
Qualcomm QJun25
- Semi revenue down -5% q/q and up 12% y/y to $9B; Handset, auto and IoT up y/y for 4th straight quarter- In advanced discussions with an hyperscaler on DC chip supply; revenue from FY28 (starts in Oct ’27) if all goes well- Handset below expectations due to weaker mix while auto and IoT above expectationsSource: Sravan Kundojjala
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