🌎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.
Pernyataan Penyangkalan
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Pernyataan Penyangkalan
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.