$QCOM (QUALCOMM Incorporated)

$QCOM {{ '2016-04-26T09:31:02+0000' | timeago}} • Announcement

$QCOM reported 2Q16 effective tax rate of 21%. Company expects annual effective income tax rate to be about 18% for FY16 versus 19% in FY15. Tax benefits from foreign income taxed at rates lower than rates in the US are expected to be about 15% in FY16 versus 14% in FY15.

$QCOM {{ '2017-07-20T13:05:52+0000' | timeago}} • Webcast

Through 3Q17, $QCOM returned approx. $3.4Bil to stockholders, including $2.4Bil in dividends paid and $1Bil in share repurchases.

$QCOM {{ '2017-07-20T12:58:00+0000' | timeago}} • Webcast

During 3Q17, $QCOM entered into a collaboration with Packet,  a metal cloud provider, to deliver consumable cloud platform based on the its Centriq 2400 processor to be accessed by the software development community.

$AAPL {{ '2017-07-20T12:48:23+0000' | timeago}} • Webcast

In regard with its battle against $AAPL, $QCOM has filed patent infringement complaints against the iPhone maker with both the International Trade Commission and in Federal Court in the US. The ITC investigation is expected to commence in August and the case will be tried next year.

$QCOM {{ '2017-07-20T12:28:59+0000' | timeago}} • Announcement

$QCOM'S pending $38Bil takeover of NXP Semiconductors is seen as a key strategy to expand its Internet of Things. The smartphone chipmaker expects the combined company to have an annual revenue of more than $30Bil. The transaction, that may face obstacles in the European Union, is expected to close by end of calendar 2017.

$QCOM {{ '2017-07-19T22:17:33+0000' | timeago}} • Infographic

$QCOM QUALCOMM Inc. Earnings AlphaGraphics: Q3 2017 highlights

$QCOM {{ '2017-07-19T21:27:34+0000' | timeago}} • Announcement

For 4Q17 $QCOM expects its revenue to be in the range of $5.4-6.2Bil. The company expects its diluted EPS to be about $0.55-0.65 and non-GAAP EPS to be in the range of $0.75-0.85. This guidance does not include QTL revenues related to the sale of $AAPL products by Apple’s contract manufacturers

$QCOM {{ '2017-07-19T21:23:19+0000' | timeago}} • Announcement

$QCOM's 3Q17 results were negatively impacted due to the actions taken by $AAPL's contract manufacturers, who failed to fully report and not pay royalties due on the sales of $AAPL products. Due to this the company did not provide certain metrics of its QTL business, which include total device sales and related estimated ranges of device shipment.

$QCOM {{ '2017-07-19T21:08:44+0000' | timeago}} • Announcement

$QCOM, that is facing several litigation issues, posted 40% drop in 3Q17 earnings, mainly due to the bitter legal battle with $AAPL, who did not report and pay royalties. Revenues fell 11% YoY to $5.4Bil. Net income were $0.9Bil, or $0.58 per share, down 40% from $1.4Bil, or $0.97 per share in 3Q16. Excluding items, $QCOM earned $0.83 per share.

$BBRY {{ '2017-06-23T12:01:53+0000' | timeago}} • Announcement

$BBRY, which reported non-GAAP profitability for the third consecutive quarter in 1Q18, said that it secured key design wins in high growth segments of automotive technology. $BBRY, once a market leader in smartphone companies, added that its ecosystem is growing with $QCOM and $NVDA adopting BlackBerry technology for their automotive platforms.

$AAPL {{ '2017-05-02T22:33:03+0000' | timeago}} • Webcast

$AAPL said $QCOM is trying to charge $AAPL a percentage of the total iPhone value. The work done by $QCOM on standard-essential patents is only a small part of the iPhone and it has nothing to do with the display, touch id or any other innovation done by $AAPL. $AAPL believes this dispute is a matter of principle.

$QCOM {{ '2017-04-19T22:19:59+0000' | timeago}} • Webcast

$QCOM said the process to acquire NXP is going well. The company has filed for approval in China and plans to file in Europe soon with other jurisdictions following the European filing. $QCOM has not put out a final estimate for the financing cost although $QCOM believes the acquisition debt could be $10-12Bil.

$QCOM {{ '2017-04-19T21:53:23+0000' | timeago}} • Webcast

$QCOM's dispute with $AAPL is on whether $QCOM owes $AAPL about $1Bil under its Cooperation Agreement. $QCOM said $AAPL withheld payments to their contract manufacturers who in turn withheld payments to $QCOM on royalties. This is reflected in 2Q17. The high end of 3Q17 guidance would be reflective of $QCOM getting its due payments in full.

