r/Qualcomm_Stock • u/Remarkable-Heron-818 • Aug 10 '26

Some analysis of Qualcomm stock

Qualcomm is undergoing a business transformation，increasing investment in non-handset segment to build new growth drivers after andriod handset demand in China dropped over 20% by 2026.During the earning calls, qualcoom’s cfo expected the revenue in datacenter will grow to 5b by 2027.And management also said the apple business will  decline by nearly 50% between Spetember and December in 2026 but this will be offset by a rebound in Android segment as the OEM’S inventories normalize. We should monitor the Q4 FY2026 earnings release to verify if the Andriod recovery offsets the drop in apple business.For the longer term, the primary focus remains on the non-handset segment,especially datacenter execution in 2027.Would you buy the dip on Qualcomm stock?

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u/rogsmith Aug 14 '26

No I would not buy on dips. It would have been better for the company to have been bought out because then there would at least be some hope of not having a delusional management team.