Latest Articles
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Why We Increased Our Price Estimate For Qualcomm To $84 Per Share
We have increased our price estimate for Qualcomm (NASDAQ:QCOM) from $58 per share to about $84 per share, following the company’s surprise settlement with Apple (NASDAQ:AAPL) on their two-year long licensing dispute in mid-April. Below, we tak...
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What Does The Settlement With Apple Mean For Qualcomm?
Qualcomm (NASDAQ:QCOM)and Apple (NASDAQ:AAPL) reached a surprise settlement on their two-year long licensing dispute, in what we believe is a win-win for both companies. Below we take a look at some of the developments and what it could mean f...
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What’s The Revenue Potential Of Qualcomm’s RF Front End Business?
Qualcomm (NYSE:QCOM) has been ramping up sales at its RF Front End (RFFE) business – which includes the various components that come between the antenna and modem of a wireless device – as it looks to increase its share of smartphone component c...
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Qualcomm Q1 Takeaways And A Closer Look At Its QCT Performance
Communications technology behemoth Qualcomm (NYSE:QCOM) published its Q1 FY’19 results on Wednesday, reporting stronger than expected earnings that were driven partly by better cost management and a new interim licensing agreement with Hua...
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Qualcomm Q1 Preview: MSM Business In Focus
Qualcomm (NYSE:QCOM) is expected to publish its Q1 FY’19 results on January 30, reporting on a quarter that is likely to see the company’s financials reflect some pain from its souring relationship with Apple. While the iPhone marker has been wi...
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What’s The Outlook Like For Qualcomm After A Mixed Fiscal 2018?
Wireless technology behemoth Qualcomm (NYSE:QCOM) published its Q4 FY’18 results on Wednesday, November 7, reporting a better than expected set of results that were driven by stronger demand for the company’s chipsets from Chinese smartphone ven...
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What To Expect As Qualcomm Reports Q4 Results
Wireless technology behemoth Qualcomm (NYSE:QCOM) is expected to publish its Q4 FY’18 results on Wednesday, November 7, reporting on a quarter that is likely to see the company post a mixed performance amid slowing global demand for smartphones ...
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Can Qualcomm See Wearables Success With The Snapdragon Wear 3100 Chip?
Qualcomm (NYSE:QCOM) introduced a smartwatch chipset called the Snapdragon Wear 3100 at an event held on Monday, marking its first major smartwatch chip launch in over two years. The chip, which is based on an all-new architecture, will be cruci...
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With The NXP Deal Called Off, What Lies Ahead For Qualcomm?
During its third-quarter earnings call, Qualcomm said that it would scrap its planned $44 billion acquisition of chip maker NXP Semiconductor after it failed to secure approval from Chinese regulators, in a move that comes as a setback to the com...
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Qualcomm Q3 Preview: Is The QTL Business On The Mend?
Qualcomm (NYSE:QCOM) is expected to publish its Q3 2018 results on Wednesday, July 25. The company’s performance in recent quarters has been mixed, due to headwinds at its bread and butter licensing business (QTL), which is currently facin...
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Is Qualcomm Making A Mistake By Exiting Server Market?
Last month, Bloomberg reported that Qualcomm (NYSE:QCOM) was mulling an exit from the server business, either shuttering the operations or selling them to another company. There have also been reports that the head of the company’s data center b...
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Will China Approve Qualcomm’s NXP Acquisition?
Qualcomm’s (NYSE:QCOM) deal to purchase NXP Semiconductors has been caught in the crosshairs of the trade tensions between the U.S. and China, with the Chinese government holding up regulatory approval of the $44 billion deal. The deal has...
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What Lies Ahead For Qualcomm As U.S. Blocks Broadcom’s Takeover Attempt?
On Monday, the Trump administration issued an order blocking Broadcom’s $117 billion hostile bid for rival Qualcomm (NASDAQ:QCOM) on national security grounds, in a move that could effectively end the Singapore-headquartered Broadcom’s pursuit ...
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Why Qualcomm Raised Its Bid For NXP
On Tuesday, Qualcomm (NYSE:QCOM) announced that it was increasing its bid for NXP Semiconductors by 16% to $127.50 per share, for a total consideration of about $44 billion, after mounting pressure from NXP shareholders and activist investors. T...
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Takeaways From Qualcomm’s Q1 Earnings
Qualcomm (NYSE:QCOM) published its fiscal Q1 results on Wednesday, January 31, reporting a stronger than expected set of results that were driven by its semiconductor operations. The company’s CDMA technologies unit saw revenues rise by 13% to $...
