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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.29-2.2%Dec 17 3:59 PM EST
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To: Jim Mullens who wrote (175934)11/1/2022 1:48:28 PM
From: Jim Mullens7 Recommendations

Recommended By
Art Bechhoefer
GR8FORM
JeffreyHF
manning18
Prophet of Profits

and 2 more members

  Read Replies (2) of 196981
 
Q4F22 AAPL modem WAG................................................................................................

FWIW, and purely a WAG, my estimates of the Q4F22 EPS not in QCOM guide attributable to the 80% of AAPL modems supposedly provided by AAPL itself.

+ using 70 and 80 million iPhone units for Q4- modems fabricated for OND iPhone sales

+ Modem ASP at $20 and $25 / unit ???

+ 32% QCT margin

+ QCOM taxes at 14%

Bottom line, QCOM Q4F22 guide was understated by 58 to 83 cents based upon only supplying 20% of iPhone modems.




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