Qorvo Inc Q2 2021 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst : Nice job on the quarterly execution and guide. I'd like to try to understand where you saw upside in September. At the time you preannounced, you cited better smartphone demand. You called it pretty broad-based, but that even appears to have come in better than expectations. I guess how broad across the 6 major smartphone customers you have, including Huawei? Where do you see the upside there? I think you also saw a little bit of upside in IDP relative to your expectations. And I guess looking at December, compared to your prior view of somewhat flattish and now you're calling for some nice mobile growth, what's driving that upside relative to your prior view? Is that coming from -- I guess is Android still sequentially increasing like it did in September? If you can help us understand the upside, that would be great.

Question: William Chapman Peterson - JPMorgan Chase & Co, Research Division - Analyst : Yes. And I guess maybe the second question for James, and I think earlier you said that the 5G infrastructure should start to improve after December. But I guess for the composite of the business, assuming you have better visibility across areas like defense and longer-term opportunities, how should we think about the seasonality of that business? Should we assume WiFi still sustains into the first half of next year based off work-from-home trends and other factors? Just trying to get a feel for how you see that business trending here in the next couple of quarters.