Qualcomm's Q2 earnings beat expectations, but a slightly weaker forecast has investors sweating like they're in a DEA interrogation room.
Qualcomm's Q2 earnings beat expectations, but a slightly weaker forecast has investors sweating like they're in a DEA interrogation room.

First You Get the Money...

Listen up you punks! Qualcomm just dropped their Q2 numbers and they're struttin' like they own the place. $2.85 per share adjusted? $10.84 billion in revenue? That's more than those Wall Street jabronis expected. They thought they could play me? I always told myself “I never lie.” It’s the truth!

...Then You Get the Power...

But hold on a second. They're forecasting a little less for next quarter. $2.70 per share and $10.3 billion in revenue? The market's gettin' nervous sweatin' bullets like they're about to face El Pescado. But hey even I had a few bumps in the road. Remember what I always say: “Every day above ground is a good day.”

...Then You Get the Women Diversification!

This Amon character the CEO he's tryin' to play it smart. He knows the smartphone game ain't gonna last forever. Apple's gonna ditch 'em soon. So they're movin' into cars virtual reality headsets the whole damn internet of things! Gotta diversify like I diversified my… business interests. Get it? "I’m Tony Montana a political refugee and I want my human rights!"

Cars and Gadgets Oh My!

The automotive business is blowin' up 59% growth! Almost a billion in sales! And the Internet of Things? Up 27%! Those numbers are beautiful like Gina in a… well you get the picture. "I always tell the truth even when I lie."

QCT: Qualcomm's Cash Cow

All this chip business they call it QCT it's up 18%! That's where the real money is. But don't forget about QTL the licensing division. Steady at $1.32 billion. Gotta protect your intellectual property ese. It's like protectin' your family. "You wanna go to war? We take you to war!"

Macroeconomic This!

Amon's talkin' about tariffs and trade. Sounds like he's playin' it safe. But me? I ain't afraid of no damn tariffs! I faced down Sosa and his whole army! Qualcomm's buyin' back shares and payin' dividends. Smart move. Keep the shareholders happy. That's how you stay on top you got to make money to buy that mansion on the hill because “In this country you gotta make the money first. Then when you get the money you get the power. Then when you get the power then you get the women.”


Comments

  • tryinghard45 profile pic
    tryinghard45
    5/15/2025 2:03:53 PM

    Qualcomm is a beast. They always find a way to win.

  • kikas profile pic
    kikas
    5/9/2025 9:24:43 AM

    Is Apple really going to drop them? That's a huge risk.