Quote & Headlines
Market Currents
StockTalk
Today
5d
1m
3m
1y
5y
10y
52wk high:
52wk low:
EPS:
PE:
Div Rate:
Yield:
Market Cap:
Volume:
17,158 people get QCOM articles and Market Currents by email alert.
Get email alerts on QCOM »
HEADLINES:
ALL
|
PRO
|
FOCUS
|
RELATED
|
TRANSCRIPTS
|
NEWS & PR
-
-
-
-
-
Grisanti Capital Bullish On These 5 StocksInsider Monkey • Fri, May 17 -
-
-
-
-
-
-
Nvidia - Margins Continue To Defy GravitySneha Shah • Wed, May 15 -
-
-
-
-
-
-
-
To learn more about Seeking Alpha Pro, click here.
-
-
-
-
-
Qualcomm Raises Concerns But Story IntactSteve Birenberg • Thu, May 2 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Grisanti Capital Bullish On These 5 StocksInsider Monkey • Fri, May 17
-
-
-
-
-
-
Nvidia - Margins Continue To Defy GravitySneha Shah • Wed, May 15
-
-
-
-
-
-
-
-
-
-
QUALCOMM's CEO Hosts Analyst Meeting (Transcript)Thu, Nov 15, 2012 • 1 Comment
-
QUALCOMM CEO Discusses F4Q10 Results - Earnings Call TranscriptWed, Nov 3, 2010
-
Qualcomm Inc. F2Q10 (Qtr End 28/03/2010) Earnings Call TranscriptWed, Apr 21, 2010
-
Qualcomm Inc. F1Q10 (Qtr End 12/27/09) Earnings Call TranscriptThu, Jan 28, 2010
-
Qualcomm Inc. F4Q09 (Qtr End 09/27/09) Earnings Call TranscriptWed, Nov 4, 2009
-
QUALCOMM Inc. F3Q09 (Qtr End 06/28/09) Earnings Call TranscriptWed, Jul 22, 2009
-
Qualcomm Incorporated F2Q09 (Qtr End 03/29/09) Earnings Call TranscriptMon, Apr 27, 2009
-
at CNBC.com (Thu, 2:36PM)
-
at CNBC.com (May 10, 2013)
-
at MarketWatch.com (May 8, 2013)
-
PR Newswire (May 6, 2013)
-
at CNBC.com (May 6, 2013)
-
at CNBC.com (May 6, 2013)
-
at MarketWatch.com (May 2, 2013)
-
at MarketWatch.com (May 2, 2013)
-
at CNBC.com (May 1, 2013)
-
at CNBC.com (May 1, 2013)
-
at Fox Business (May 1, 2013)
-
at CNBC.com (Apr 30, 2013)
-
at CNBC.com (Apr 29, 2013)
-
at MarketWatch.com (Apr 25, 2013)
-
at MarketWatch.com (Apr 25, 2013)
-
at MarketWatch.com (Apr 25, 2013)
-
at MarketWatch.com (Apr 25, 2013)
-
at CNBC.com (Apr 25, 2013)
-
at MarketWatch.com (Apr 24, 2013)
-
at MarketWatch.com (Apr 24, 2013)
QCOM vs. ETF Alternatives
Company Description
We incorporated in 1985 under the laws of the state of California. In 1991, we reincorporated in the state of Delaware. We operate and report using a 52-53 week fiscal year ending the last Sunday in September. Our 52-week fiscal years consist of four equal quarters of 13 weeks each, and our... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, April 24, 12:10 AM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA 1 Comment [Earnings]
- Tuesday, April 23, 5:35 PM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA Comment! [Earnings]
- Wednesday, April 17, 9:11 AM Apple (AAPL) -1.2% after Cirrus Logic (CRUS), which gets over half of its revenue from the company, issues a revenue warning for the March and June quarters (FQ4 and FQ1). Though Cirrus' FQ4 revenue forecast of $206.9M is only a little below a $210.2M consensus, its FQ1 forecast of $150M-$170M is well below a $195.2M consensus. The audio codec chipmaker also says it will take a $23.3M write-down, $20.7M of which is due to "a decreased forecast for a high volume product" as a customer (quite possibly Apple) migrates to a new component (could be a sign of a new iPhone). SWKS -2.2%. QCOM -0.9%. 8 Comments [Tech, Earnings, On the Move]
