Quick thoughts on Arm and Qualcomm Earnings
Arm and Qualcomm both reported good numbers, but while Qualcomm did exceptionally well, Arm’s numbers left something to be desired.
Category Archives: Qualcomm
Qualcomm – Falling Behind or Laying in Wait?
Qualcomm’s analyst day was full of interesting numbers and business models, but offered little excitement.
Qualcomm – Earnings and Relevance
Qualcomm’s reported good earnings, but increasingly we are left with the sense that investors are just not paying that much attention to the company. Maybe it is time for them to take some more risks.
Mutually Assured Destruction
Does Arm’s latest move, canceling a Qualcomm license, imply that they want to take the very risky step of taking this lawsuit all the way to a jury trial?
Should Intel Just Close its Fabs?
The market currently values Intel Foundry at negative $200 billion. Some argue, that maybe, they should just shut them down.
Qualcomm’s Edge Opportunity
Qualcomm remains a leader in connectivity, and as the need for compute at the edge (including AI) grows, the company’s connectivity products could spark a new path to growth.
Qualcomm’s Developer Progress
As challenging as the PC market will be for Qualcomm, the company has made major strides in building up its software capabilities. Readying it not only to enter PCs, but also preparing it for whatever AI will bring to the edge.
MWC 2024: Catatonia in Catalonia
MWC 2024: Qualcomm, is everything ok? The company’s had a lackluster showing at what should be its premier event of the year.
The AIpocalypse we should be worried about
Some would argue that AI is a fad, the next Bubble waiting to burst. We are more upbeat than that, but it is worth thinking through what the downside case for AI semis might look like.
Qualcomm is doing OK
Qualcomm had a good quarter. Signing a multi-year deal with Samsung, which removes an overhang. And sounding fairly upbeat about actually seeing meaningful auto revenue this year.