Latest Articles
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Qualcomm’s Foray In PC’s & Data Center: What Does It Mean For Intel
Qualcomm’s (NYSE:QCOM) move into the mobile PC market has been talked about and anticipated for years. The company finally announced ASUS, HP, and Lenovo as the first original equipment manufacturers (OEM) to develop mobile PCs powered by t...
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Why We Believe Qualcomm’s Long-Term Growth Remains Intact
Having increased significantly last year, chipmaker Qualcomm’s (NYSE:QCOM) stock price has declined considerably so far this year. Though the company has witnessed strong growth (on a Non-GAAP basis) in the last few quarters, the various fi...
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Qualcomm Reports A Strong Q2’17: Is Confident About The Future Of Its Licensing Business
Qualcomm (NYSE:QCOM) reported a strong Q2’17 on April 19th, with both non-GAAP revenue and EPS above analyst expectations. The company saw healthy year-on-year growth across all reported segments, driven by solid MSM chipset demand and stro...
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Qualcomm’s Q2’17 Earnings Preview: Licensing Business Under Pressure From The Ongoing Lawsuits But Diversification Strategy To Drive Growth
Chipset maker, Qualcomm (NYSE:QCOM), is set to report its Q2 2017 earnings on April 19th. The company ended 2016 on a strong note, witnessing healthy growth in its revenue and earnings in Q3’16 and Q4’16. Even the Samsung Note 7 disaster had a mi...
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Qualcomm Posts Moderate Revenue Gains In Q1’17 As Threats From Lawsuits Loom Large Over Licensing Business
Leading chipset maker, Qualcomm (NYSE:QCOM) posted its fiscal Q1’17 results on January 25th. (Fiscal years end with September.) The company’s revenues increased in low-single digits in the quarter on a year over year basis and decline...
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Qualcomm’s Licensing Business Could Be Undermined By The Rising Number of Lawsuits Against The Company
Last week, the U.S. Fair Trade Commission (FTC) filed suit in Federal Court against Qualcomm (NYSE:QCOM) alleging that certain monopolistic business practices of the company were in violation of Fair Trade Commission Act of 1914, in which basic ...
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What Can We Expect From Qualcomm’s Q1’17 Earnings?
Leading chipset maker, Qualcomm (NYSE:QCOM) is set to report its Q1 2017 earnings on January 25th. (Fiscal years end with September.) Going by the company’s guidance for the quarter, its revenues and earnings per share in the quarter have ...
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Qualcomm Dives Into The Connected Car Market With Its Drive Data Platform
At CES recently, Qualcomm (NYSE:QCOM) introduced its Drive Data Platform, which the company claims is designed to intelligently collect and analyze information from vehicle’s sensors. In addition, the Drive Data Platform can assist smart cars ...
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What Does The KFTC Ruling Imply For Qualcomm?
Leading CDMA chipset maker, Qualcomm (NYSE:QCOM) has been notified by the Korean Fair Trade Commission (KFTC) that it intends to file a written judgement against the company regarding its licensing terms that includes a fine of $854 million. Th...
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How Can Higher Royalty Rates Add To Our Price Estimate For Qualcomm?
We currently forecast that Qualcomm ‘s (NYSE:QCOM) royalty rates for mobile devices will decline from an estimated 3.0% in 2015 to 2.0% by the end of the Trefis forecast period. Our primary reason for believing that Qualcomm might have to ...
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How Can Mobile Chipset Pricing Impact Qualcomm’s Stock Price?
Qualcomm ‘s chipset price decreased from an estimated $21 in 2007 to around $17 in 2010. We calculate the company’s chipset price using the following formula: Qualcomm’s Chipset Price = Mobile Device Chipsets Revenues/MSM units...
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Qualcomm Advantageously Positioned To Compete In The Server Chip Market
Qualcomm (NYSE:QCOM) recently announced the commercial sampling and the live demonstration of the world’s first 10nm server processors. The company seems to be on track to deliver its chips for the server processor market. Earlier this ye...
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Opportunity For Qualcomm Could Be A Setback For Intel
In a surprise move, Microsoft announced, at the hardware developer conference in Shenzhen, China, that it is collaborating with Qualcomm to enable Windows 10 on mobile computing platforms that will be based on Qualcomm’s Snapdragon chipset...
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Why We’re Revising Our Price Estimate For Qualcomm To $65?
We recently increased our price estimate for Qualcomm (NYSE:QCOM) by approximately 20%, to $65 per share. The revision in our price estimate for Qualcomm is mainly because we believe that the company will manage to maintain a higher royalty rate...
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Qualcomm Posts Strong Q4’16 Results Despite The Samsung Note 7 Loss
Leading semiconductor maker Qualcomm (NYSE:QCOM) announced its Q4’16 earnings on November 2nd. (Fiscal years end with September.) A healthy revenue growth of 13% and an improved cost structure together led to a 45% increase in the comp...
