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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 179.26+0.5%Dec 15 3:59 PM EST
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To: Optntrdr1999 who wrote (196903)12/11/2025 12:44:00 PM
From: Jim Mullens2 Recommendations

Recommended By
Ken Carrillo
vkvraju5

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O99 re: QCOM v ARM- Ventana / RISC-V- potential implications ........................
Copilot Q&A

Q1- Ventana – QCOM Acquisition and RISC-V--- QCOM v ARM likelihood of pretrial settlement and potential money from ARM to QCOM.

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

— let’s break this down carefully since Qualcomm’s offensive suit against Arm (trial set for March 2026) is still pending and no damages have been quantified publicly. What we can do is outline the types of damages Qualcomm could plausibly seek and then frame a scenario overlay for potential ranges.

Types of Damages Qualcomm Could Pursue
  1. Compensatory Damages (Lost Business Opportunities)
    • Qualcomm alleges Arm interfered with its customer relationships and licensing rights.
    • Damages could be tied to lost contracts, delayed adoption, or reduced licensing revenue.
    • Example: If Arm’s actions caused hyperscalers or OEMs to hesitate in adopting Qualcomm CPUs, Qualcomm could argue for recovery of those lost deals.
  2. Expectation Damages (Contractual Value)
    • If Qualcomm proves Arm breached contractual obligations, damages could reflect the value Qualcomm expected to realize under its Arm Architecture License Agreement (ALA).
    • This could include royalty savings or foregone product revenues.
  3. Consequential Damages (Downstream Impact)
    • Qualcomm may argue Arm’s interference delayed its datacenter CPU roadmap (Oryon, Ventana integration).
    • Damages could extend to market share losses vs. AMD/Intel in the server CPU space.
  4. Punitive Damages (Less Likely)
    • Only possible if Qualcomm proves malicious or willful misconduct by Arm.
    • Courts rarely award punitive damages in IP/licensing disputes, but Qualcomm could push for them to deter Arm’s licensing tactics.
  5. Declaratory Relief (Non-monetary but valuable)
    • Qualcomm may seek a court declaration affirming its rights under the ALA.
    • This strengthens Qualcomm’s negotiating position but doesn’t directly yield cash.
Potential Range (Scenario Overlay)

Since no figures are public, here’s a stress-testable overlay:

Scenario

 Type of Damages

 Potential Range
Settlement before trial

 Licensing concessions, possible modest cash

 Tens to low hundreds of millions
Qualcomm wins at trial

 Compensatory + expectation damages

 Hundreds of millions to >$1B depending on proven lost contracts
Arm prevails / appeal success

 No damages payable

 $0
Takeaway

  • Most likely damages: Compensatory (lost business) + expectation (contractual value).
  • Settlement path: More likely to involve licensing concessions than a large cash payout.
  • Big-ticket damages (> $1B): Only if Qualcomm proves Arm’s interference materially blocked datacenter CPU adoption.
Q2 - Judge or Jury trial ..................................

Quick Answer:
The upcoming Qualcomm v. Arm trial in March 2026 is scheduled as a jury trial in the U.S. District Court for Delaware The Register PCWorld RCR Wireless News.

It’s a Jury Trial
  • The earlier Arm v. Qualcomm case (2024–2025) was decided by a jury verdict in December 2024, followed by a judge’s dismissal of Arm’s remaining claims in September 2025 The Register Qualcomm RCR Wireless News.
  • Qualcomm’s offensive suit against Arm (breach of contract and interference with customer relationships) is also set to be heard in the same Delaware federal court.
  • Federal civil cases of this type (contract and interference claims) are typically jury trials unless both parties waive the right. Qualcomm has already confirmed in press releases that the March 2026 case will be a jury trial PCWorld.
Takeaway
  • Arm v. Qualcomm (2024–2025): Jury trial ? verdict favored Qualcomm.
  • Qualcomm v. Arm (March 2026): Scheduled jury trial in Delaware.
  • Judge’s role: Oversees procedure, rules on motions, and enters judgment, but the jury decides liability and damages.
the fact this is a jury trial matters: juries can award broader compensatory damages if they believe Arm interfered with Qualcomm’s business, whereas a judge-only trial would likely be narrower.

Sources: The Register Qualcomm PCWorld RCR Wireless News
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