Apple quarterly results show that Maverick INCREASED iPhone sales. So Apple is increasing mkt share and soon there will be no dependence on Q for modems. CA & JT strategy of diversification has failed miserably! Qualcomm needs to be a much smaller company.
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Meh, not about fruit as much anymore. Tom Snooze sucks. Enabled an extremely evil money cult.
IoS gaining share impacts both QCT and QTL, QCT loses the modem, "Maverick" pays lower rate to QTL. Not good for anyone if "Maverick" gaining share versus Android ecosystem. Not much QCOM can do about it, people in IoS ecosystem will continue to purchase iPhones. With Huawei out of China high-end market, IoS gained share versus android (Samsung historically poor share in China) so another downside as China market recovers. Cheers and so much for summer on the lawn series.
Not Qualcomm just QCT…. And just wait awhile… it’s going to shrink greatly!
Maverick was a pretty good movie. Tom Cruise still got it.