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

To: Optntrdr1999 who wrote (195182)	8/10/2025 9:19:56 AM
From: sbfm	5 Recommendations Recommended By abcs John Hayman Jon Koplik manning18 voop Read Replies (1) \| Respond to of 197016

"The current royalty was capped at a phone price of $400 - but the price of the phone has more than doubled since..... the rate may not go up.... but the cap certainly will" I believe the royalty is based upon the wholesale price. Are the wholesale prices over $400? If the wholesale price is over $400 - and therefore exceeds the cap - EVERY NEW license with EVERY licensee (obviously including Apple, but not limited to Apple) could reflect a new, higher cap. (See, FRAND.) That would lift the royalty component of Q's revenues; If analysts haven't worked that scenario into revenue projections (and royalties have the highest margins), new licenses provide a potential unexpected increased revenue stream which would also ameliorate any decline in modem sales to Apple. (I also would not be surprised if Apple extends/enters into a new Supply Agreement.)