💡 Qualcomm and Samsung: a partnership that brings billions in profits!
Qualcomm $QCOM, a leader in semiconductors and innovation, has scored a $2 billion boost from a new deal with Samsung $SMSN.L. 🔥 Their cutting-edge Snapdragon chipset now completely powers all variants of Samsung's latest flagship Galaxy S25. This represents a huge shift from the previous generation S24 where the lower models were still dependent on Exynos chips . 📱
✅ What makes Qualcomm special?
Qualcomm is not just "chip supplier." The company is a technology pioneer that is pushing boundaries in a variety of areas:
Mobile processors: Snapdragon is synonymous with superior performance and efficiency.
Automotive: Qualcomm chips play a key role in autonomous vehicles and advanced on-board systems. 🚗
Internet of Things (IoT): Innovation in connected devices from smart homes to industrial applications. 📶
5G networks: Qualcomm is one of the driving forces behind the development of 5G technology, ensuring it will play a significant role in the future world of connectivity. 🌐
📊 Key numbers on Samsung deal:
12 million units.
2 billion USD: Estimated incremental revenue associated with this expansion.
5% EPS growth: This corresponds to an increase in earnings per share of about $0.63 (fiscal year 2025).
Qualcomm had a 70% stake in the previous generation S24, but is taking a 100% stake in the S25. 🚀
🔍 Why is this partnership important?
Earnings 100% share in Samsung's flagship Galaxy S25 is not just a commercial success, but also a testament to Qualcomm' s technological dominance . This position opens the door to other key sectors where Qualcomm continues to grow and confirms its significant role in the global market.
The company has a promising period ahead with a combination of growth in the mobile segment and rapid expansion in automotive and IoT.
With growth in key sectors such as 5G, mobile and IoT, Qualcomm is not only a stable player but also a company with great potential. This latest success with Samsung shows that it is still moving forward.
👉 What is your opinion of Qualcomm?
I wouldn't buy shares of $SMSN.L, but $QCOM looks very interesting. The valuation is pretty high right now, but at a lower price I'd happily include the stock in my portfolio.
Super stock, a little higher price at the moment, but since I hold some shares I don't mind. I don't plan on overbought at current levels.
If this partnership brings in that much money, that's only good. I already have $QCOM stock in my portfolio and will definitely hold it.
The company is doing really well now and they have the business going very well, but I haven't thought about investing.