QUALCOMM Inc

Позитивное:

• Агрессивное повышение долгосрочных прогнозов вне мобильного рынка до $40 млрд к 2029 году. Цитата: «We also updated our fiscal 2029 financial targets, which now include more than $24 billion in revenue across automotive and IoT, plus more than $15 billion in data center, bringing our total non-handset revenue outlook to $40 billion by fiscal 2029, up from our previous target of $22 billion.» транскрипт
• Ранний старт выручки от серверных чипов и успешные tape-outs для дата-центров уже в декабре. Цитата: «Our two near-term custom silicon wins will be revenue-generating in the December quarter, and we have begun wafer production.» транскрипт

Негативное:

• Ускоренная потеря бизнеса с Apple из-за проблем с поставками и падение доли ниже 20%. Цитата: «Finally, as a result of our supply constraint, we now expect an acceleration in the step-down of Apple product revenues starting in the fourth fiscal quarter, as our share for upcoming iPhone launch is expected to be materially lower than our prior estimate of 20%.» транскрипт
• Структурное давление на валовую маржу из-за роста стоимости пластин (wafers) и памяти. Цитата: «In the short term, the entire industry continues to be impacted by unprecedented memory prices, higher manufacturing and input costs... creating short-term pressure on QCT gross margins, which will be slightly below our historical range.» транскрипт