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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196772 1034 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196510Qualcomm bets on inferencing in the cloud, which Arm says can’t run it all it foBill Wolf2November 6
196509Qualcomm Stock Slides After Earnings Beat By Adam Levine Updated Nov 06, 2025, Bill Wolf2November 6
196508Qualcomm Swings to Fourth-Quarter Loss On Tax Charge; Revenue Rises The company Bill Wolf1November 6
196507Samsung clings to Snapdragon for Galaxy S26 by Nick Farrell on06 November 2025 Bill Wolf3November 6
196506Apple is reportedly ready to pay Google $1 billion per year to develop and maintBill Wolf2November 6
196505QCOM numbers look great to me. All these article writers are trying to explain Elroy12November 6
196504Qualcomm Forecasts Disappoint in Sign of Outsized Expectations By Ian King NovemBill Wolf1November 6
196503Arm Beats Earnings. The Stock Is Rising. By Tae Kim Updated Nov 06, 2025, 6:45 Bill Wolf1November 6
196502UPDATE 3-Qualcomm forecasts solid quarter but smaller Samsung business hits sharBill Wolf-November 6
196501Citigroup Adjusts Price Target on QUALCOMM to $180 From $175, Maintains Neutral Bill Wolf10November 6
196500OT; Saudi's giving better prices for oil to Asian markets, Asian markets in Dr. John-November 6
196499Ford CEO Jim Farley strikes a cautious tone on Apple’s new CarPlay Ultra and itswaitwatchwander2November 6
196498I thought I heard Akash state QCT margins over 30% this QTR. With auto and IoT,waitwatchwander1November 5
196497Isn't everything instantly translatable these days?waitwatchwander-November 5
196496I suspect those comments were made in the context of Astera Labs CXL product. Ywaitwatchwander1November 5
196495Don't know if Mediatek offered a 5G option back in 2019 that Cook might haveQurious5November 5
196494QTL revenues are down because 3G barely exists these days. We've moved to twaitwatchwander1November 5
196493Do any of these idiots realize that, as Apple slowly stops using QC‘s modem in iProphet of Profits9November 5
196492We seem to get a lot days with 5M shares traded at the close. I think it's waitwatchwander1November 5
196491It's rather a moot point because it was an all cash deal, if memory serves, aryl3November 5
196490CA has it wrong about mid-level phones. There's some good ones out there nowaitwatchwander1November 5
196489FY25 Results [graphic] FY25 EPS, Diluted Shares [graphic] FY25 Diversificationvkvraju513November 5
196488Turning an asset write down into a future benefit is creative. Not sure where twaitwatchwander1November 5
196487Frontier models are trained on dozens to a 100 or more languages. LLMs traineneolib1November 5
196486Qualcomm Set To Supply 90% Of iPhone 17 Modems, Analyst Says - Qualcomm (NASDAQ:voop4November 5
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