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QCOM
Qualcomm Inc. - NASDAQ

4/19/2014, 3:49 PM ET
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  • Earnings Preview: Qualcomm
    Renu Singh Thu, Apr. 17 6 Comments

    Summary

    • Qualcomm has got off to a strong start this year and looks set for an earnings beat.
    • Growth in smartphones across the world, especially the emerging markets, is a big growth driver for Qualcomm.
    • Qualcomm has a very strong balance sheet and analysts’ growth projections look strong, making it a solid buy for the long run.
  • Qualcomm And Apple - The Issue Revisited
    Michael Blair Thu, Apr. 10 21 Comments

    Summary

    • My suggestion that Qualcomm's income would be threatened if Apple took baseband in house was hotly debated.
    • The lack of detailed analysis in my article may have hampered the discussion.
    • This article provides the detail.
  • Will Apple Dump Qualcomm And Build Its Own Baseband? Watch Out If It Does
    Michael Blair Wed, Apr. 9 41 Comments

    Summary

    • Qualcomm gets about $7 billion annual revenue by supplying baseband components to Apple's iPhone and 4G iPad.
    • Digitimes reports that Apple may build its own baseband beginning in 2015.
    • Loss of Apple's business could easily cost Qualcomm $2 billion in annual net income.
  • As Qualcomm Ups Its Dividend By 20%, Here's Why I Like The Stock
    Heather Ingrassia Wed, Apr. 9 9 Comments

    Summary

    • On Tuesday, April 8, Qualcomm announced that it was increasing its quarterly dividend by 20% or $0.07/share.
    • Comparative Forward P/E ratios set Qualcomm apart from a number of its peers.
    • Recent trend behavior signals a buying mode for most long-term investors.
  • As The Market Shifts Away From High PE To Low PE Stocks, Qualcomm Is Breaking Out To New Highs
    Bill Gunderson Thu, Apr. 3 8 Comments

    Summary

    • A leading telecommunications company benefiting from growth in smartphones and the global migration to 4G LTE.
    • Company is firmly committed to returning value to shareholders.
    • Cheaper, mega-cap companies like Qualcomm look attractive in a risk-averse market environment.
  • Qualcomm For Above Average Total Return
    K202 Wed, Apr. 2 2 Comments

    Summary

    • Overview of the company and industry prospects over the next few years.
    • Review of how my previous recommendations of Qualcomm shares have done.
    • My five-year guidance and price target for Qualcomm.
    • An invitation to consider a series of articles on a low cost equity portfolio hedging strategy.
  • Qualcomm Will Continue Its Rise
    IAEResearch Tue, Apr. 1 10 Comments

    Summary

    • Short-term opportunity from China Mobile will boost revenues.
    • The company is best positioned to exploit the China Mobile offer.
    • The momentum in the stock price will continue due to the expected growth in revenues.
  • Qualcomm - An Investment In Growth
    Alpha Strategist Mon, Mar. 31 4 Comments

    Summary

    • The beginning of the adoption of 4G network in China presents a great growth opportunity for Qualcomm.
    • Global mobile traffic is expected to increase by 13 times through 2017 compared to 2012’s figures.
    • Qualcomm maintains a strong financial position, enjoys a strong foothold in its industry and has a reputation of instantly responding to customers’ demands.
  • The Semi-Conductor Space - Part 1: Focus Qualcomm
    Shiv Kapoor Fri, Mar. 21 7 Comments

    Summary

    • We look at companies, and try to see how they are perceived by different stock selection styles adopted by market participants.
    • We look at companies, and try to see how they are perceived by different capital allocation styles adopted by market participants.
    • We look for good companies at a good price. That is companies priced at a level which offers an opportunity to capture potential alpha.
  • Qualcomm, There Is More Fun To Be Had
    Equity Flux Wed, Mar. 19 3 Comments

