Bloomberg: Bloomberg Technology
5/8/2024 3:18pm
... others that are under pressure. qualcomm still down .4. intel suffering harder. down by almost 3%. the breaking news that we had yesterday that the u.s. is curtailing chip sales for the ...
Bloomberg: Bloomberg Technology
5/8/2024 3:02pm
... huawei made in the united states by intel, qualcomm and we're going to dig into that story later. but i want to show that we're bouncing off our lows. what have you got in the microperspective? ed: earnings. outside of earnings but let's start there with the tale of two ...
Bloomberg: Bloomberg Markets
5/8/2024 2:40pm
... they guided down once again to the low end of the range based on the fact that the u.s. government is banning both intel and qualcomm from selling its chips to huawei. we had intel bringing their guidance to the low end of the range with the stock down 2.5%. ...
Bloomberg: Bloomberg Markets
5/8/2024 2:22pm
... it expects second-quarter revenue to fall below the point of previously issued projections because of the new u.s. ban. it may be limited. qualcomm is saying a small percent of their revenue is coming from that, but the stock ...
Bloomberg: Bloomberg Surveillance
5/8/2024 12:14pm
... converse -- commerce developed new licensees where qualcomm will not be able to sell to china's huawei. jonathan: thank you. much more in 30 minutes. we will get you some morning calls plus falling short on ...
Bloomberg: Bloomberg Surveillance
5/8/2024 11:22am
... the financial times yesterday had a story saying the u.s. revoked export licenses that allow intel, qualcomm to supply huawei with certain ships. as we get closer to the election can you expect more of these ...
Bloomberg: Bloomberg Markets Asia
5/8/2024 3:06am
... market, but it's another hick up, if not, speed for huawei if it gets further sanctioned and restricted access to those lesser advanced chips from qualcomm and intel. ...
Bloomberg: Bloomberg Markets Asia
5/8/2024 3:04am
... qualcomm has said that their shipments to china and huawei have two in two a trickle. in the future, they see a getting less. but nevertheless, the u.s. really focusing on huawei not getting advanced chips. right now qualcomm can sell, has ...
Bloomberg: Bloomberg Markets Asia
5/8/2024 3:04am
... going to block all semiconductors sales to huawei. he said qualcomm and intel have gotten a little too close to china. that might not be the total effect. ...
Bloomberg: Bloomberg Markets Asia
5/8/2024 3:03am
... allowing huawei to buy semiconductors from qualcomm and intel, affecting u.s. sales of chips used to give huawei phones and laptops. the u.s. commerce department has confirmed the withdrawal of certain licenses for exports to ...
Bloomberg: Bloomberg Markets Asia
5/8/2024 3:00am
... the u.s. revokes licenses allowing huawei to buy semiconductors from qualcomm and intel, further tightening the screws of chinese tech giant. in indian stops -- stocks jumped _ ...
Bloomberg: Bloomberg Daybreak Asia
5/8/2024 0:18am
... over time. it has been allowed to sell older 4g network trips to huawei, but again, not 5g and advanced chips. huawei doesn't rank in the list of top 10 customers for qualcomm or intel according to ...
Bloomberg: Bloomberg Daybreak Asia
5/8/2024 0:17am
... saying that intel and, our two companies they are worried about being a little too close to china. for qualcomm's's sake, they say their business with huawei is already pretty limited and will surely shrink down to nothing ...
Bloomberg: Bloomberg Daybreak Asia
5/8/2024 0:17am
... government, it has reversed licenses allowing huawei to purchase semiconductors from qualcomm and intel basically affecting u.s. sales of chips used in huawei phones and ...
Bloomberg: Bloomberg Markets
5/3/2024 2:08pm
... as they had been there the semiconductors come off of it. qualcomm had good news. it will be company by company. i think the overall ai story which the market had been hanging on since the fall of ...
Bloomberg: Bloomberg Daybreak Asia
5/3/2024 0:23am
... haidi: qualcomm ceo cristiano amon there speaking with our colleagues at ed ludlow. you can watch us live and see our past interviews with our interactive tv function. that is tv
. you can join in on the conversation as well by joining us -- sending us is that messages during our shows. ...
