Latest Articles
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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...
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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...
