4.6 • 854 Ratings
🗓️ 25 January 2019
⏱️ 20 minutes
🧾️ Download transcript
The modem company has been using a "no license, no chips" policy for the longest time to dominate the smartphone supplier market. But with the company battling the FTC, that power dynamic could swiftly change. If Qualcomm is forced to change its business model, how will that affect the company's financials?
Stocks: QCOM, AAPL
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| 0:00.0 | This episode of Industry Focus is brought to you by Molecule, the world's first molecular air purifier that reduces symptoms for allergy and asthma sufferers. |
| 0:08.0 | For $75 off your first order, visit M-O-L-E-K-U-L-E dot com and enter the promo code Fool 75. |
| 0:17.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:23.7 | It is Friday, January 25th, and we're talking about the big bad apple supplier |
| 0:28.8 | that's grabbing headlines. |
| 0:30.4 | I'm your host, Delne Lewis, and I'm going on Skype by fool.com's Evan New. |
| 0:34.4 | Evan what's up? Not much, getting ready for earning season. |
| 0:38.4 | Earning season, one of our favorite four times of the year. |
| 0:43.3 | It's so nice that we get it quarterly instead of once a year |
| 0:45.8 | like some of the winter holidays, huh? |
| 0:48.2 | Yeah, it's about to start getting pretty busy. |
| 0:50.9 | And actually Qualcomm, the company that we're going to be talking about today, should be reporting. |
| 0:54.8 | I believe in the next week, week and a half or so. |
| 0:58.3 | But there's been plenty of news ahead of this earnings release and that's what we're going |
| 1:01.5 | to be spending a lot of our time |
| 1:02.5 | talking about today. Yeah they've been at trial all month with the FTC so it's a pretty |
| 1:09.7 | big trial a lot of interesting information coming out a lot of salacious headlines. |
| 1:15.0 | Before we get into that news, this is a company that we've discussed plenty on the show, |
| 1:19.6 | but typically when we've done it, we've talked about it because they are an apple supplier and |
| 1:23.9 | almost all those conversations have kind of funneled up into a larger |
| 1:26.8 | conversation about Apple. Today we're gonna focus specifically on Qualcomm |
| 1:31.3 | because there's a lot going on with this company |
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