In today’s briefing:
- [Earnings Review] Qualcomm Rides Android Wave, But Apple Exit and Licensing Strains Linger
[Earnings Review] Qualcomm Rides Android Wave, But Apple Exit and Licensing Strains Linger
- Handset and edge networking demand powered a strong QCT beat, but licensing growth underwhelmed, and margins declined sequentially.
- Apple modem revenues will fade by 2026, and the management conspicuously avoided commentary on China auto; both adding to uncertainty.
- Snapdragon X’s monetisation has been deferred, while XR design momentum was a rare bright spot beyond mobile.
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