Qualcomm's Biggest Shift Nobody Sees [Seeking Alpha]
QUALCOMM Incorporated (QCOM)
Last qualcomm incorporated earnings: 4/29 04:01 pm
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US:NASDAQ Investor Relations:
qualcomm.com/info/investor-relations
Company Research
Source: Seeking Alpha
QCOM's Snapdragon Digital Chassis wins with Volkswagen Group and Toyota secure multi-year, recurring automotive revenue streams. Automotive margins stabilize QCT profitability above 30%, offsetting handset exposure, which still represents over 62% of revenue. Memory shortages driven by Micron Technology's HBM shift reduce handset volumes by 10–15%, pressuring near-term chipset demand. Apple modem insourcing risks $7–8B revenue loss, while competition from MediaTek erodes Android share by ~2 percentage points through 2027. BlackJack3D/iStock via Getty Images Investment Thesis The drawdown of 18% in Qualcomm's ( QCOM ) since my last coverage seems like a market mistake. The market gets fixated on the cyclicality of handsets rather than focusing on what is really
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QCOM
News
- Android flaw lets hackers unlock phones in under a minute [FOX News]FOX News
- Chery And Jaguar Land Rover Reshape Premium EV Strategy With FreelandER [Yahoo! Finance]Yahoo! Finance
- Will Qualcomm's US$20 Billion Buyback And Dividend Hike Change QUALCOMM's (QCOM) Narrative? [Yahoo! Finance]Yahoo! Finance
- Think Robots Are Impressive Now? Just Wait Until They Have 6G [CNET News]CNET News
- Don't Buy the Galaxy S26 Ultra. Get This Phone Seriously Cheap Instead [CNET News]CNET News
QCOM
Earnings
- 2/4/26 - Beat
QCOM
Sec Filings
- 4/2/26 - Form 4
- 4/2/26 - Form 144
- 4/2/26 - Form 4
- QCOM's page on the SEC website