This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Qualcomm (NASDAQ:QCOM) stands out as one of the lesser-appreciated semiconductor names as the AI revolution continues to play out, while other emerging tech trends also start to gain traction among growth and momentum-focused investors. Indeed, the AI race and the road towards AGI (or artificial general intelligence) seems to be on, with many hyperscalers signing dea ...

财务表现 - 公司第三季度财报超出华尔街预期，每股收益2.77美元(调整后) vs 预期2.71美元，营收103.7亿美元 vs 预期103.5亿美元 [4] - 季度净利润26.6亿美元(每股2.43美元)，同比去年21.3亿美元(每股1.88美元)增长24.9% [2] - 当前季度业绩指引高于预期，预计调整后每股收益2.85美元(中值)，营收107亿美元(中值)，均超分析师预期 [1] 主营业务 - 智能手机芯片业务季度营收63.3亿美元，略低于华尔街预期的64.4亿美元，主要客户包括三星(高端设备处理器/基带)和苹果(基带芯片) [2] - 基带业务面临客户流失风险，预计未来几年将失去苹果订单 [3] 业务多元化 - 公司积极拓展非手机芯片业务，包括Windows PC处理器、Meta Quest VR头显及Ray-Bans智能眼镜芯片 [3]