QCOMNASDAQ
Pulled automatically, never an analyst's estimate.
P/E Auto
20.2
Market cap Auto
194.4B
Revenue Auto
44.1B
Profit margin Auto
21.0%
EPS Auto
9.01
The rest of the sector.
The premium tier has decoupled from the commodity tier on price. Substitution is the only thing that closes that gap and it is not technically available.
Nobody wants a single supplier for a component this strategic. That procurement reflex is worth more to this name than any benchmark win.
The high-margin attach is growing twice as fast as the headline line. Consensus models it as an accessory rather than as the mix shift it has become.
Bookings troughed two quarters ago and the revision cycle follows intake with a lag. Consensus is still anchored to the trough print.
The bottleneck has migrated from lithography to packaging and power. That changes who captures the margin on every incremental unit.
Bookings troughed two quarters ago and the revision cycle follows intake with a lag. Consensus is still anchored to the trough print.
Nobody wants a single supplier for a component this strategic. That procurement reflex is worth more to this name than any benchmark win.
The premium tier has decoupled from the commodity tier on price. Substitution is the only thing that closes that gap and it is not technically available.
The bottleneck has migrated from lithography to packaging and power. That changes who captures the margin on every incremental unit.