4 Nov, 21:02

Strong Data Center Revenue Growth Outlook

Bullish+4.89%

AI Summary

The author highlights Qualcomm's strong projected data center revenue growth and pricing power, indicating a positive outlook on the company's fundamentals.

$QCOM expects data center revenue of more than $650 million in Q1, rising every quarter to exit fiscal 2027 at a $7 billion annualized run-rate. Qualcomm is also raising prices across its products to reflect higher semiconductor input costs. https://x.com/wallstengine/status/2118086425212227764/photo/1

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