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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: kech who wrote (183127)	11/3/2023 8:14:07 AM
From: manning18	11 Recommendations Read Replies (1) of 196977

Doesn’t this answer your question? Stacy Rasgon Got it. That's helpful. For my second question, I want to ask about the new Apple agreement. So you put that out a little while ago. You're modeling 20% share now in the phone that launches in ‘26. So that'll be primarily a fiscal ‘27 issue. How should we think about, the shape of that in ‘24 and the launches that happened in ’24 and ‘25? Do we assume that you've got close to 100% of the majority of the units there and then it drops down for modeling purposes to 20% on the ‘26 launch or like, what does that look like? Akash Palkhiwala Yes. So the way you should think about the new agreement with our kind of going into specifics, the framework is very consistent with the previous agreement. It covers three launches. So, the launch in ‘24, launch in ‘25, and launch in ‘26. And, again, the framework is consistent with what we had before. For financial planning purposes, we're taking the same approach as we did with last agreement, and that's 20% you mentioned where in the last year, we are planning as if we're going to get 20% share. But you know, to the extent that we get more than that, that'd be upside for our plan.

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