🌎Qualcomm has several compelling drivers for future growth, the most important of which are successful business diversification and an ambitious entry into the new data center market.
Key growth drivers:
Entering the AI data center market.
The company signed its first contract with startup Humane to deploy a 200-megawatt infrastructure starting in 2026.
Diversification and growth beyond smartphones
Automotive segment: revenue exceeded $1 billion in the quarter, with year-over-year growth of 21-36%.
- IoT segment: revenue grew by 22-24% year-over-year.
Report:
Record annual revenue of the QCT division: ~$44 billion
High margins: EBITDA margin of 31%, net profit margin of 26%
Shares are trading at a significant discount to peers.
Key growth drivers:
Entering the AI data center market.
The company signed its first contract with startup Humane to deploy a 200-megawatt infrastructure starting in 2026.
Diversification and growth beyond smartphones
Automotive segment: revenue exceeded $1 billion in the quarter, with year-over-year growth of 21-36%.
- IoT segment: revenue grew by 22-24% year-over-year.
Report:
Record annual revenue of the QCT division: ~$44 billion
High margins: EBITDA margin of 31%, net profit margin of 26%
Shares are trading at a significant discount to peers.
Отказ от ответственности
Информация и публикации не предназначены для предоставления и не являются финансовыми, инвестиционными, торговыми или другими видами советов или рекомендаций, предоставленных или одобренных TradingView. Подробнее читайте в Условиях использования.
Отказ от ответственности
Информация и публикации не предназначены для предоставления и не являются финансовыми, инвестиционными, торговыми или другими видами советов или рекомендаций, предоставленных или одобренных TradingView. Подробнее читайте в Условиях использования.