Bloomberg: Bloomberg Daybreak Asia
5/3/2024 0:22am
... proven to be resilient and seeing positive momentum, chinese users buying better phones, that is a good story for qualcomm and it is reflected in the numbers. ...
Bloomberg: Bloomberg Daybreak Asia
5/3/2024 0:22am
... -- market for iphone. if you see that in the counterpoint research data. is that the case, where the domestic players are gaining market share, what does it mean for qualcomm? the way you should think about our position in china in the handset market, we have been very focused on the premium and ...
Bloomberg: Bloomberg Daybreak Asia
5/3/2024 0:20am
... o'keefe, who is behind the bloomberg exclusive. let's shift to qualcomm. shares jumped the most in two and a half years after an upbeat forecast pointing to a rebound in demand for smartphone shapes the ceo told us what is driving growth in the key chinese market. the story on handsets in china is ...
Bloomberg: Bloomberg Markets
5/2/2024 4:01pm
... qualcomm shares rising the most in more than two years. in apollo global rose 26% in the first quarter, just shied estimates, but the firm has launched the best performance among of publicly traded peers this year. you see a polish shares up more ...
Bloomberg: Bloomberg Markets
5/2/2024 4:01pm
... side, that shows you a little bit of the exuberant under the surface. qualcomm suggesting that demand for smartphones is increasing after two year swap. the company has been trying to decrease reliance on phone chips by pushing its personal computers, vehicles and other markets. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:40pm
... both of you. what have we got coming up? ed: let's check in on the markets. qualcomm stock of 10% on track for its biggest dump since november 2021. that is boosting the stocks. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:39pm
... doing with new windows, and i think what is going to happen is qualcomm is coming in with the leadership product. financially, that's going to be more of a fiscal 2025 event because a lot the laptops are ...
Bloomberg: Bloomberg Technology
5/2/2024 3:39pm
... i think this is the great story for qualcomm because we are new, just entering the market. we are going to see a lot of the devices coming up in the second half of this year. i encourage everybody to watch the microsoft failed an incredible thing if they are ...
Bloomberg: Bloomberg Technology
5/2/2024 3:38pm
... that needs to do something else, needs to do it all the time it not compromise battery life that is the qualcomm story. and what is the market share story of qualcomm? we've been hearing a lot about other competitors getting into the space. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:36pm
... we are speaking to the qualcomm ceo, and i think you summed it up well. we are in the very early stages of the world where we are running 10 billion parameter models locally on a device on the smartphone side. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:34pm
... the second part of the we think about everything is if you have a leadership position in technology, you are going to have a big business in china. it is just a function of the size of the market. that has been true not only for qualcomm but for a number of other companies. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:33pm
... be resilient and see positive momentum as the rich get richer, chinese users are buying a better phone, that is a good story for qualcomm and is reflected in the numbers. is there any anxiety from a geopolitical perspective? ...
Bloomberg: Bloomberg Technology
5/2/2024 3:32pm
... mean for qualcomm? the way you should think about our position in china, we have been very focused on premium and high tier with snapdragon. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:30pm
... the smartphone market globally and within that there is a lot of nuance. specific action in china and strength also for the chips that go into cars in the automotive sector. delay to say that qualcomm's ceo joins us now. good morning to you. let's start with china. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:27pm
... coming up, chipmaker qualcomm out with earnings. we will sit down with the ceo cristiano among. he did not want to miss that conversation. this is 'bloomberg technology.' ...
Bloomberg: Bloomberg Technology
5/2/2024 3:19pm
... stay tuned for his reporting on apple. coming up, chipmaker qualcomm out with earnings. there is a lot of talk about with the ceo cristiano amon. that conversation is coming up. this is bloomberg technology. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:02pm
... the earning story is elsewhere. qualcomm up almost 10%. the smartphone market seems to be recovering. there'll be a lot to talk about with the ceo and also what is happening in china. then doordash. ...
