Qualcomm: Diversification Dialed In, But Q1 Earnings Could Drop The Call
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Qualcomm is facing potential revenue challenges in the short term due to Apple's possible integration of in-house 5G modems in the iPhone SE 4, which could reduce Qualcomm's revenue. However, there is potential upside in 2025 if Samsung adopts Qualcomm's Snapdragon chipset for its Galaxy S25 lineup. Qualcomm's valuation metrics are attractive, trading below the sector median, and the company is focusing on diversifying its revenue streams.
January 10, 2025 | 4:45 am
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Qualcomm may face short-term revenue challenges due to Apple's potential use of in-house 5G modems in the iPhone SE 4, but there is potential upside in 2025 if Samsung adopts Snapdragon for its Galaxy S25. Qualcomm's valuation is attractive, and it is diversifying its revenue streams.
The potential integration of Apple's in-house 5G modems in the iPhone SE 4 could reduce Qualcomm's revenue, negatively impacting its short-term earnings. However, the potential adoption of Snapdragon by Samsung in 2025 presents a future opportunity. Qualcomm's current valuation metrics are favorable, and its diversification strategy is a positive long-term factor.
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