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Stock impact report

Broadcom vs. Qualcomm: Buy One, Avoid the Other [Yahoo! Finance]

QUALCOMM Incorporated (QCOM) 
Last qualcomm incorporated earnings: 4/29 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: qualcomm.com/info/investor-relations
Company Research Source: Yahoo! Finance
Qualcomm (QCOM) reported $12.25B in revenue (up 5% YoY) with only 3% handset growth despite record $10.61B in semiconductor segment revenue and automotive reaching $1.10B. Broadcom's long-term Google TPU deal through 2031 and path to $100B in AI sales by 2027 provides visibility that Qualcomm lacks while its handset dependence and Apple modem replacement risk remain structural headwinds that won't resolve until fiscal 2029. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE Broadcom NASDAQ:AVGO ) and Qualcomm NASDAQ:QCOM ) both reported earnings recently, revealing a sharp divergence. Broadcom is riding a hyperscaler AI wave that keeps accelerating whereas Qualcomm is managing a slower pivot away from handset dependence while a memory supply crunch clouds the near term. AI Servers Carry Broadcom. Snapdragon Faces a Speed Bump. Broadcom posted $19.31 billion in Q1 revenue, up 29.5% year over year, powered by a semiconductor segment that Show less Read more
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