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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 140.16

+0.9%

Feb 10 3:59 PM EST

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To: QCOM_HYPE_TRAIN who wrote (197597)	2/5/2026 5:51:49 PM
From: cold_snowman	5 Recommendations Read Replies (1) of 197654

From QCOM_HYPE_TRAIN >>Fiscal Year IoT Revenue Year-over-Year Change >>2021 $5.06 Billion +67% >>2022 $6.95 Billion +37% >>2023 $5.94 Billion -15% >>2024 $5.42 Billion -9%* >>2025 $6.62 Billion +22% I think the IOT numbers are quite a bit worse than they look once you look what Qualcomm books into this category. E.g. laptops, wearables, XR, consumer devices, FWA, WiFi Access points, cellular infrastructure. This is not your "normal" IOT stuff. Instead these were all touted as big growth drivers for Qualcomm but the IOT revenues are still lower in 2025 over what they were in 2022. Diversification ist just too slow. Look at the entry into the PC market. According to a quick search they talked the first time getting into the PC market (smart books) in 2008. Windows on Snapdragon was discussed in Jan 2017. It's now 9 years later. They must invested enormous amounts of money into this. They always talk about how many OEM they have but are very coy about the volume. There is probably a reason for that and WS knows it, too.

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