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


To: benhorseman who wrote (195102)8/5/2025 11:43:36 PM
From: voop  Respond to of 197029
 
"Also, EBT margins in QCT of 28% in the Sept Q are a clear disappointment and are only likely to get worse as AAPL is fully removed from the mode"

I believe Christiano has said something altogether differently regarding margins re: thin modems vs what they can and do capture from SnapDragon.

Apparently the analysts were doodling on their iMacs when said this not all that long ago.