Thread regarding Qualcomm Inc. layoffs

CEO Keeps fighting with Apple. Currently for chips and later for royalty.

Apple will raise royalty issue again once they have in house modem.

weird company. has always been this QTL vs QCT culture. Both need each other to survive, i wouldnt get so wrapped up in margins by group, its a function of where you put the cost of development in the org, QTL P&L doesnt carry the cost to develop patents so margins not as high as posted, QCT couldnt spend like crazy minus the QTL cash. QTL is full of fat, QCT has promoted leadership to level of incompetency. not a se-y stock going forward.

6G, modem leadership. AI. Edge networking. Servers. Cloud computing. GPU. NPU. Take your pick.

Wrong, CEO should just fire himself first

Save his a-s

QCT is not the cash cow. QCT has very thin margins. QTL is the cash cow by far (it isn’t even close). First thing the CEO should do is fire workers like you who know nothing. 2nd thing CEO should do is find engineers who can invent the next great product

CEO failed. Simply put

He can simply resign saying I will focus on engg what I am good at.

If you have servants at home and you no longer make money what will you do. Feed your kids or keep your servants. This is exactly what they are doing. So suck up. They don’t give a cr-p about you. They are giving you severance to save their bu-t.

Competition was extreme for Q on all areas even if CA thinks of diversification I doubt it's gonna help because of extreme competition in auto,PC, mobile we all know mtek is chasing Q hope nuvia helps

This company has some serious challenges to overcome in next couple of years.

The executive team sets the direction for the company. The macro-economic challenges are being faced by ALL companies. How are NVDA, AMD etc able to flourish and have managed to claw back their losses from Nov 2021 high? Zero excuses really.

*apple threat