Stock Prosecutor3, re: Investor Day 2029 targets................................................................
Revised to include QTL –
Seems quite a bit disappointing / conservative that PCs are only $4B 5 years out. I was expecting more.
Hope they get the slides up soon.
Below from JonessBro and my scribbles/ WAG
Revenue
.............FY24..........FY29
QCT- ...$33.2.. ........$44.0 ( 2024 Invest Day)
QTL- .......5.5 ..............5.5
Oth- ........0.2...............0.2
TOT-.. .$38.9...........$49.7 ....5.0 CAGR
w/ AAPL Modem..... $ 5.0.... Est
Total....................... .$54.7.... 7.0 CAGR
>>>>>>>>
jonessBro, re: Investor day........................................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..
The breakdown is :
PC $4 billion
XR $2 billion
Industrial $4 billion
Other $4 billion includes tablets, watches, etc.
>>>>>>>>>>>>>>>>>>>>>>>>
Thanks,
I also think Akash said
.................$9B auto
............... $22B combined Auto and IOT in 2029
................& 50/50 split between handsets and new segments.
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