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

To: cold_snowman who wrote (195072)	8/4/2025 3:04:31 AM
From: vkvraju5	6 Recommendations Recommended By Bill Wolf Dr. John Jon Koplik NozRydr recycled_electron and 1 more member Respond to of 197031

"It would be terrible for Qualcomm stock if Apple stops paying royalties as they did last time. It would take years again for this to move through the courts while Qualcomm stock would continue to be depressed. Nothing would happen to the Apple stock because of it." This is exactly the reason why our stock price is not moving up. Investors are not fearing the loss of QCT modem revenue but they fear another possibility of entering into a litigation and also taking a hit on QTL. We shouldn't forget that Q is dealing here with a very unethical and an immoral company that will not stop looking for any opportunity to settle scores. It will likely take another swag at (indirectly) attacking the Android ecosystem. And as a result, it achieves demoralized employee base "at the enemy camps". And very likely an opportunity to hire the best 6G-ready modem talent. What's a few billion dollars to achieve the above. As of now how things stand, the revival for Q stock can happen quickly if only there is a new license agreement signed that extends for some more years. Current one ends in the 1st half of 2027. Until then, investors are likely waiting to see what happens when the modem stops shipping. The repeated and consistent messaging of growing various other businesses and successful diversification attempts couldn't have fell on deaf ears. It is highly likely that fear of another litigation is the main reason for the drag on stock price. Hopefully Q will resolve this amicably and quickly,

To: cold_snowman who wrote (195072)	8/4/2025 9:50:08 AM
From: sbfm	9 Recommendations Recommended By BDAZZ engineer John Hayman Lance Bredvold mk511 and 4 more members Read Replies (2) \| Respond to of 197031

It may be true that it would take time to force Apple to pay royalties. But, the obligation to pay would not be in doubt, nor would the amount (percentage). The current License Agreement was signed in early 2019 - roughly concurrent with the first 5G modems. Apple was - at that time - questioning Q's 5G patent positions (SEPS). I would bet that the 2019 LA contains recitations that Apple recognizes Q's patents in 5G (and more), recognizes that those patents are essential to building a compliant 5G phone, and sets the terms and rate to use those patents. Thus, before the LA, Apple questioned Qs rights to claim 5G royalties; but, the LA's recitations (the part of a contract specifying the facts upon which the contract is based), would have specifically recognized Q's rights to collect royalties. If Apple choses not to extend the LA and because it recognized Qs 5G SEPs, it would put itself in the position of a wilful patent infringer. That is a really bad place to be. (From Google AI: "Willful infringement occurs when someone knowingly and intentionally makes, uses, or sells a patented invention without permission, and with awareness that they are infringing on someone else's patent rights. It's not just a mistake or accidental infringement; it involves a deliberate disregard for the patent holder's rights. What are Willful Infringement Damages? When a court finds willful infringement, it can award enhanced damages, which can be up to three times the actual damages suffered by the patent holder. This is in addition to the regular damages for the infringement itself. The purpose of these enhanced damages is to punish the infringer for their bad behavior and deter others from similar conduct. How is Willful Infringement Determined? Courts consider several factors when determining if infringement was willful, including: Knowledge of the patent: Did the infringer know about the patent before infringing? Intent to infringe: Did the infringer intend to infringe upon the patent, or was it an accident? Actions taken despite knowledge: Did the infringer continue infringing after being made aware of the patent?") The facts of today are very different from the facts in 2018, 2019 (when Apple was questioning the basis for Qs rights to collect royalties). Injunction and punitive damages for refusing to pay Q's 5G SEPS are very likely - a huge risk for Apple. (Which is why I believe an extension of the LA will happen at the "last minute.") (Once we move to 6G, the 2019 scenario may repeat as Apple would question Q's 6G rights.)