    Summary

    • The company is primarily involved in the development and commercialization of wireless communication technologies like CDMA and OFDMA.
    • The share price performance of QCOM has been good because future revenues and earnings are expected to grow, and the company has a knack of meeting analyst estimates.
    • IDC projects that smartphone shipments are expected to increase at a CAGR of 11.5% until 2018, which is a big plus for industry leader QCOM.
  • Emerging Semiconductor Leaders: Qualcomm's Top Spot Is Challenged
    Equity Flux Tue, Mar. 18 11 Comments

    Summary

    • We have witnessed strong growth in the smartphone and tablets industry, and the computer devices industry is in transition.
    • Key players of the semiconductor market related to smartphones and tablets include Qualcomm, Samsung, MediaTek, Broadcom, Marvell and Nvidia.
    • Intel, AMD and Nvidia are all trying to challenge Qualcomm's leadership of the handheld semiconductor industry.
  • Sell Intel, Buy Qualcomm?
    Ashraf Eassa Sun, Mar. 16 36 Comments

    Summary

    • Some have suggested that investors sell Intel and buy Qualcomm.
    • Qualcomm continues to grow at a rapid clip while Intel has yet to prove that it can grow revenues from here.
    • Should Intel investors trade-up for some Qualcomm?
  • Why I'm Still Bullish On Qualcomm
    Bottom Up Investing Sat, Mar. 15 2 Comments

    Summary

    • The intrinsic value estimate is $98 per share.
    • 2014's product introductions should drive strong performance.
    • The technicals remain bullish.
  • Qualcomm: A Huge New Frontier Makes It A Shrewd Buy
    Cheryl Swanson Fri, Mar. 14 44 Comments

    Summary

    • Qualcomm has a huge ($200 billion) new frontier that should propel it to new heights.
    • Bull-bear bickering could hold the stock down for a few quarters, but it's likely to be an excellent buy for long-term investors.
    • Moore's Law is collapsing and has become an albatross around Intel's neck. By contrast, Qualcomm controls one of the few growing pies in technology--mobile.
  • Qualcomm To Test Higher Levels In Near Term
    Rupinder Singh Wed, Mar. 12 4 Comments

    Summary

    • A market leader with steady sales growth that illustrates appreciable business expansion.
    • Increasing demand for LTE technology and 64-bit chipsets to further boost Qualcomm's revenues.
    • Qualcomm hiked its dividend by 20% and increased stock buyback by $5 billion.
    • Recent price breakout makes Qualcomm a momentum play.
  • Qualcomm Inc: Great Stock For Investors
    Gemstone Equity Research Wed, Mar. 12 1 Comment

    Summary

    • Qualcomm announced this month that it would increase its quarterly dividend to $0.42 reflecting an increase of 20% from last quarter’s dividend of $0.35.
    • Qualcomm also boosted its share buyback program as per the announcement and it authorized a further $5 billion for share repurchases.
    • Qualcomm is striving to come up with new technological advancements that can help prolong the market of smart phones.
    • Qualcomm secures various strength points that can deliver continuous success in the long term.
  • Where Will Qualcomm's Growth Come From?
    Roadmap2Retire Tue, Mar. 11 11 Comments

    Summary

    • Qualcomm is a world leader in digital communications. With high adoption rates across the world, the saturation rates are showing.
    • Challenges for Qualcomm include: GSM; Broadcom, Intel, Mediatek; loss of pricing power in LTE chipsets; Currency fluctuations; and China.
    • Qualcomm's growth areas could come from China, wearables, Intenet-of-Things and in-car communication devices.
    • Qualcomm provides a unique mix of growth, income and dividend growth.
  • 2014 Is Shaping Up As A Tough Year For Qualcomm
    Michael Blair Mon, Mar. 10 99 Comments

    Summary

    • Growth rates of smartphone and tablet markets are falling sharply.
    • Average selling prices of devices expected to decline.
    • Competitors Mediatek, Allwinner, Broadcom and Intel are mounting an aggressive assault.
    • Qualcomm seems caught in the crossfire.
OTHER NEWS
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Company Description

Qualcomm, Inc. develops digital communication technology called CDMA (Code Division Multiple Access), & owns intellectual property applicable to products that implement any version of CDMA including patents, patent applications & trade secrets.