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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198344 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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194106QR8, re: Kif Leswing / CNBC on QCOM Q2 earnings report / guide We were Jim Mullens15/1/2025
194105Shares outstanding are about equal to what they were five years ago. Qualcomm sDoug M.105/1/2025
194104Agree. This board is mostly an echo chamber. The board has great moments though,FrankHamer65/1/2025
194103ADAS, Snapdragon Flex and Ride is rolling out slower than expected. I believe mwaitwatchwander-5/1/2025
194102With Trump corporate taxes are set to fall. Although marginal compared with thewaitwatchwander15/1/2025
194101but, for some reason, everyone decided to beat up on Q.Jon Koplik-5/1/2025
194100that things going well now, but uncertainty for the near future . . .Jon Koplik-5/1/2025
194099they (Q) said what everyone else has been saying . . .Jon Koplik-5/1/2025
194098quick, short, Bloomberg TV comments on Q, a minute ago . . .Jon Koplik-5/1/2025
194097benhorseman, thanks - here's automotive: <<The automotive segment folDoug M.15/1/2025
194096Fair enough about the relative yoy percentages. Tariff impact on the auto industJeffreyHF-5/1/2025
194095Why not spin off the auto chip division as a separate company? Spin off 20% of Elroy15/1/2025
194094I am becoming of the opinion that most of us are either blinded by loyalty with Optntrdr1999145/1/2025
194093[graphic] [graphic] 5h Qualcomm Plans $22 Billion In 'Non-Handset'benhorseman15/1/2025
194092I don't know that number but it is likely pretty high. As to US, Q has almowaitwatchwander-5/1/2025
194091No, that comment was y/y. It still might be what you say though. As well as sowaitwatchwander-5/1/2025
194090Buybacks are only used to maintain a steady shares outstanding number. How manywaitwatchwander25/1/2025
194089That measure was previously set at 75% of FCF returned to shareholders. FCF is nwaitwatchwander-5/1/2025
194088Here's my take on the share price reaction. The US administration is attackElroy-5/1/2025
194087No, Jeff. IOT grew 27% year over year in the quarter just reported. We'reElroy15/1/2025
194086We agree. 27% from the quarter that just ended YOY versus 20% next quarter. I ofJeffreyHF-5/1/2025
194085Rosenblatt Maintains Buy on Qualcomm, Maintains $225 Price Target 5/1/2025 7:3GR8FORM-5/1/2025
194084Here's the quote on the March 2025 Q Automotive and IoT revenues increased Elroy15/1/2025
194083Aren't they talking about sequential quarters? With the tariffs and upcomingJeffreyHF-5/1/2025
194082This sentence surprised me in the conference call: We expect QCT handset revenuElroy25/1/2025
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