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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: JoannesBros who wrote (190739)11/19/2024 4:50:03 PM
From: GR8FORM1 Recommendation

Recommended By
voop

  Respond to of 197444
 
Add: 16B each in stock repurchase and dividends - cumulative next 5 years.



To: JoannesBros who wrote (190739)11/19/2024 4:50:57 PM
From: Jon Koplik1 Recommendation

Recommended By
GR8FORM

  Respond to of 197444
 
JUMP OUT THE WINDOW !



To: JoannesBros who wrote (190739)11/19/2024 5:09:32 PM
From: Jim Mullens4 Recommendations

Recommended By
JeffreyHF
Lance Bredvold
manning18
matherandlowell

  Read Replies (1) | Respond to of 197444
 
jonessBro, re: Investor day........................................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..

The breakdown is :

PC $4 billion
XR $2 billion
Industrial $4 billion
Other $4 billion includes tablets, watches, etc.


>>>>>>>>>>>>>>>>>>>>>>>>
Thanks,

I also think Akash said
.................$9B auto
............... $22B combined Auto and IOT in 2029
................& 50/50 split between handsets and new segments.

That would be $44B in 2029 vs $39B this year (2024)- Not much of an increase but probably excludes AAPL modems ~ $5B ??

Hope they put up the slides soon.



To: JoannesBros who wrote (190739)11/19/2024 5:28:16 PM
From: waitwatchwander3 Recommendations

Recommended By
Jim Mullens
Lance Bredvold
matherandlowell

  Read Replies (1) | Respond to of 197444
 
They did say they were going to stick with their allocation of free cash flow to shareholders so there should be opportunity for more coming back via the buyback program (ie lower number of O/S shares, finally).

Beyond the TAM financial forecasts seemed pretty conservative.