- Thursday, April 11, 2:11 PM Nvidia (NVDA -1.6%) announces: 1) It will return $1B to shareholders this fiscal year. $200M is expected to come from dividends, and the rest from buybacks ($100M this quarter). The chipmaker repurchased $100M worth of shares in the January quarter (last year's FQ4). 2) It expects Tegra sales to be flat this year, even as smartphone/tablet sales keep growing. The fact Qualcomm (QCOM) has been taking share while OEMs wait for the Tegra 4 app processor (volume shipments by end of July quarter) and 4i baseband/app processor (devices in Q1 '14) is undoubtedly a factor. Comment! [Tech]
- Wednesday, April 10, 6:32 PM The sell-side loves Qualcomm (QCOM) these days. The latest proof comes from Sterne Agee, which declares the chipmaker's Snapdragon 600 line to have gained share at multiple OEMs relative to last year's MSM8960 processor, which wasn't exactly a slouch. Sterne also notes reports Qualcomm's chips could go into 70% of Samsung (SSNLF.PK) Galaxy S IV units, a major improvement from its S III share, and that Galaxy S IV pre-orders are around 10M. Canaccord touted Qualcomm's strong 4G baseband position yesterday, and Raymond James last week. Comment! [Tech]
- Wednesday, April 10, 12:53 PM U.S. companies paid out an additional $14.5B in dividends on common stock in Q1 as more companies increased their payouts, S&P Dow Jones Indices reports, even as payout rates remain at a historically low 36%. The quarter saw 944 dividend increases, a 39.4% gain Y/Y. By percentage, some of the biggest dividend hikes came from F, WYNN, QCOM, HAL and HD. Comment! [U.S. Economy]
- Tuesday, April 9, 9:19 AM Qualcomm Inc. (QCOM) declares $0.35/share quarterly dividend, 40% increase from prior dividend of $0.25. Forward yield 2.13%. For shareholders of record June 05. Payable Juen 26. Ex-div date June 03. (PR) 2 Comments [Dividends]
- Wednesday, April 3, 6:52 PM Qualcomm's (QCOM) reference designs could be doing wonders for its Chinese chip share: an exec says 40+ OEMs have commercialized 170+ devices (typically low-end smartphones) based on Qualcomm reference designs, and that over 90% of the OEMs are from China. Spreadtrum (SPRD) and MediaTek, who have their own reference design programs, are Qualcomm's main rivals here. Also: Susquehanna believes Galaxy S IV units sporting Snapdragon 600 processors (such as the U.S. version) will deliver 2x as much chip revenue to Qualcomm as iPhone units, to go with higher royalties. (previous) 7 Comments [Tech]
- Wednesday, April 3, 8:10 AM Google (GOOG) continues to move aggressively into the low-priced tablet market, aiming to launch a new version of its Nexus 7 tablet around July for maybe as low as $149, reports Reuters. A blow to Nvidia (NVDA), the tablet will reportedly be powered by Qualcomm's (QCOM) Snapdragon processor. 3 Comments [Tech]
- Tuesday, April 2, 1:39 PM Baidu's (BIDU +1.8%) Chinese search share stood at 70.5% as of March 20, down from 71.5% at the end of 2012, estimates T.H. Capital. Qihoo (QIHU -1.4%), by contrast, is believed to have grown its share to 13.5% from 10.4% over this time. Nonetheless, the firm thinks Baidu's page views and unique visitors respectively grew 0.9% and 0.6% in Q1, which it thinks could bode well for Q1 revenue. Separately, Sina Tech reports Baidu is working with Qualcomm (QCOM) on a Google Glass-like product called Baidu Eye. (Citi report) 1 Comment [Tech]
