Wolfspeed Inc Q4 2022 Earnings Call Summary - Thomson StreetEvents

Wolfspeed Inc Q4 2022 Earnings Call Summary

Wolfspeed Inc Q4 2022 Earnings Call Summary - Thomson StreetEvents
Wolfspeed Inc Q4 2022 Earnings Call Summary
Published Aug 17, 2022
Published Aug 17, 2022
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About This Report

  
Abstract:

Edited Brief of WOLF.N earnings conference call or presentation 17-Aug-22 9:00pm GMT

  
Report Type:

Brief

Source:
Company:
Wolfspeed Inc
Ticker
WOLF.N
Time
9:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division - Analyst : This is Joe Cardoso on for Samik. My first one here, you raised your expectation for fiscal '26 revenue from roughly 2.1 to a range of 2.7 to 2.9. Just curious to understand, is that a function of demand trends over the past like 90 to 180 days? Or did you already have REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 17, 2022 / 9:00PM, WOLF.N - Q4 2022 Wolfspeed Inc Earnings Call line of sight on that demand? And is it more about solidifying CapEx planned over the past 90 days? And then just to clarify, the 2.7 to 2.9 doesn't embed a new fab, correct?


Question: Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division - Analyst : Got it. Make sense, guys. And then just a quick follow-up. On the design-in that you've mentioned in the $2.6 billion this quarter, I was just curious if you could provide any more color around those numbers? How much of that was auto versus the non-auto markets in the fourth quarter? And then I was curious if you could provide any color between -- like what are you guys seeing between average deal sizes versus the volume of deals that are coming through? Is there a particular trend there that's driving these larger numbers each and every quarter? Just curious to see if you could provide any color on that. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 17, 2022 / 9:00PM, WOLF.N - Q4 2022 Wolfspeed Inc Earnings Call

Table Of Contents

Wolfspeed Inc Investor Day Transcript – 2022-10-31 – US$ 54.00 – Edited Transcript of WOLF.N corporate analyst meeting</ 31-Oct-22 12:00pm GMT

Wolfspeed Inc Q1 2023 Earnings Call Summary – 2022-10-26 – US$ 54.00 – Edited Brief of WOLF.N earnings conference call or presentation 26-Oct-22 9:00pm GMT

Wolfspeed Inc Q1 2023 Earnings Call Transcript – 2022-10-26 – US$ 54.00 – Edited Transcript of WOLF.N earnings conference call or presentation 26-Oct-22 9:00pm GMT

Wolfspeed Inc at Evercore TMT Conference Transcript – 2022-09-08 – US$ 54.00 – Edited Transcript of WOLF.N presentation 8-Sep-22 6:15pm GMT

Wolfspeed Inc Q4 2022 Earnings Call Transcript – 2022-08-17 – US$ 54.00 – Edited Transcript of WOLF.N earnings conference call or presentation 17-Aug-22 9:00pm GMT

Wolfspeed Inc at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript – 2022-08-10 – US$ 54.00 – Edited Transcript of WOLF.N presentation 10-Aug-22 6:00pm GMT

Wolfspeed Inc at Bank of America Global Technology Conference Transcript – 2022-06-09 – US$ 54.00 – Edited Transcript of WOLF.N presentation 9-Jun-22 6:00pm GMT

Wolfspeed Inc at Cowen Technology, Media & Telecom Conference Transcript – 2022-06-02 – US$ 54.00 – Edited Transcript of WOLF.N presentation 2-Jun-22 2:15pm GMT

Wolfspeed Inc at JPMorgan Global Technology, Media & Communications Conference Transcript – 2022-05-23 – US$ 54.00 – Edited Transcript of WOLF.N presentation 23-May-22 3:20pm GMT

Wolfspeed Inc Q3 2022 Earnings Call Summary – 2022-05-04 – US$ 54.00 – Edited Brief of WOLF.N earnings conference call or presentation 4-May-22 9:00pm GMT

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MLA:
Thomson StreetEvents. "Wolfspeed Inc Q4 2022 Earnings Call Summary" Aug 17, 2022. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2022-Wolfspeed-Inc-Earnings-Call-B15298918>
  
APA:
Thomson StreetEvents. (2022). Wolfspeed Inc Q4 2022 Earnings Call Summary Aug 17, 2022. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2022-Wolfspeed-Inc-Earnings-Call-B15298918>
  
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