Qualcomm Incorporated · NASDAQ:QCOM
Qualcomm — Investor Day (November 2019)
17 slides from Qualcomm's investor day presentation, Nov 19, 2019
Slide 1: Steve Mollenkopf, CEO, Qualcomm Incorporated
Steve Mollenkopf CEO, Qualcomm Incorporated
Slide 2: Safe Harbor
Safe Harbor In addition to the historical information contained herein, this presentation and the conference call that accompanies it contain forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding: our business, product, t
Slide 3: The world's leading wireless technology innovator
The world’s leading wireless technology innovator
Slide 4: Leading technology and intellectual property
Leading technology Best products On the cusp of and intellectual property and roadmap in the multi-decade 5G company’s history transformation Source sample text
Slide 5: With 5G, wireless becomes the superior network technology, disrupting everything
With 5G, wireless becomes the superior network technology, disrupting everything
Slide 6: With 5G, wireless becomes the superior network technology, disrupting everything
With 5G, wireless becomes the superior network technology, disrupting everything Massive Internet of Things Mission-critical services eMobile broadband $13.2T of global economic output enabled by 5G in 2035 Digital voice Early mobile Mobile and SMS internet apps Based on ITU vision for IMT-2020 comp
Slide 7: Not just another handset upgrade cycle
Not just another handset upgrade cycle 10x 10x 3x Decrease in Greater experienced More spectrum end-to-end latency throughput efficiency 100x 100x 10x Higher traffic Greater network Increased capacity efficiency connection density Based on ITU vision for IMT-2020 compared to IMT-advanced
Slide 8: 5G commercialization a global success
5G commercialization a global success 40+ operators launched to date Significantly faster than 4G Operators launching or announcing 5G commercial service
Slide 9: Our strategy
Our Invest instrategy the fundamental technologies that enable… industries and to use then scale cellular it worldwide
Slide 10: How does Qualcomm profit from 5G?
More revenue per device SoC How does Growing opportunity z Qualcomm as cellular roadmap profit from 5G? intersects other industries Future of cloud and AI strongly aligned with 5G
Slide 11: Automotive is the first big industry disrupted by cellular
Automotive is the first big industry disrupted by cellular Telematics In-car connectivity Infotainment ADAS* *ADAS = Advanced Driver Assistance Systems
Slide 12: Many more industries expected to follow
Manufacturing Energy Many more industries expected Retail Logistics to follow Healthcare Gaming
Slide 13: Strong alignment between 5G and AI
Strong alignment between 5G and AI Cloud Devices
Slide 14: A tremendous growth opportunity ahead
A tremendous growth opportunity ahead $100B CY22e SAM $65B CY19e SAM SAM: Serviceable Addressable Opportunity, combination of third-party and internal estimates Includes $11B investment opportunity in modules in CY22e
Slide 15: World-leading wireless technology innovator
World-leading wireless technology + innovator 5G leadership driving Integrated portfolio 5G drives adjacent Attractive long-term Well positioned to deliver content uplift and core of leading technologies growth opportunities financial profile with strong stockholder returns growth and anchor and rev
Slide 16: Agenda
Agenda Dr. James Thompson EVP, Engineering, and CTO Alex Rogers EVP and President, Qualcomm Technology Licensing Cristiano Amon President Akash Palkhiwala EVP and CFO Q&A
Slide 17: Thank you
Thank you Follow us on: For more information, visit us at: www.qualcomm.com & www.qualcomm.com/blog Nothing in these materials is an offer to sell any of the components or devices referenced herein. Nothing in the videos References in this presentation to “Qualcomm” may mean Qualcomm Incorporated, Q