Latest Articles
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Key Trends To Watch As Qualcomm Reports Q1 Results
Qualcomm (NYSE:QCOM) is expected to publish its Q1 fiscal 2018 results on January 31. While we expect the company’s bread-and-butter technology licensing business to underperform on account of its ongoing litigation with its largest customer, Ap...
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How Sensitive Is Qualcomm To Changes In Its Semiconductor Market Share?
Qualcomm (NYSE:QCOM) is likely to increasingly lean on its semiconductor operations, as it faces multiple challenges from its bread-and-butter technology licensing business, which has been embroiled in multiple legal battles with both regulators...
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Why The New Centriq Server Processor Is Important To Qualcomm
Qualcomm (NYSE:QCOM) has started commercial deployment of its first ARM-based server processor called the Centriq 2400, as it looks to challenge Intel’s dominance over the market for data center processors while diversifying its revenue stream b...
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Why Does Broadcom Want To Buy Qualcomm?
Semiconductor company Broadcom made an unsolicited $105 billion bid for wireless technology behemoth Qualcomm (NYSE:QCOM) on Monday, in what could shape up to be the biggest-ever deal in the technology space. Broadcom’s offer of $70 per sh...
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Semiconductors Drive Qualcomm’s Earnings Beat, Outlook Remains Positive
Qualcomm (NYSE:QCOM) published its Q4 results on Wednesday, November 1, beating market expectations on both earnings and revenues, driven by a stronger performance of its semiconductor business, which is gaining traction in opportunities outside...
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Key Trends To Watch As Qualcomm Publishes Q4 Results
Qualcomm (NYSE:QCOM) is expected to publish its fiscal Q4 results on Wednesday, November 1, reporting on a quarter that is likely to see its semiconductor division post stronger results, although its bread-and-butter licensing operations will co...
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Can Qualcomm Hold Its Lead As The Wireless Industry Migrates To 5G?
Qualcomm (NYSE:QCOM) recently announced that it had completed its first test of 5G connectivity on a mobile device. While 5G trials are still underway with standards yet to be finalized, the development indicates that Qualcomm is inching closer ...
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Qualcomm Updates: Taiwan Antitrust Fine, Lawsuit Against Apple In China
Qualcomm (NYSE:QCOM) had a busy week on the legal front after it was fined about $773 million by the Taiwanese government, which accused it of licensing its standard-essential patents in an unfair manner. Separately, the company also expanded it...
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Will Qualcomm Sweeten Its Bid For NXP?
Qualcomm’s (NYSE:QCOM) proposed acquisition of NXP Semiconductors has run into some obstacles in recent months. While the deal is subject to an in-depth probe by E.U. regulators, who have raised antitrust concerns, NXP shareholders have al...
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Why Qualcomm Acquired A Machine Learning Startup
Last week, Qualcomm (NYSE:QCOM) announced that it had acquired Netherlands-based machine learning startup Scyfer for an undisclosed amount. The company also laid out its vision for artificial intelligence (AI), indicating that it would double do...
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Qualcomm Beats Estimates, But Apple Dispute Takes Its Toll
Qualcomm (NYSE:QCOM), published its fiscal Q3 earnings on Wednesday, reporting a better than expected set of numbers amid a stronger performance of its semiconductor business, although the technology licensing businesses saw significant decline...
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Qualcomm Q3 Earnings Preview: Licensing Business In Focus
Qualcomm (NYSE:QCOM) is scheduled to publish its Q3 FY’17 earnings on July 19, reporting on a quarter that is likely to see significant uncertainty relating to its technology licensing business amid the current litigation with Apple. Below...
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Why We Cut Our Price Estimate For Qualcomm
We are reducing our price estimate for Qualcomm (NYSE:QCOM) from around $70 per share to about $65 per share, to account for the multiple legal threats faced by its lucrative patent licensing unit, QTL. The company is currently entangled in lega...
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What’s At Stake For Qualcomm As Apple Expands Its Lawsuit?
Last week, Apple stepped up its legal battle against Qualcomm (NYSE:QCOM), targeting the company’s licensing practices that require its chip customers to also pay licensing fees for its patents, while seeking restitution of all excessive ...
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Why Trump’s Proposed Tax Policy Could Benefit The U.S. Semiconductor Industry
Corporate tax reform was one of the major agendas of President Trump’s election campaign. The proposed changes include a significant cut in the current corporate tax rate of 35%, which is among the highest in the world, and lowering the rep...
