Technology · NYSE/NASDAQ: QCOM
QUALCOMM INC/DE
Semiconductors
Market Cap $232.73B
Verdict: High
Quality Scores
Multi-Bagger
82/100
Compounder Quality
91/100
Management Credibility
91/100
Governance
88/100
Cash Flow Quality
95/100
AI Summary
Qualcomm (QCOM) has undergone a massive structural transformation over the last decade, evolving from a licensing-heavy model to a dominant powerhouse in 5G handsets, automotive, and IoT. While the 2017-2019 period was marred by significant regulatory litigation (Apple/FTC) and a failed NXP acquisition, the company has emerged with a highly diversified revenue base. Revenue has skyrocketed from $6.18B in 2016 to over $44B in 2025, reflecting the successful captured shift to 5G and diversification beyond smartphones. Despite earnings volatility caused by one-time tax adjustments and legal…
Top Opportunities
- Consistent strong Cash Flow from Operations
- Dominant position in 5G wireless technology
- Successful diversification into Automotive segment
Top Risks
- High customer concentration (Apple/Samsung)
- Vulnerability to Apple's in-house modem shifts
- Heavy reliance on smartphone market demand
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