Latest Articles
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Why Qualcomm Remains The No.1 Player In Cellular Baseband
As per a recent report by Strategy Analytics, Qualcomm (NASDAQ:QCOM) retained its lead position, accounting for 66% of the $4.7 billion (2.5% annual growth) global cellular baseband processor market, in Q1 2014. With a 15% and 5% market share, Me...
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A Robot Apocalypse . . . Mankind’s Deadliest Foe?
Submitted by Wall St. Daily as part of our contributors program A Robot Apocalypse . . . Mankind’s Deadliest Foe? What’s the greatest threat to mankind? No water . . . no food . . . nuclear war . . . a devastating global pandem...
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Why Qualcomm’s Royalty Rate Will Continue To Decline
Qualcomm (NASDAQ:QCOM) develops and patents mobile phone communication technologies, such as CDMA/WCDMA (3G technology) and OFDMA (LTE/WiMax technologies), which it then licenses to tablet and mobile phone manufacturers. These mobile phone manufa...
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The Semiconductor Industry’s MVP . . . Bar None
Submitted by Wall St. Daily as part of our contributors program The Semiconductor Industry’s MVP . . . Bar None Another week… another bout of C.H.A.O.S. You know the drill . . . rather than the idle guesswork that financial pundit...
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Qualcomm’s Revenue Growth Slows Amid Smartphone Saturation, Slow LTE Sales in China
Qualcomm (NASDAQ:QCOM) announced a mixed set of Q2 FY2014 results on April 23rd, as revenues rose only 4% year-over year, but net earnings came in ahead of guidance on healthy expense optimization across verticals. Although in line with guidance,...
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Qualcomm Earnings Preview: Chipset And Device ASPs In Focus Amid High-End Saturation
Qualcomm (NASDAQ:QCOM) is scheduled to announce its Q2 FY2014 results on April 23. The semiconductor giant is facing top-line growth concerns amid saturation at the high end of the smartphone market and a growing mix of emerging market sales. Las...
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Qualcomm To See Near-Term LTE Market Share Gains in China But Regulatory Uncertainties Remain
Confirming earlier rumors, China Mobile (NYSE:CHL) announced recently that it will sell only five-mode 4G handsets from June onwards. This puts an end to a brief adjustment period for local players when they were allowed to ship three-mode handse...
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Qualcomm Benefits From China Mobile’s Likely Shift To Five-Mode Handsets
Qualcomm (NASDAQ:QCOM) may be have some good news coming in from China, with rumors suggesting that China Mobile (NYSE:CHL) has reverted to its initial policy of procuring 4G terminals with support for both TDD- and FDD-LTE. At least two independ...
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Qualcomm Should Tread Carefully With Capital Plans Amid Smartphone Saturation, China Troubles
Having ridden the mobile revolution to new highs, Qualcomm (NASDAQ:QCOM) rewarded its shareholders with the announcement of a 20% hike in quarterly dividends and the addition of $5 billion to its share buyback program. Qualcomm shareholders will...
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Qualcomm’s Regulatory Troubles In China Cast A Shadow Over 4G Opportunity
Qualcomm (NASDAQ:QCOM) is facing an anti-monopoly probe in China amid allegations that it has been abusing its dominant market position to charge discriminatory fees. The National Development and Reform Commission (NDRC) made its first public c...
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Qualcomm Posts Mixed Q1 As Operational Efficiencies Counter Decline In ASPs; China Potential Ahead
Qualcomm (NASDAQ:QCOM) announced a mixed set of Q1 FY2014 results on January 29th, as revenues rose only 10% year-over year, but net earnings came in ahead of guidance on healthy expense optimization across verticals. Although in line with guidan...
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Qualcomm Earnings Preview: Facing ASP And Margin Concerns Despite Holiday Season Boost
Qualcomm (NASDAQ:QCOM) is scheduled to release its Q1 FY2014 results on January 29th. The semiconductor giant has had a record run over the last six quarters, riding the rising global demand for mobile devices to grow revenues year-over-year by a...
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Mega-Drone Strikes Las Vegas in Broad Daylight
Submitted by Wall St. Daily as part of our contributors program Want to know the next big thing in technology? So do the throngs of technophiles, investors and media types descending on Las Vegas for the 2014 Consumer Electronics Show . Bef...
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Qualcomm’s $20 Billion Opportunity From Growing 3G/4G Penetration
The ongoing transition to 3G and 4G networks around the world gives Qualcomm (NASDAQ:QCOM) a lot of growth potential to tap into. While carriers in developed markets such as the U.S., South Korea and Japan are a long way ahead in terms of penetra...
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Qualcomm Delivers Record Q4 Results But Disappoints With Guidance As ASP Concerns Catch Up
Qualcomm (NASDAQ:QCOM) reported a solid set of Q4 FY 2013 results Wednesday, as strong growth in chipset sales and licensing fees helped revenues grow 33% year-over-year and come in close to the high end of its guidance. Earnings per share also r...
