very long time. In fact, I was just in China last quarter, sat with all of these customers talking about our long-term roadmaps and we mentioned the awards we got. I mean, there’s a lot of trust and relationship that’s been built up over the years. So we’re very confident that we’ll continue to enjoy our leadership position there. And other competitors, I mean, they may come and go, but we feel confident we’ll maintain our leadership position there.

Operator: Thank you. This does conclude our question-and-answer session. I would like to turn the call back over to management for closing remarks.

Robert Bruggeworth: We want to thank everyone for joining us on the call tonight. We appreciate your interest, and we look forward to speaking with many of you at upcoming investor events. Thanks again, and have a great evening.

Operator: The conference is now concluded. Thank you for attending today’s presentation. You may now disconnect your lines.