$QCOM {{ '2017-04-19T21:12:04+0000' | timeago}} • Infographic

$QCOM QUALCOMM Inc. Earnings AlphaGraphics: Q2 2017 highlights

$QCOM {{ '2017-04-19T20:45:33+0000' | timeago}} • Announcement

$QCOM expects 3Q17 revenue of $5.3-6.1Bil, EPS of $0.67-0.92 and non-GAAP EPS of $0.90-1.15. $QCOM predicts MSM chip shipments of 180-200MM, and reported device sales of about $59-67Bil. $QCOM said forecast is wider than typical practice due to uncertainty in royalties from $AAPL contract manufacturers.

$QCOM {{ '2017-04-19T20:45:19+0000' | timeago}} • Announcement

$QCOM said $AAPL's contract manufacturers reported, but underpaid, royalties in 2Q17. But, $QCOM's revenues were not negatively impacted as contract makers acknowledged amounts are due and the underpayment was equal to the amounts that $QCOM has not paid $AAPL under cooperation agreement that are now in dispute.

$QCOM {{ '2017-04-19T20:44:48+0000' | timeago}} • Announcement

$QCOM reported a dip in 2Q17 earnings due to Qualcomm Strategic Initiatives segment exclusion and certain share-based compensation. Net income fell to $749MM or $0.50 per share from $1.16Bil or $0.78 per share last year. Revenue dropped to $5.02Bil from $5.55Bil. Non-GAAP EPS increased to $1.34 from $1.04.

$QCOM {{ '2017-01-26T00:44:23+0000' | timeago}} • Webcast

With further progress in China, $QCOM said that it is now in a position of collecting about 80% of the Chinese OEM global device sales. In Feb. 2016, the company reported that it will try to get to about 75% collection with the key deals and now it stands at 80%. Over time, $QCOM hopes to take that number higher.

$QCOM {{ '2017-01-26T00:33:49+0000' | timeago}} • Webcast

With regards to KFTC's fine, $QCOM said that it will appeal in the Seoul High Court. This appeal process can take quite some time in the Seoul High Court, if necessary, subsequent quarters. With regards to the FTC case, $QCOM said that it will take some time obviously.

$AAPL {{ '2017-01-26T00:16:55+0000' | timeago}} • Webcast

With regards to $AAPL's dispute, $QCOM said that it has to take a wait and see approach. The company has got no indications that its licensees will stop royalties. $QCOM does not expect an impact in 2Q17 from this dispute.

$QCOM {{ '2017-01-25T23:50:35+0000' | timeago}} • Webcast

With respect to the FTC complaint filed last week, $QCOM commented that it was a split decision taken in the last days of the Obama administration and is focused on $AAPL, which filed its related case just days later. $QCOM added that this is based on a flawed legal theory and significant misconceptions about the mobile technology industry.

Recent Transcripts

CDNS (Cadence Design Systems Inc.)
Monday, July 24 2017 - 9:00pm
GOOGL (Alphabet Inc.)
Monday, July 24 2017 - 9:00pm
QCOM (QUALCOMM Incorporated)
Wednesday, July 19 2017 - 8:45pm
CAMP (CalAmp Corp.)
Tuesday, June 27 2017 - 8:30pm
ORCL (Oracle Corporation)
Wednesday, June 21 2017 - 9:00pm
CIEN (Ciena Corporation)
Thursday, June 1 2017 - 12:30pm
VSAT (ViaSat Inc.)
Tuesday, May 23 2017 - 9:00pm
CSCO (Cisco Systems, Inc.)
Wednesday, May 17 2017 - 8:30pm
BDR (Blonder Tongue Laboratories Inc.)
Monday, May 15 2017 - 3:00pm
AVNW (Aviat Networks, Inc.)
Wednesday, May 10 2017 - 8:30pm
UBNT (Ubiquiti Networks, Inc.)
Thursday, May 4 2017 - 9:30pm
MITL (Mitel Networks Corporation)
Thursday, May 4 2017 - 12:30pm
CRUS (Cirrus Logic Inc.)
Wednesday, May 3 2017 - 9:00pm
GRPN (Groupon, Inc.)
Wednesday, May 3 2017 - 2:00pm
AAPL (Apple Inc)
Tuesday, May 2 2017 - 9:00pm
SNE (Sony Corporation)
Friday, April 28 2017 - 8:15am
INTC (Intel Corporation)
Thursday, April 27 2017 - 9:00pm
GOOGL (Alphabet Inc.)
Thursday, April 27 2017 - 8:30pm
LLL (L-3 Communications Holdings Inc.)
Thursday, April 27 2017 - 3:00pm
DSPG (DSP Group Inc.)
Thursday, April 27 2017 - 12:30pm

AlphaGraphics you may like