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Qualcomm Inc. (QCOM)

- NASDAQ
  • Oct. 20, 2011, 10:55 AM
    "Qualcomm is the big winner" in Apple's (AAPL) new iPhone 4S, says the IHS iSuppli analyst who conducted a recent teardown. QCOM "is selling Apple a whole suite of chips that adds up to about $14-$15 per iPhone." Chips made by Infineon, whose wireless operations Intel (INTC) bought last year, have been bounced out in favor of the new Qualcomm chips. (earlier)
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  • Oct. 20, 2011, 8:57 AM
    In Tero Kuittinen's view, Nokia's (NOK) ability to beat Q3 forecasts in spite of a $70 phone ASP demonstrates its manufacturing prowess, and the ongoing strength of its brand among low-end Asian buyers. He sees the results as good news for Qualcomm (QCOM), whose chips will power Nokia's first Windows Phone devices. NOK +8.7% premarket.
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  • Oct. 20, 2011, 8:19 AM
    Sources tell DigiTimes iPhone component suppliers could see their sales decline in Q4 "due to a high base" in Q3, in spite of Apple's (AAPL) Q3 iPhone shortfall and strong early iPhone 4S sales. Supplier CRUS is down 13.6% premarket after providing soft guidance. Other suppliers of note: QCOM, BRCM, OVTI, GLW, TQNT, SWKS, AVGO.
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  • Oct. 18, 2011, 6:08 PM
    Several iPhone component suppliers are taking a hit following Apple's (AAPL) FQ4 report, in which iPhone shipments came in below Street forecasts. BRCM -1.7%. QCOM -1.9%. TQNT -4.1%. CRUS -4.2%. GLW -1.2%. OVTI -1.2%. Some other wireless industry players are also selling off: SNDK -1.2%. GOOG -0.8%. S -2.1%. (more)
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  • Oct. 18, 2011, 11:46 AM
    Leon Cooperman still thinks "stocks are the best house in the neighborhood," and particularly likes Qualcomm (QCOM), KKR, Boston Scientific (BSX), E-Trade (ETFC) and Transocean (RIG). He likes Apple (AAPL) too, but it "doesn't make sense" not to pay a dividend or buy back stock when it's sitting on $80B of cash. He won't go near Treasurys: "It is confiscation of my capital."
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  • Oct. 17, 2011, 8:12 AM
    Semico becomes the latest firm to issue a gloomy forecast for 2011 chip demand (I, II), expecting industry revenues to fall 1.4% Y/Y. However, NAND flash memory and wireless chips are expected to remain pockets of strength, with each posting annual unit growth north of 20%, on the back of strong smartphone and tablet demand.
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  • Oct. 13, 2011, 1:15 PM
    IFixit's teardown of the iPhone 4S (AAPL) finds a couple of TriQuint (TQNT +19%) power amplifiers inside, and that's going well with investors who feared lost business. Avago (AVGO +2.1%) and Skyworks (SWKS +0.9%) amplifiers are also found, and a Qualcomm (QCOM +1%) RF transceiver chip is present in addition to an expected baseband chip.
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  • Oct. 11, 2011, 1:43 PM
    More on Broadcom's baseband chips: A recent Strategy Analytics report didn't rank Broadcom among the top-5 baseband vendors, but did note Broadcom had triple-digit Y/Y growth in Q2. A major question mark for Broadcom going forward is whether it can develop chips with processing power rivaling high-end solutions from QCOM, TXN, and NVDA.
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  • Oct. 11, 2011, 1:43 PM
    FBR's Craig Berger is reiterating an Outperform on Broadcom (BRCM), believing its Q2 EPS could beat consensus even if revenue is in-line. Berger is also reiterateing his May claim that Broadcom will become the world's second-largest baseband chipmaker after Qualcomm (QCOM), and notes a design win for Samsung's low-end Galaxy Y Android phone.
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  • Oct. 4, 2011, 2:29 PM
    Apple (AAPL -3.2%) states that, unlike the iPhone 4, which was sold in both CDMA and GSM models, the iPhone 4S will ship as a dual-mode CDMA/GSM model. Though this is a positive for Qualcomm (QCOM +0.4%), since dual-mode chips are costlier than single-mode versions, the market appears to have baked in the news in advance.
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  • Oct. 3, 2011, 3:10 PM
    Chinese 3G adoption is taking off, and Canaccord's Mike Walkley sees that as good news for Qualcomm (QCOM). He also expects Qualcomm to benefit from share gains with multiple phone vendors. FBR's Craig Berger, who has high hopes for iPhone and iPad shipments (I, II), thinks Apple's (AAPL) next phone will have a huge impact on Qualcomm's chip sales.
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  • Sep. 30, 2011, 8:18 AM
    Benchmark is upgrading CEVA, a designer of processor cores for chips used in consumer electronics, to Buy. The firm believes the recent selloff in CEVA is excessive, and that the market has already discounted the loss of iPhone-related royalties, as AAPL abandons the baseband chips of CEVA licensee INTC for those of QCOM.
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  • Sep. 28, 2011, 4:40 PM
    China's IT ministry estimates the country had over 940M mobile subscribers at the end of August, 14% Y/Y. China's 3G base is pegged at 94.1M, up from less than 50M in December. Carriers CHL, CHU, and CHA benefit from overall subscriber growth, while chipmakers QCOM and MRVL gain from 3G adoption in particular. (previously)
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  • Sep. 26, 2011, 10:27 AM
    Many of Apple's (AAPL) key chip suppliers are underperforming following J.P. Morgan's iPad report. BRCM -2.5%. QCOM -1.2%. TSM -3.1%. SWKS -4.1%. TQNT -1.7%. OVTI -2.2%. CRUS -2.3%.
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  • Sep. 22, 2011, 2:57 PM
    Qualcomm (QCOM -3.9%) could lose 4G Indian spectrum licenses it acquired last year for $1.04B, after the country's telecom regulator, recently hit by a corruption scandal, rejects its application for them. Reports surfaced last October that Qualcomm was looking to sell the spectrum, in return for a commitment to deploy TD-LTE technology.
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  • Sep. 20, 2011, 2:30 PM
    Nvidia (NVDA) boasts its upcoming Kal-El chip, which has 4 primary cores, will draw less power than dual-core parts from rivals QCOM and TXN. The reason? Kal-El will have a fifth, low-power core to handle background tasks that don't require a more powerful core. Nvidia claims in a paper (.pdf) it's patented the technology behind this architecture.
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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.