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 152.01

+0.3%

3:26 PM EST

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To: QCOM_HYPE_TRAIN who wrote (197278)	1/20/2026 12:47:09 PM
From: Optntrdr1999	7 Recommendations Read Replies (1) of 197459

I find the response interesting - in that it admits one ARM entity contacted qcom customers about the licensing issues..... it claims QCOM does not have a license for Nuvia designs - which based upon the trial in December 2024 and follow on ruling in September 2025.... QCOM has valid license for both I read a lot of "plc did" but LTD did not.... at the end of the day- I see this as a real problem for ARM COnsolidated entities- when the cases are consolidated... because in a lot of ways this is a complete admission of guilt.... maybe this is ARMs last ditch effort to kill the case - but seems suicidal ARM IMHO.... really needs to reach a settlement with QCOM - or it faces massive destruction of value and significant limitation on its future activities and feeds into the potential for FRAND licensing being required going forward - Son cannot be happy with this

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