Latest Articles
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Samsung’s Note 7 Disaster Have Likely Affected Qualcomm’s Q4 Top-Line
Leading chipset market, Qualcomm (NYSE:QCOM) is set to report its Q4 2016 earnings on November 2nd. (Fiscal years end with September.) In Q3, the company witnessed a year-over-year increase in its top-line, after reporting consecutive revenue d...
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Qualcomm-NXP Semiconductors Could Create A Behemoth In The Automotive Semiconductor Space
According to a report by Wall Street Journal, leading chipset maker, Qualcomm (NYSE:QCOM) is reportedly in talks to acquire NXP semiconductors, in a deal likely be valued at more than $30 billion. This could be potentially the largest acquisit...
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Scenarios That Can Change Our Valuation For Qualcomm
Qualcomm (NYSE:QCOM) develops and patents communication technologies, such as CDMA and OFDMA, which it then licenses to device manufacturers that use its technology. The company is also a leading developer and supplier of integrated circuits and...
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Why Qualcomm And Ericsson Have Teamed Up To Form Avanci?
Recently, Qualcomm (NYSE:QCOM) teamed-up with four other companies to form a consortium to jointly license patents in the Internet of Things (IoT) market. Joining Qualcomm in the initiative are Ericsson (NYSE:ERIC), KPN, ZTE, Inter Digital an...
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Dissecting Qualcomm’s Loss In iPhone 7
An early teardown of iPhone 7 and iPhone 7 plus by Chipworks confirms that the non-CDMA version of the device features an Intel baseband device. Separate teardowns of the iPhone 7 by iFixit have found Qualcomm baseband processors and most industr...
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How Do We Expect Qualcomm’s Licensing Segment Revenues To Grow In The Next 5 Years?
We expect Qualcomm’s Licensing segment (QTL) revenues to decline by approximately $2 billion in the next five years. At present, the segment accounts for about 31% of the company’s overall revenues and we expect this figure to declin...
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Is Intel Losing Its Position In The Wearable Device Market?
Wearable devices are a subset of IoT (Internet of Things), and Intel (NASDAQ:INTC) has been aggressively investing to gain a strong foothold in this space. According to a recent report by IDC, the wearable device shipments are expected to reach...
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How Do We Expect Qualcomm’s QCT Segment Revenues To Grow In The Next 5 Years?
We expect Qualcomm’s Chipset segment (QCT) revenues to decline by approximately $800 million in the next five years. At present, the segment accounts for about 68% of the company’s overall revenues and this figure is expected to reac...
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Is IoT The Next Big Thing For Qualcomm?
According to a recent report, Qualcomm (NYSE:QCOM) holds the top spot in a ranking of the total number of Internet of Things patent holders. It also leads with regard to the number of high strength patents held. Currently, the company garners...
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Qualcomm’s Expected Revenue Growth For 2016: Trefis Estimate
>> Qualcomm’s revenue is likely to decline by 2% in 2016 Reasons for the above revenue estimate: A likely decline in Qualcomm’s royalty rate and the device prices can together offset the revenue growth from the increase in ...
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Is Qualcomm Past Its Licensing Issues In China?
It has been more than a year since Qualcomm (NYSE:QCOM) has been struggling to get Chinese OEMs to comply with the new licensing terms laid out by the Chinese government. The company was accused of monopolistic practices by the NDRC of China and...
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Why Is Qualcomm Expecting Higher Operating Margins For Its Chipset Business In Q4’16?
Qualcomm’s (NYSE:QCOM) chipset business had an operating margin of 8% in Q3’16. The company expects this figure to double in the fourth quarter. We can attribute the increase in QCT operating margins in Q4 to the following reasons: ...
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How Can Qualcomm’s Chipset Revenues Grow In The Next 5 Years?
We believe that Qualcomm’s revenues from QCT(Qualcomm CDMA Technologies) segment, which includes the sales from its chipsets, will decline by around $600 million in the next five years. Reasons for the decline: We believe Qualcomm s...
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Qualcomm’s Stock Price Surges After A Strong Performance In Q3
Leading wireless chipset maker Qualcomm (NYSE:QCOM) posted strong Q3 2016 results that surpassed consensus estimates and were mostly at the higher end of its guidance range. The stock price has surged by as much as 7% in the after hours. We c...
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What Can We Expect From Qualcomm’s Q3’16 Earnings?
Leading chipset maker Qualcomm (NYSE:QCOM) is set to report its Q3 2016 earnings on July 20th. (Fiscal years end with September.) We expect that there was a contrinutation of trends evident in fiscal Q2 2016 earnings release in April, when re...
