Qualcomm Moderated Thread - please read rules before posting Message Board

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

QCOM 174.73

+0.3%

2:57 PM EST

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To: BDAZZ who wrote (195177)	8/9/2025 10:18:59 PM
From: waitwatchwander	2 Recommendations Recommended By sbfm sd_yomar Read Replies (1) of 197016

The problem the street has is Apple reductions have yet to hit Qualcomm's fundamentals. It's all been and continues to be a future doubt based upon the lack of an Apple contract, post 2026.. This was the same as when the current contract with Apple got signed. Little recognition came with that signing .Apple must have some very rich friends dependent upon them final getting a good enough modem and Apple is not all there yet either. I suspect a new Qualcomm/Apple contract gets signed next year with a unit volume reduction and a higher price. Apple still needs Qualcomm even if it's just to stay in the race with last generation product. We won t get market recognition for this new contract either because Apple revenues with Qualcomm continue to decline. It is only non US shareholders that comprehend the power of Android over iOS. Apple is just a drag on Qualcomm and that's what they'll always be at least until they do get to zero QCT revenues.

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