Latest Articles
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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...
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Can Qualcomm Regain Momentum With Snapdragon 821 Chipset?
For years, Qualcomm (NYSE:QCOM) has been a leader in the modem and application processor market for smartphones. However, Qualcomm suffered a major setback in 2015 when performance issues with its premium chipset, Snapdragon 810, induced some o...
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How Can The Brexit Impact Qualcomm?
The news of the Brexit pulled down Qualcomm’s stock price by approximately 8%. However, it has pretty much recovered since then. We can largely attribute this drop to the general sell-off sentiment of the market rather than any actual impact of ...
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Why Brexit Will Not Have A Significant Impact On The Semiconductor Industry
British voters’ decision to exit the European Union (termed Brexit) took the world by surprise, wiping nearly $2 trillion from the global markets on the day the referendum results were announced. The British pound fell to a 30-year low agai...
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Why Is Qualcomm’s Lawsuit Against Meizu Technology Significant?
In an effort to decrease the under-reporting of sales in China, Qualcomm took a surprising route by filing a lawsuit against a Chinese smartphone maker – Meizu Technology this time. The smartphone company is being sued for alleged violation...
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Here Is Why Qualcomm’s Entrance Into The Server Chipset Market Makes Sense
Earlier this year, Qualcomm (NYSE:QCOM) announced plans to enter into a joint-venture with a Chinese province to enter into the server chip market. While a handful of ARM licensees that have tried venturing into this market have not been success...
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Qualcomm vs MediaTek – Which Company Is Operating More Efficiently?
In an attempt to gain market share, both Qualcomm (NYSE:QCOM) and MediaTek have followed a low cost pricing strategy. Because of this, the operating margins for both the companies have declined in the past two years. In this analysis, we compare...
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Can MediaTek Disrupt Qualcomm’s Market Share?
According to Strategy Analytics, Qualcomm’s (NYSE:QCOM) smartphone application processor revenue share declined from 52% in 2014 to 45% in 2015. However, during this time, Qualcomm’s rival – MediaTek saw its market share improv...
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Can Qualcomm Regain Momentum By Investing In Drones?
In the past year, Qualcomm’s stock (NYSE:QCOM) has not performed well for investors, as its core business has been threatened by heightened competition from chip makers and pending litigation issues. However, the company has taken moves to ...
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What Does The Intel-Apple Deal Imply For Qualcomm?
According to reports, Apple’s next version of the iPhone used on AT&T’s network will feature Intel’s modem integrated circuit instead of Qualcomm. Though Intel is posing a major threat to Qualcomm’s chipset business, t...
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How Did Qualcomm Fare In Q2’16 Earnings?
Leading Chipset maker, Qualcomm (NYSE:QCOM) reported its Q2 2016 earnings on April 20th. (Fiscal years end with September.) Although revenues and EPS were significantly down on a year-over-year basis, the metrics topped the consensus estimates ...
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What Can We Expect From Qualcomm’s Q2’16 Earnings?
Leading chipset maker Qualcomm (NYSE:QCOM) is set to announce its Q2 2016 earnings on April 20th, 2016. (Fiscal years end with September.) The company will likely see a sequential improvement in its licensing revenues due to stronger device sales...