Bloomberg: Bloomberg Technology
5/2/2024 3:01pm
... of qualcomm. caroline: and the cfo of doordash joins us to run through the company's latest results. there is a wealth of micro data today that we will be digging into, not to mention new york-based peloton. ...
Bloomberg: Bloomberg Markets
5/2/2024 3:01pm
... world headquarters in new york. we push ahead to apple's results after the bell as investors anxiously await iphone sales numbers. ed: and we sit down with the ceo of qualcomm. caroline: ...
Bloomberg: Bloomberg Markets
5/2/2024 2:40pm
... surprise profit. the short squeeze could be underhand. qualcomm the guide was great. androids in particular and finally everyone's waiting for apple after the bell at 1.6%. revenue expected to decline. ...
Bloomberg: Bloomberg Surveillance
5/2/2024 11:34am
... nationalism patriotism towards their home owned brands. so qualcomm saying this will slowdown in china. then it goes to what will you do about that, how do you fight that. jonathan: is it consumer ...
Bloomberg: Bloomberg Surveillance
5/2/2024 11:34am
... -- hardware upgrade. annmarie: qualcomm is saying they see a robust market in china. the issue is brands and what's happening in china is this ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:40am
... qualcomm suggests those sales are doing better, as we have noticed already from the estimates and these market share gains globally in the order of 30% from xiao mi in particular, ...
Bloomberg: Bloomberg Surveillance
5/2/2024 10:40am
... china is the market that matters. annmarie: qualcomm said that china was a bright spot and we heard from the ceo yesterday that they haven't seen signs of weakness in the android premium market in china. how much of a harbinger of bad news is that for apple? ...
Bloomberg: Bloomberg Daybreak Europe
5/2/2024 5:18am
... advertising. qualcomm shares rose after an upbeat forecast. the outlook signals the market is bouncing back, tracking with forecasts that demand would recover. ...
Bloomberg: Bloomberg Daybreak Australia
5/1/2024 11:57pm
... qualcomm after hours rising. more ahead. this is and they're all coming? those who are still with us, yes. grandpa! what's this? your wings. ...
Bloomberg: Bloomberg Daybreak Australia
5/1/2024 11:28pm
... annabelle: you mentioned that qualcomm was standing out from the rest of the pack, md was one that had a big slide -- amd was one that had a big slide, concern around the ai chip forecast? it is more than the concern, ...
Bloomberg: Bloomberg Daybreak Australia
5/1/2024 11:26pm
... . qualcomm has a large exposure to smartphones in china and that helps qualcomm's while everyone else suffers and most high end android oem's have ...
Bloomberg: Bloomberg Daybreak Australia
5/1/2024 11:25pm
... upbeat forecast for sales and profit this quarter and the outlook suggesting the market for smartphone is coming back, we bring in our analyst and what stood out to you from the qualcomm numbers in ...
Bloomberg: Bloomberg Daybreak Australia
5/1/2024 11:25pm
... expectations were skyhigh because both of those companies still said they had high expectations for the quarters ahead. qualcomm, it is a bit of a different story because we are seeing shares that are jumping in late trade after it gave an ...
Bloomberg: Bloomberg Daybreak Australia
5/1/2024 11:21pm
... seems to be pretty fleeting and that is because people are really delving into the earnings which have been quite mixed and some big positives and negatives and the market has been punishing the underperformers and qualcomm was a good one, ...
Bloomberg: Bloomberg Daybreak Australia
5/1/2024 11:01pm
... and qualcomm gives an update on profit forecast for the current quarter, suggesting demand for smartphones is increasing. this is the picture when it ...
Bloomberg: Bloomberg Markets
4/23/2024 4:37pm
... like artificial intelligence for devices and the world of mobile. we are watching a lot of these developing's carefully. where we see opportunities are names like qualcomm or microsoft, motorola solutions ...
