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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 9:30 AM EST
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To: GR8FORM who wrote (196808)12/3/2025 6:34:07 PM
From: Jim Mullens3 Recommendations

Recommended By
GR8FORM
JeffreyHF
vkvraju5

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CA at UBS- F29 target move in to F28 - CAGR adjustments ..........................
GR8, thanks for the transcript.
>>>>>>

Cristiano Amon
CEO, President & Director >>>>>

“I agree. It's ( data center) 100% incremental, not model in our $22 billion of no handset. Those are for the other markets we've been executing right now. And we did say in the last earnings call, I think we feel confident to -- we historically have been very conservative with some of those assumptions. We feel comfortable pulling in by 1 year, where we originally set.”

>>>>>>>

F29 target moved in one year to F28-

Makes the CAGR now 4 years, and about a point and one half higher. CA also mentions “very conservative” , which also appears to be the case in the handset segment which shows miscule growth even with backing out the modems

Notes
1) Copilot assisted in developing the table and calculated the CAGR. The CAGRs below the QCT subtotal (ex-DC) were not recalculated with the F28 adjustment.

2) The data center revenue is my preliminary WAG and just for the enterprise inference markets (accelerators). QCOM will also be aiming at the training market when the Oryon CPU begins to ship in late FY27/ 28.





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