- Tuesday, April 2, 12:04 PM More on Raymond James' upgrade of Qualcomm (QCOM +0.3%): Analyst Tavis McCourt thinks concerns about 4G baseband chip competition (from Broadcom, Nvidia, etc.) are overblown. Whereas rivals will be offering basebands built on 28nm processes in 2014, Qualcomm will have moved to 20nm, McCourt argues. His remarks come as a Taiwanese paper reports TSMC (TSM) is ahead of schedule in installing 20nm gear, and hopes to start volume production in Q3. Nvidia's Logan app processor (due in 2014) will use a 20nm process, but its Tegra 4i baseband/app processor is at 28nm. Comment! [Tech]
- Tuesday, April 2, 9:26 AM Qualcomm (QCOM) +1.3% on an upgrade to Strong Buy from Outperform from Raymond James. The firm's PT has been raised to $83 from $80. Comment! [Tech]
- Thursday, March 28, 4:31 PM A U.S. district court in Florida has denied a motion from Qualcomm (QCOM +0.4%) to dismiss an infringement suit levied by ParkerVision (PRKR +4.6%). The motion relates to an amended indirect infringement complaint filed by ParkerVision last September; a motion by Qualcomm to dismiss ParkerVision's original complaint was granted in August. ParkerVision investors like the news, which comes shortly after the chipmaker boasted of the quality of its patent portfolio in a PR. 1 Comment [Tech, On the Move]
- Wednesday, March 27, 2:52 PM Broadcom's (BRCM +0.6%) 4G LTE baseband modem puts the chipmaker "in a position to emerge as a leading alternative supplier of LTE modems in 2014 to the high- to mid- tier smartphone segment," proclaims BMO's Ambrish Srivastava. Last month, RBC argued the chip, which won't ship until 2014, could allow Broadcom to displace market leader Qualcomm (QCOM) as Apple's basbeand supplier. Broadcom, which has invested a fortune in baseband R&D (with mixed results), has been trumpeting the chip's size and power draw. Comment! [Tech]
- Friday, March 22, 5:48 PM Windows RT (MSFT) has "a very bright future," insists Microsoft exec Michael Angiulo, addressing concerns about the ARM-powered (ARMH) OS' viability in the wake of weak sales and industry criticism. Angiulo suggests the performance of future ARM chips will give RT a boost, and actually argues RT's inability to support legacy Windows apps is good for the user experience. The Verge's Aaron Souppouris isn't sold, not after seeing a Windows 8 Pro system running an Intel (INTC) Clover Trail Atom CPU easily outperform RT systems. (Intel Bay Trail) 39 Comments [Tech]
- Friday, March 22, 4:16 PM More on Qualcomm: 1) Sharp says it will receive the second part of a $120M investment from Qualcomm by June 28; the payment had been delayed after Sharp failed to hit a deadline for developing specs for new displays based on its low-power IGZO tech. 2) Like its U.S. counterpart, the U.K. version of Samsung's Galaxy S IV will use a Qualcomm processor (the Snapdragon 600). This wasn't the case for the S III, and, along with a prior report about Korean S IV models using Qualcomm chips, demonstrates how Qualcomm's 4G baseband tech lead is yielding share gains. Comment! [Tech]
-
- View all 0 replies
-
Ryan Mallory
Fuinhaz Setups for April 29 2013 | $AAPL $BBRY $FB $NFLX $NIHD $PHMD $QCOM | SharePlanner http://bit.ly/11wArWa - View all 0 replies
-
- View all 0 replies
-
- View all 0 replies
-
- View all 0 replies
-
- View all 0 replies
-
- View all 5 replies
-
-
rongsc: well, i did the same too... not looking so good right now. Should've had more patience with this one.