Bloomberg: Bloomberg Markets
4/23/2024 4:37pm
... these companies navigate the crosscurrents in the near term. we talked about amazon and we will see how microsoft does later this week. we are looking at names like qualcomm in the smartphone arena where demand remains difficult and china is a tough market that they are innovating in key areas ...
Bloomberg: Bloomberg Daybreak Australia
4/8/2024 11:19pm
... u.s. companies for example qualcomm, these companies, nvidia, they will be able to procure two nanometer chips. and in this case tsmc may be ...
Bloomberg: Bloomberg Technology
4/3/2024 3:08pm
... you be investing in nvidia, qualcomm, tsmc? what intel did was remind people they are on a tough road and they still have a ways to go. ed: the stock is down 620%, intel. they have a new cfo. ian: a new cfo for their foundry ...
Bloomberg: Bloomberg Technology
4/3/2024 3:05pm
... from nvidia, that is going through tsmc. if it is a modem allowing your phone to connect to them at work, that's qualcomm and going through tsmc. the list goes on and on. everyone depends on them. ed: let's talk about what is operation on the ground in taiwan. i was interested to read about ...
Bloomberg: Bloomberg Daybreak Australia
3/27/2024 11:08pm
... qualcomm's. the respective successes of china and the u.s. are opportunities for each other. as long as both sides regard each other as partners, respect each other, live in peace and ...
Bloomberg: Bloomberg Surveillance
3/27/2024 11:15am
... he met with leaders including blackstone's stephen schwartzman and qualcomm for more than 90 minutes. china is seeking to restore confidence in its economy acknowledging issues with the domestic economy but saying it hasn't yet peaked. ...
Bloomberg: Bloomberg Surveillance
3/26/2024 11:34am
... this just highlights how intertwined the economies are, the u.s. and china regardless of all of the noise, and u.s. corporate executives, do they walk away, to the pullback or do they double down as referred a number of them, qualcomm included, do? ...
Bloomberg: Bloomberg Markets Asia
3/26/2024 3:24am
... ran qualcomm. they have to find the right person. the last person to fix the problems is the person who is just a parting. there are a lot of problems for boeing to fix them about ...
Bloomberg: Bloomberg Surveillance
3/25/2024 12:04pm
... lisa: we are looking at the new chair. previously of qualcomm, which is interesting. also announcing stephanie pope was named to commercial airplane ceo. ...
Bloomberg: Bloomberg Markets
3/15/2024 2:55pm
... global x also has another offering a iq which has your more traditional ai linked names, nvidia, meta, netflix, oracle, qualcomm. ...
Bloomberg: Bloomberg Surveillance
2/28/2024 1:55pm
... september is usually a month where they would unveil a new phone. is that too soon to roll some of this out? no. got qualcomm. they announced a new processor. ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:28pm
... conversation closer to november. appreciate it, sir. we have to go to the commercial break. the qualcomm ceo. from new york city, good morning. this is bloomberg. i think he's having a midlife crisis i'm not. you got us t-mobile home internet lite. after a week of streaming they knocked us down. ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:23pm
... we are excited about that and it's an opportunity for all of the semiconductor companies with an advanced processor to grow with ai. annmarie: how much is the ai hub replication of nvidia? cristiano: it is different. some of the press article said that the qualcomm ai hub, they ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:23pm
... time in an efficient way. that is the qualcomm expertise. all of the battery-power devices, that is the area that we always had the best computing platform. it's an opportunity to replicate ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:22pm
... this space and dominate? cristiano: a lot of respect for what nvidia is doing. i think they provide an inspiration and tell companies like qualcomm what is possible. ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:22pm
... they have their own processor. all of the android devices in america are supported by qualcomm snapdragon. we have been working with google and our partners and many other companies, like microsoft and meta, providing some of those ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:18pm
... integrate ai into computers and smartphones through its processors. the ceo of qualcomm joins us from barcelona. the second time in 2024. we appreciate your time, sir. i went to talk about where we ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:18pm
... coming to the rest of tech. in our opinion, that will continue to fuel this tech bull market. jonathan: nvidia's record surge driving others to chase the rally. among them, qualcomm announcing advancements as it works to ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:06pm
... kaminski on why signals are building. and qualcomm on the latest and then spent in ai. and mark mccormack on why he is bearish for the u.s. dollar. bond traders are aligning with ...
