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seanismorris said:

mazda 3s said:

seanismorris said:

Qualcomm is declining in relevance.  They had the early monopoly in wireless, but the next gen chips will be 5G that fall back to 4G.

Qualcomm’s monopoly is more 3G and earlier.  Qualcomm might be lightly better in 4G & 5G but there’s no longer the customer lock-in in IP, for a marginal performance boost.

Goodbye Qualcomm.

You do realize that Qualcomm makes more than modem chips, right?

Qualcomm is all things wireless.  Their secret sauce is IP which they use to bludgeon both their partners and opponents.

Qualcomm has 30,000+ employees but they road 3G (and a less extend 4G because it needed backward compatibility) all the way until 2013 at which point the companies growth stalled.

Qualcomm losing their legal battles is going to be huge.  They’re not going out of business, but they’re in serious trouble.  

rogifan_new said:

As I posted in another thread... How much money is Amazon making off original content? People keep talking about growing services revenues. Apple doesn’t break down the components of services revenue but it’s a good bet the majority of it comes from the cut Apple takes on IAP. Secondarily would probably be things like iCloud storage, MFI licensing fees, Apple Care. All of those are tied to hardware. We’ve never heard in the past that iTunes was much of a money making business. Maybe Apple has these grand video plans that will blow everyone out of the water and be hugely profitable but I’m skeptical. I know Wall Street is obsessed with the services narrative but what good are services (as a stand alone product) for Apple if they’re not very profitable (if at all). Looking at Netflix’s last quarterly earnings filing their net profit was around $400M. And that’s off of a subscriber base of around 137M. What would Apple have to charge for its video service to pull in decent profits?

rogifan_new said:

So are all the people who shit on anybody here who speculated iPhone sales might be soft going to apologize now? It was patently obvious once Apple started heavily pushing the trade-in program and displaying cheaper prices on apple.com homepage that there was an issue with sales.