Qualcomm Technologies, Inc. (QCOM) recently announced that it has collaborated with Aramco to deploy generative AI-powered Internet of Things (IoT) solutions to accelerate digital transformation initiatives in Saudi Arabia. The leading-edge solutions are designed to improve efficiency, safety and sustainability in industrial operations.The solution suite includes a Rapid Response Solution that bolsters situational awareness and minimizes operational disruptions with the help of on-device AI and computer vis ...

Qualcomm (QCOM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this chipmaker have returned -3.8% over the past month versus the Zacks S&P 500 composite's +3.5% change. The Zacks Wireless Equipment industry, to which Qualcomm belongs, has gained 3.7% over this period. Now the key question is: Where could the stock be headed in the near term?Although media reports or rumors a ...

Buoyed by a holistic growth model, Qualcomm Incorporated (QCOM) shares have gained 52% over the past year compared with the industry’s growth of 46.9%. It has outperformed Hewlett Packard Enterprise Company (HPE) but lagged Broadcom Inc. (AVGO) — a couple of other major players in the industry.Qualcomm is increasingly focusing on the seamless transition from a wireless communications firm for the mobile industry to a connected processor company for the intelligent edge. The company is well-positioned to mee ...

Core Viewpoint - Qualcomm is currently in a correction phase, trading over 20% below its June peak despite beating revenue and earnings estimates, presenting a potential value opportunity for long-term investors [2][18]. Group 1: Business Segments Performance - The automotive segment reported $811 million in revenue, an 87% year-over-year increase from $434 million, driven by the trend of automakers adding smart features to their vehicles [3][17]. - The IoT segment experienced an 8% year-over-year decline in revenue, but new products like Meta's Ray-Ban smart glasses are expected to drive future growth [5][6]. - Qualcomm's EPS estimates for FY25 and FY26 are $11.24 and $12.5 respectively, indicating a forward PE of 15.08 and 13.5, which are among the lowest in the chip industry [9][18]. Group 2: Growth Potential and Market Sentiment - There have been 27 upward revisions for EPS and 26 for revenue in the last three months, indicating positive market sentiment towards Qualcomm [12][11]. - The company has a strong dividend yield of over 2% and a history of consistent dividend growth, with a CAGR of 7% over the last decade [15][18]. - The stock's current valuation at 13.5 times the FY26 EPS estimate positions it as an attractive investment compared to peers like AMD, which trades at over 40 times [15][18]. Group 3: Risks and Challenges - Potential risks include competition from Apple and Samsung, who are investing heavily in their own chip development, which could impact Qualcomm's revenue concentration from these companies [13][14]. - The long-term revenue generation from the automotive and IoT segments remains uncertain, posing a risk to the stock's growth trajectory [13][14]. - Despite strong EPS growth, there is a concern that Qualcomm could become a value trap if Wall Street does not increase its valuation multiple [14].

QUALCOMM Incorporated (NASDAQ:QCOM) Deutsche Bank 2024 Technology Conference August 29, 2024 2:00 PM ET Company Participants Akash Palkhiwala - CFO & COO Conference Call Participants Ross Seymore - Deutsche Bank Ross Seymore All right everyone, let's get started with the next fireside chat. We're very pleased to have Akash Palkhiwala, the CFO and COO. I think from last year -- I don't know, when the COO happened? Akash Palkhiwala This January. Ross Seymore So since last year, we've added another C title ...

Core Viewpoint - Qualcomm is a leading RF chip company with a strong history and expertise, focusing on the growth potential in the Internet of Things (IoT) while its phone-based business matures [2][25]. Group 1: Company Overview - Qualcomm was founded in 1985 and has been pivotal in developing technologies for mobile communication, including 3G, 4G, and 5G [2]. - The company operates primarily in two segments: QCT, which produces RF chips, and QTL, which licenses the technology for phone networks [4][3]. - QCT accounts for 86% of Q3 revenue with an EBT margin of 27%, while QTL contributes 14% with a 70% EBT margin [4]. Group 2: Financial Performance - Qualcomm has experienced an 8.1% CAGR in revenue over the last five years, with analysts projecting continued growth of 7-10% [14]. - Income has also shown a 10.5% CAGR, with a forecasted growth of 19% in 2024 and around 11% thereafter [15]. - The company has grown its cash from operations at a CAGR of 9.2%, aligning with income growth [18]. Group 3: Capital Allocation - Qualcomm has $13 billion in debt, with a debt/earnings ratio of 1.5, indicating a manageable level of debt [19]. - The company pays an 85-cent quarterly dividend, yielding approximately 1.97% annually, and has repurchased $1.8 billion in shares [19]. Group 4: Growth Opportunities - The future growth of Qualcomm is heavily tied to the IoT sector, which is expected to require extensive RF connectivity and computing power [25]. - The company has made strategic investments, including the acquisition of Nuvia in 2021, to enhance its IP portfolio [4]. Group 5: Evaluation Methods - Three evaluation methods indicate Qualcomm's shares may be undervalued, with potential upside based on cash flow and earnings growth projections [31][32]. - The Margin of Safety method suggests a fair value of $127.63, while the Payback Time method indicates a fair value of $322.46 [28][29].

PISCATAWAY, N.J., Aug. 21, 2024 (GLOBE NEWSWIRE) -- The AR Alliance announces that Qualcomm Technologies, Inc. has become the last founding member added to the board of directors. The AR Alliance provides a supportive and neutral environment for organizations of all sizes to take an active role in advancing and strengthening the augmented reality hardware development ecosystem. Diverse organizations across the expanding, global AR ecosystem work together through the AR Alliance to speed innovation of breakt ...

The Zacks Wireless Equipment industry is likely to be plagued by large-scale investments for seamless 5G evolution, margin erosion due to escalated price wars, higher customer inventory levels and inflated raw material costs in a challenging macroeconomic environment, prolonged geopolitical conflicts and uncertain business conditions. However, fast-track 5G deployment and transition to cloud and fiber network infrastructure upgrades should help the industry in the long run. Despite short-term headwinds, Qua ...

中国人形机器人公司快进到了卖货阶段 送一单快递成本 2.28 元，极兔中国首次扭亏为盈 风险投资也开始刚性兑付 苹果明年再战高通，推出自研通信芯片 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 中国人形机器人公司快进到了卖货阶段 今年 7 月，马斯克说，特斯拉人形机器人 Optimus 对外销售时间从明年推迟到后年。当先驱延期，投 资人变得更谨慎，中国两个头部人形机器人公司快进到了卖货阶段。 上周日，智元机器人发布 5 款产品：可以行走、抓物体、语音交互的远征 A2，绑在可移动架子上的 上半身人形机器人远征 A2-W，能够搬起 80 斤重物的 A2-Max，只有 1.3 米高的简易人形机器人灵犀 X1，以及只有上半身、用来采集数据的灵犀 X1-W。 智元机器人成立于 2023 年 2 月，创始团队有曾在华为工作的 Bilibili 视频 Up 主彭志辉、上海人工智 能研究院的院长宋海涛和首席科学家闫维新，以及几位曾在大科技公司担任要职的人士。过去一年 半，智元至少获得 7 轮融资，估值达到 70 亿元人民币。 智元销售负责人姜青松说，智元今年大概能出货 300 台人形机器人，其中 200 台下半身有 ...

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