高通连续第五季度营收超预期！受累于Meta暴跌，盘后一度跌超8%

华尔街见闻2022-02-03

美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢...

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John_SG
·2022-02-03
FACEBOOK 可是要 "非死不可"
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锐哥来了
·2022-02-03
跌，打擊一下高通
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Kellytan
·2022-02-03
Ok
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夜袭女儿国
·2022-02-03
奇了怪了，FB暴跌跟你高通有什麼關係呢？
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- 夜袭女儿国Replying to长河_967:
  [强] [强] [强] [强] [强] [强]
  2022-02-04
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- 长河_967Replying to夜袭女儿国:
  科技解放人，自始至终科技的发展都不会改变自身的这一特性，而科技最强大之处正是不管人愿意还是不愿意被解放，最终人都会被科技解放，科技解放人是不由人做主的
  2022-02-04
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- 长河_967Replying to夜袭女儿国:
  第三代互联网的前身，现在看确实还是很飘忽不定，从比特币到元宇宙，关键的特征都是去中心，科技往往都是由小及大，所以最终完全可以发展出一个去中心化的互联网，但到底需要多久的时间才能成型没有人能知道，这也就是之所以给人飘忽不定的原因
  2022-02-03
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凱因
·2022-02-03
FB悲劇了。
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JWZ137
·2022-02-03
Wow
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Affected by the Meta plunge, it once fell more than 8% after hours","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9003684040e6f97f933a5d494ed5300a","symbols_score_info":{"QCOM":1,"FB":1},"content_text":"美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢标普500同期累跌4.32%。得益于其多元芯片业务持续推动，第一季度营收超预期，具体来看：第一季度调整后每股收益EPS为3.23美元，高于预期为3.01美元，同比增长49%；第一季度调整后营收为107亿美元，预期为104.2亿美元，同比增长 30%；第一季度高通回购了12亿美元的股票，并发放了7.65亿美元的股息。具体分业务来看：芯片业务QCT报告的销售额为88.5亿美元，同比增长35%；但与去年同季度报告的63%涨幅相比，增长放缓。技术许可部门QTL的营收达到18.1亿美元，同比增长10%。包括投资部门QSI在内的其他业务营收达19亿美元，QSI在本季度为高通GAAP每股收益贡献了0.10美元。同时，高通也公布2022财年全年业绩指引，预计下一季度（2022年第二财季）的销售额将在102亿至110亿美元之间，高于分析师预计的96亿美元。此外，高通也警告称，由于市场波动，没有将QSI投资部门的收益计入其第二季度的GAAP盈利预测。高通公司总裁兼首席执行官Cristiano Amon对一季度业绩表示肯定，并表示所有业务的需求加速扩张，来自安卓系统手机生产商的需求强劲，芯片供应问题正在改善。我们创纪录的季度业绩反映了对我们产品和技术的强劲需求，QCT收入超过了任何一家无晶圆厂半导体公司。我们正处于史上最大机遇的开端，市场规模将在未来十年内扩大七倍以上达到约7000亿美元。我们的技术路线图使我们成为移动和互联智能边缘的首选合作伙伴。高通多元QCT业务战略继续推动业绩增长总部设在圣迭戈的高通，作为最大的手机芯片供应商，近年已致力于芯片产品组合的多样化。作为高通总裁兼首席执行官的首要关切，本季度其多元芯片业务表现亮眼，四大业务板块——手机芯片、连接到5G网络所需的射频前端芯片、汽车芯片和物联网链接设备所需的芯片分别录得59.8亿、11.3亿、2.56亿以及15亿美元的销售额。而手机芯片的强劲需求推动手机芯片销售增长42%至59.8亿美元，相比上一季度56%的增长速度，增速略有放缓。专注于无线连接所需芯片的射频前端部门增长7%，达到11.3亿美元。汽车用芯片的销售额也增长了21%，达到2.56亿美元。其专注于低功耗芯片的物联网部门，销售额增长41%，达到14.8亿美元。由于高通在过去几个月的盈利增长多样化，其业务一直在多个领域扩张。这些业务的集中导致了行业内的根本性改善。随着业务的蓬勃发展，这种增长在未来几个季度应该会增加。比如在全球缺芯的浪潮中，高通与全球众多汽车制造商合作，基于高通“统一的技术路线图”和骁龙数字底盘推动新一轮汽车基础设施的浪潮，高通将从电动汽车和自动驾驶汽车的普及中受益。5G技术引领，机遇挑战并存，加速通往元宇宙之路随着半导体行业的回暖以及供应链的持续修补，有分析称，高通未来或将继续呈现稳定的利润率增长，同时伴随运营成本下降，因为预期未来的运营波动性较小；同时，高通的微观基本面也将继续改善，因为其持有大量现金和盈利势头。同时，5G 将成为高通未来几个季度的重要增长动力。不仅从通信设备支出来看，而且从发展整体技术基础和为将使用 5G 技术的平台提供动力的角度来看，都是如此。但值得注意的是，此前有媒体分析称，虽然从OPPO、vivo到荣耀都在使用高通公司的骁龙系列芯片，但高通骁龙旗舰系列的散热难题也持续存在。从骁龙888平台开始，其夸张的功耗就被众多消费者所吐糟，而到了骁龙8 Gen1平台，手机厂商对于它几乎“无从下手”。于此同时，智能手机厂商倍感压力，小米集团副总裁卢伟冰就在1月发文称，“骁龙8确实让大家的压力有点大”。有媒体将高通5G平台表现得不足归结为高通在CPU结构设计问题，也有观点认为高通在核心调度策略过于激进。实际上，三星代工的工艺确实存在不足，以及5G芯片的功耗的确过大都将成为高通手机芯片在5G领域的一个巨大挑战。