-
- View all 1 replies
-
-
- View all 4 replies
-
Matt-Man: Did you sell part of Intel? I think if Haswell turns out to be like expected it may give some boost still
-
Ashraf Eassa: Matt-Man: Nope. I don't plan to sell $INTC anytime over the next several years, barring a terrible CEO pick.
LATEST REPLIES
-
Ashraf Eassa
$QCOM I bet peole were expecting another beat. Full year guide raise is indeed a beat, but Street cares about next quarter. - View all 8 replies
-
msumak: Did you ever get a chance to look at SIMO? They are reporting after the bell tomorrow.
-
Ashraf Eassa: Could be an interesting long play for SIMO into earnings if you're a trader. Risk is almost entirely to the upside.
-
- View all 4 replies
-
PeterPlan: Am not very knowledgeable when it comes to these kind of quick trades. What is the evidence that they can have positive expected value?
-
Alan Brochstein: AE, leveraging your SA earnings into trading profits!
-
- View all 4 replies
-
-
Ashraf Eassa: Well, I sold. Hoping to craft a better strategy going into ER than holding common...
-
- View all 2 replies
-
-
-
- View all 4 replies
-
-
-
jamesingram32
medium position in $QCOM >2% in the green:) Any chartists out there? What are your thoughts? is that a head and shoulders formation? - View all 1 replies
-
jamesingram32: I guess sell would have been a good call. Why such lack of SA interest on qcom?
-
- View all 2 replies
-
-
SKS1586: sprasad03: Congratulations for $QCOM Buy- per Ashraf's Article-http://seekingalpha.com/a/rfyp
-
- View all 4 replies
-
WheelsComingOff: And you can get great premiums selling calls against it.
-
jamesingram32: why is qcom getting so battered. GS yady yah, but they win whoever wins the smartphone wars.
-
John Vincent
Appaloosa's David Tepper increased Apple ($AAPL) by 80% and Qualcomm ($QCOM) by 20% this quarter. See http://bit.ly/VxJ7wH - View all 3 replies
-
-
John Vincent: Yes, most of his purchases were in Q12012 & Q42012. $AAPL traded in the $420 to $635 and $510 to $670 price ranges in those two quarters.
-
- View all 11 replies
-
sheldond: Love Vale long term and my humanitarian interest in mannkind is well documented. I will do some dd 4 others. QCOM makes me anxious thanks JS -
sheldond: Today I added CLSN at .99 think it will have legs soon off the bottom and looking at new financing.
-
Ashraf Eassa
$INTC v.s. $QCOM v.s. $NVDA...processor/SoC comparison coming within the next week or so. Lots of myths need to be busted. - View all 4 replies
-
Peter Karahalios: I disagree. QCOM dominates the high-end of the growing smartphone market. INTC is stuck with PC's for now -
Ashraf Eassa: Pjkaras...look at the financials, though. PCs alone are more profitable than mobile, let alone Intel's server division.
-
- View all 2 replies
-
-
Peter Karahalios: I think it should be noted that his downgrade was based on the saturation of the smartphone market, not because of competitive risks
-
- View all 7 replies
-
Noodlez: they deliver chips to all big device manufacturers (e.g. samsung, apple and blackberry) and participate in their sales. i don't see any
-
Noodlez: weaknesses of their business yet, but would be glad to get some pointed out. http://bit.ly/YjESQE http://bit.ly/12G3YkB http://bit.ly/YjEUIc
-
Ashraf Eassa
Well, $QCOM is a win for me, but $FIO short puts are a massive loser. Guess it all balances out, right? - View all 12 replies
-
SKS1586: QCOM is win for me too. FIO - Holding a LEAP position & therefore will wait for turnaround.
-
-
Ashraf Eassa
Just benchmarked an $INTC based Droid Razr i versus $QCOM based Droid Razr M...oh, my, God. - View all 14 replies
-
-
