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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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To: Prophet of Profits who wrote (196493)11/5/2025 11:14:50 PM
From: waitwatchwander1 Recommendation

Recommended By
Dr. John

   of 196772
 
I thought I heard Akash state QCT margins over 30% this QTR. With auto and IoT, margins due to mix are going to be all over the map. Few outside Q will be able to digest the impact of margins within any particular product segment.

In addition to the above Q is likely moving into the medium priced handset tier with their Snapdragon AI product and this is likely to have negative consequences as to overall QCT margins.

I don't think they're idiots, they just don't have the necessary info for a complete call as to margin mix.
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