Bloomberg: Bloomberg Surveillance
2/28/2024 12:00pm
... michael sheppard, and the qualcomm ceo. this is bloomberg. the overall market is still ok. the economy is still ok. the fed is more likely to ...
Bloomberg: Bloomberg Surveillance
2/27/2024 2:00pm
... jonathan: you thought gen z was bad. wait 20 years. tomorrow with qualcomm ceo. manus: a very good morning. a little green on the screen. ...
Bloomberg: Bloomberg Markets
2/22/2024 5:47pm
... qualcomm has smart phone ai chips they are currently marketing. i really believe that the chip space is probably the best space to play the ai trend because we can really see those numbers trickling down into the eps. ...
Bloomberg: Bloomberg Markets
2/19/2024 1:25pm
... designing were the ai ones. they had the gpu accelerators that nvidia makes which are geared toward ai. arm is very good in things like mobile phones. you think about qualcomm, what ...
Bloomberg: Bloomberg Technology
2/13/2024 4:39pm
... intel not embracing mobile, qualcomm not embracing ai, and the list goes on. it is hard for a large company not to take this technology and put it in their best-selling product to make that low hanging fruit. ...
Bloomberg: Bloomberg Daybreak Europe
2/9/2024 6:12am
... chips. how do you see that relationship going forward with qualcomm? a lot of folks did not understand the company well and where we fit, and we have a lot of growth, but arm is in a lot ...
Bloomberg: Bloomberg Markets Asia
2/9/2024 2:33am
... going forward with qualcomm, for example? a lot of folks didn't understand the company well and where we fit. obviously we had a lot of rope, but arm is in a lot of devices that people may not actually think about. ...
Bloomberg: Bloomberg Daybreak Australia
2/8/2024 11:43pm
... we've seen diversification out of phones. pain is the strategy going forward. many would say you're basically making the chips. how do you see the relationship going forward with qualcomm, for example? a lot of folks did not really ...
Bloomberg: Bloomberg Technology
2/8/2024 4:04pm
... forwards because many would say you are not just the overall designer of chips, you're basically making the chips. how do you see that relationship going forward with qualcomm, for example? a lot of folks as you said ...
Bloomberg: Bloomberg Technology
2/5/2024 4:48pm
... like. you heard a moment ago, qualcomm sang flat to listing the digit growth in the smartphone market. we have covered a lot broadly slow down in ev growth globally. is that reflecting what your customers are engaging with you ...
Bloomberg: Bloomberg Daybreak Asia
2/2/2024 0:52am
... haidi: qualcomm is expecting modest recovery for the smartphone processor industry in 2024. the ceo told bloomberg technology the adoption of ai is exciting, but the timing is hard to predict. first of all i do not ...
Bloomberg: Bloomberg Technology
2/1/2024 4:57pm
... speaks to the number of chips that we will be making in the automotive industry. caroline: the qualcomm ceo. great to have some time with ...
Bloomberg: Bloomberg Technology
2/1/2024 4:56pm
... customers renewing the agreement. that is a very positive sign to investors. what is exciting about qualcomm ...
Bloomberg: Bloomberg Technology
2/1/2024 4:49pm
... qualcomm delivering a solid forecast helped by a recovering market for smartphone chips. let's get right to the ...
Bloomberg: Bloomberg Technology
2/1/2024 4:46pm
... qualcomm ceo. a lot to discuss about market, what is going well and what is not. this is very technology. it's easy to get lost in investment research. ...
Bloomberg: Bloomberg Technology
2/1/2024 4:31pm
... in 1988. qualcomm is up by almost 4%. mobile is recovering but what ...
Bloomberg: Bloomberg Technology
2/1/2024 4:06pm
... heating up. we will dig into mx exports which starts trading today. caroline: we will speak to the ceo of qualcomm, but first let's check in on the markets. ...
