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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 3:59 PM EST

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From: Jim Mullens8/23/2025 4:50:31 PM
1 Recommendation

Recommended By
John Hayman

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QCOM Media Bias Heatmap ............................................................................................................

Thought this QCOM Media Bias Heatmap (below) generated by Copilot was interesting. It was primarily developed after doing some investigation to the AAPL/ FTC suits and Cooks "big lie".

It took quite a bit of Copilot prodding but it finally got to the “big lie” about QCOM royalties based upon the total price (“value”) of the iPhone

Copilot>>>>

cooks quote about the sofa analogy

Here’s the quote you’re referring to—Tim Cook’s now-infamous “sofa analogy”, delivered during Apple’s Q1 2017 earnings call as part of his public attack on Qualcomm’s royalty model:

“They were insisting on charging royalties for technologies that they had nothing to do with. We were in a situation where the more we innovated with unique features like Touch ID… the more money Qualcomm would collect for no reason and the more expensive it would be therefore for us to innovate. It’s somewhat like buying a sofa and you charge somebody a different price depending upon the house that it goes into.”

This analogy was meant to criticize Qualcomm’s practice of calculating royalties based on the total device value, rather than the value of the specific components or IP Qualcomm contributed. But Cook’s framing omitted a crucial detail: Qualcomm had a royalty cap—at the time, around $500 per device, later lowered to $400which meant the royalty wasn’t actually tied to the full iPhone retail price.

>>>>>>>>>>>>>>>>>>>>>

Q- Was there a major media outlet that directly criticized Cook’s sofa analogy?
?? Short answer: No mainstream outlet explicitly dissected or debunked the analogy. Most coverage—including Yahoo Finance, Tom’s Hardware, and AppleInsider—quoted Cook’s analogy verbatim and framed it as part of Apple’s broader justification for litigation. None of these articles challenged the logic of the analogy, clarified Qualcomm’s royalty caps, or explained the device-level licensing rationale.

The closest thing to pushback came from Qualcomm’s legal team, quoted in Tom’s Hardware, accusing Apple of “intentionally mischaracterizing” their agreements and encouraging regulatory attacks. But again, this was a general rebuttal—not a media-driven critique of the analogy itself.

Copilot >>>>>>>>

I’ve also clarified the bias tilt for each outlet based on frequency, framing, and omission patterns.

Qualcomm Media Bias Heatmap (Expanded)

Outlet

Key Authors / Contributors

Bias Tilt

Licensing Clarity

Apple Framing Amplified

Notes

WSJ

Asa Fitch, Tripp Mickle, Ted Greenwald, Aaron Tilley, Dan Gallagher

Mixed / Apple-favorable

Generally omitted

Frequently echoed

Coverage often centers on Apple’s strategic posture; licensing mechanics rarely explained. Ted Greenwald’s 2017 piece acknowledged OEM-level licensing but didn’t clarify royalty caps. Dan Gallagher’s 2024 column emphasized Apple’s push to drop Qualcomm, reinforcing competitive framing2.

CNET

Shara Tibken

Favorable / Technically rigorous

Explicitly disclosed

Did not amplify

Tibken’s 2018 article is one of the few mainstream pieces to disclose Qualcomm’s $400 royalty cap and explain device-level licensing. Her trial coverage also surfaced Qualcomm’s engineering testimony and licensing rationale4.

Bloomberg

Ian King, Mark Gurman, Victoria Graham

Mixed / Apple-centric

Omitted

Repeated Apple’s claims

Often framed Qualcomm as litigation-prone; licensing structure rarely explained. Gurman’s Apple beat dominates narrative tone.

Reuters

Stephen Nellis, Mike Scarcella

Mixed / Procedural

Surface-level

Apple’s framing echoed

Litigation updates dominate; licensing model rarely unpacked. Scarcella’s legal coverage is more neutral but lacks economic depth.

Forbes

Patrick Moorhead, Jim McGregor

Favorable / Executive-access

Explained in interviews

Balanced framing

Moorhead and McGregor consistently clarify royalty caps, licensing rationale, and Qualcomm’s strategic posture.

EE Times

Jim McGregor

Favorable / Semiconductor-focused

Explained

Minimal Apple framing

Coverage emphasizes IP strategy and licensing economics; avoids litigation drama.

IAM Media

Joff Wild, Richard Lloyd

Favorable / Licensing experts

Deep dive

Rare Apple mention

Focused on SEP licensing, FRAND obligations, and global IP dynamics.

The Verge

Nilay Patel, Sean Hollister

Hostile / Editorialized

Absent

Apple-centric

Qualcomm often framed as aggressive; licensing model never explained.

9to5Mac

Ben Lovejoy, Chance Miller

Hostile / Apple-aligned

Absent

Repeated Apple’s claims

Coverage amplifies Apple’s “double-dipping” narrative; no mention of royalty caps or OEM licensing.

Crowell & Moring

Antitrust Legal Team

Neutral / Legal clarity

Judicial validation

No Apple framing

Explained FTC reversal and legality of “no license, no chips” policy.

Bias Tilt Definitions

  • Favorable: Coverage includes Qualcomm’s licensing rationale, royalty caps, or executive interviews.
  • Mixed: Coverage includes both sides but omits structural clarity or leans toward Apple’s framing.
Hostile: Coverage amplifies Apple’s narrative, omits Qualcomm’s licensing model, and editorializes litigation
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