Core Insights - Qualcomm has returned $87 billion to shareholders over the past decade through dividends and buybacks, showcasing its strong cash generation capabilities [1] - The company ranks as the 22nd highest in total capital returned to shareholders in history, indicating management's confidence in its financial stability [3] - Qualcomm's dual business model, consisting of technology licensing and mobile chipsets, underpins its ability to generate sustainable cash flows [1] Financial Performance - Qualcomm's revenue growth stands at 15.8% for the last twelve months (LTM) and an average of 1.4% over the last three years [9] - The company boasts a free cash flow margin of nearly 26.9% and an operating margin of 27.8% LTM, reflecting strong profitability [9] - Qualcomm's current P/E ratio is 15.7, suggesting a lower valuation compared to the S&P 500 [9] Market Position - The total capital returned to shareholders as a percentage of market capitalization appears inversely related to growth prospects, with companies like META and MSFT showing rapid growth but returning less capital [4] - Qualcomm's significant capital returns raise questions about potential compromises in growth and fundamentals [5] - Despite strong fundamentals, Qualcomm has experienced substantial declines in past market downturns, including a nearly 79% drop during the Dot-Com crash [6]

Core Insights - Opera Limited reported $142.96 million in revenue for the quarter ended June 2025, marking a year-over-year increase of 30.3% [1] - The earnings per share (EPS) for the same period was $0.26, compared to $0.22 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $137.81 million by 3.74%, while the EPS fell short of the consensus estimate of $0.27 by 3.7% [1] Revenue Breakdown - Revenue from Search was $44.55 million, below the estimated $47.97 million [4] - Revenue from Advertising was $64.63 million, significantly lower than the estimated $88.66 million [4] - Revenue from Technology licensing and other sources was $0.56 million, exceeding the estimated $0.1 million [4] Stock Performance - Over the past month, shares of Opera Limited have returned -4.1%, contrasting with the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]