Bloomberg: Bloomberg Markets
2/1/2024 3:57pm
... do. coming up, we will hear from the ceo of qualcomm after earnings earlier this week. he joins bloomberg technology's caroline hyde and ed ludlow coming up next. this is bloomberg. when you automate sales tax with avalara, you don't have to worry about things like changing tax rates ...
Bloomberg: Bloomberg Markets
2/1/2024 3:12pm
... emily: your guest said that qualcomm was a buy but their earnings were a mixed bag. they beat on revenue, they beat on adjusted operating income. they said that phone shipments ...
Bloomberg: Bloomberg Markets
2/1/2024 3:07pm
... qualcomm as great growth companies. we get them at very reasonable multiples. i think that qualcomm is really trading at reasonable multiples based on the earnings that came out. micron is too. there are a lot of companies that we believe will be priced ...
Bloomberg: Bloomberg Daybreak Europe
2/1/2024 6:46am
... to buck yet another quarter of revenue decline. we've seen four quarters of straight revenue decline for apple. that qualcomm news may come as a good sign for apple because that's part of their business. it's a question for apple, ...
Bloomberg: Bloomberg Daybreak Asia
2/1/2024 0:19am
... industry qualcomm is still seeing healthy growth and is expected to consider -- continue seeing growth in this segment. annabelle: qualcomm shares still weaker after hours. that was our senior semiconductor analyst there. ...
Bloomberg: Bloomberg Daybreak Asia
2/1/2024 0:18am
... qualcomm's new software vehicles in infotainment and the digital cockpit these are areas where as the new cars launch automakers are increasing this a look and content because it is more profitable for them. despite weakness in the overall ...
Bloomberg: Bloomberg Daybreak Asia
2/1/2024 0:18am
... kunjan: the unique thing for qualcomm is while most auto semi companies are seeing week guidance and weakness in japan, ...
Bloomberg: Bloomberg Daybreak Asia
2/1/2024 0:16am
... can gusto help my small business with compliance too? definitely. thank you so much. choose payroll compliance without the ups and downs. that's working with gusto. paul: qualcomm shares fell in ...
Bloomberg: Bloomberg Daybreak Asia
2/1/2024 0:15am
... qualcomm flags only a modest recovery this year as the inventories slowly clear. we will have the details next. this is bloomberg. thanks to avalara, we can calculate sales tax automatically. ...
Bloomberg: Bloomberg Daybreak Australia
1/31/2024 11:19pm
... qualcomm specific and otherwise you are pretty optimistic on the numbers, why do you think we are seeing the stock a little lower after our so far? kunjan: i thin despite the beat on their earnings people are still not out of the woodwork for the android market. ...
Bloomberg: Bloomberg Daybreak Australia
1/31/2024 11:18pm
... annabelle: ward were -- what were the weak spots? chips for internet devices have been signaled as one. kunjan: there is nothing unique for qualcomm happening here. this is what we are seeing industry wide. ...
Bloomberg: Bloomberg Daybreak Australia
1/31/2024 11:18pm
... as we see newer versions of cars launched whether high tear or midtier all cars have larger it's a look and content with infotainment and the digitization of the car. that is what qualcomm is playing ...
Bloomberg: Bloomberg Daybreak Australia
1/31/2024 11:17pm
... years that qualcomm will still have that majority share in samsung premium devices. paul: what about automotive segments? kunjan: qualcomm, unlike most other auto some companies will ...
Bloomberg: Bloomberg Daybreak Australia
1/31/2024 11:17pm
... not ready with their chipset and will stay with qualcomm at least for the foreseeable future. on the samsung side it gives some predictability that we can assume a certain chair for qualcomm for at least a few ...
Bloomberg: Bloomberg Daybreak Australia
1/31/2024 11:16pm
... senior consumer analyst joins us now. what does this mean for the smartphone market? kunjan: qualcomm has better than expected earnings. it leads to a signal that the ...