除了传统优势和多元策略，高通今年又向元宇宙进发。今年1月初，高通在2022年国际消费电子展（CES）上宣布与微软合作，扩展并加速AR在消费级和企业级市场的应用。双方对元宇宙的发展充满信心，高通技术公司正与微软在多项计划中展开合作，共同推动生态系统发展，包括开发定制化AR芯片以打造新一代高能效、轻量化AR眼镜，从而提供丰富的沉浸式体验；并计划集成Microsoft Mesh应用和骁龙Spaces™ XR开发者平台等软件。此举表明高通也随着行业向元宇宙迈进，打造下一代头戴式AR设备。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":9091206881,"gmtCreate":1643863047312,"gmtModify":1676533865422,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3566564093244423","idStr":"3566564093244423"},"htmlText":"FACEBOOK 可是要 \"非死不可\"","listText":"FACEBOOK 可是要 \"非死不可\"","text":"FACEBOOK 可是要 \"非死不可\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091206881","repostId":2208362756,"repostType":4,"repost":{"id":"2208362756","kind":"highlight","pubTimestamp":1643842599,"share":"https://ttm.financial/m/news/2208362756?lang=en_US&edition=fundamental","pubTime":"2022-02-03 06:56","market":"us","language":"zh","title":"Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2208362756","media":"华尔街见闻","summary":"财报显示，第一财季调整后每股收益3.23美元，市场预期3.00美元；调整后营收107亿美元，市场预期104.2亿美元，同比增长30%。预计第二财季调整后每股收益为2.80-3.00美元，市场预期2.48美元；预计第二财季营收102-110亿美元，市场预期95.9亿美元。","content":"<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-03 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651131\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"QCOM":"高通","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"https://wallstreetcn.com/articles/3651131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208362756","content_text":"美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢标普500同期累跌4.32%。得益于其多元芯片业务持续推动，第一季度营收超预期，具体来看：第一季度调整后每股收益EPS为3.23美元，高于预期为3.01美元，同比增长49%；第一季度调整后营收为107亿美元，预期为104.2亿美元，同比增长 30%；第一季度高通回购了12亿美元的股票，并发放了7.65亿美元的股息。具体分业务来看：芯片业务QCT报告的销售额为88.5亿美元，同比增长35%；但与去年同季度报告的63%涨幅相比，增长放缓。技术许可部门QTL的营收达到18.1亿美元，同比增长10%。包括投资部门QSI在内的其他业务营收达19亿美元，QSI在本季度为高通GAAP每股收益贡献了0.10美元。同时，高通也公布2022财年全年业绩指引，预计下一季度（2022年第二财季）的销售额将在102亿至110亿美元之间，高于分析师预计的96亿美元。此外，高通也警告称，由于市场波动，没有将QSI投资部门的收益计入其第二季度的GAAP盈利预测。高通公司总裁兼首席执行官Cristiano Amon对一季度业绩表示肯定，并表示所有业务的需求加速扩张，来自安卓系统手机生产商的需求强劲，芯片供应问题正在改善。我们创纪录的季度业绩反映了对我们产品和技术的强劲需求，QCT收入超过了任何一家无晶圆厂半导体公司。我们正处于史上最大机遇的开端，市场规模将在未来十年内扩大七倍以上达到约7000亿美元。我们的技术路线图使我们成为移动和互联智能边缘的首选合作伙伴。高通多元QCT业务战略继续推动业绩增长总部设在圣迭戈的高通，作为最大的手机芯片供应商，近年已致力于芯片产品组合的多样化。作为高通总裁兼首席执行官的首要关切，本季度其多元芯片业务表现亮眼，四大业务板块——手机芯片、连接到5G网络所需的射频前端芯片、汽车芯片和物联网链接设备所需的芯片分别录得59.8亿、11.3亿、2.56亿以及15亿美元的销售额。而手机芯片的强劲需求推动手机芯片销售增长42%至59.8亿美元，相比上一季度56%的增长速度，增速略有放缓。专注于无线连接所需芯片的射频前端部门增长7%，达到11.3亿美元。汽车用芯片的销售额也增长了21%，达到2.56亿美元。其专注于低功耗芯片的物联网部门，销售额增长41%，达到14.8亿美元。由于高通在过去几个月的盈利增长多样化，其业务一直在多个领域扩张。这些业务的集中导致了行业内的根本性改善。随着业务的蓬勃发展，这种增长在未来几个季度应该会增加。比如在全球缺芯的浪潮中，高通与全球众多汽车制造商合作，基于高通“统一的技术路线图”和骁龙数字底盘推动新一轮汽车基础设施的浪潮，高通将从电动汽车和自动驾驶汽车的普及中受益。5G技术引领，机遇挑战并存，加速通往元宇宙之路随着半导体行业的回暖以及供应链的持续修补，有分析称，高通未来或将继续呈现稳定的利润率增长，同时伴随运营成本下降，因为预期未来的运营波动性较小；同时，高通的微观基本面也将继续改善，因为其持有大量现金和盈利势头。同时，5G 将成为高通未来几个季度的重要增长动力。不仅从通信设备支出来看，而且从发展整体技术基础和为将使用 5G 技术的平台提供动力的角度来看，都是如此。但值得注意的是，此前有媒体分析称，虽然从OPPO、vivo到荣耀都在使用高通公司的骁龙系列芯片，但高通骁龙旗舰系列的散热难题也持续存在。从骁龙888平台开始，其夸张的功耗就被众多消费者所吐糟，而到了骁龙8 Gen1平台，手机厂商对于它几乎“无从下手”。于此同时，智能手机厂商倍感压力，小米集团副总裁卢伟冰就在1月发文称，“骁龙8确实让大家的压力有点大”。有媒体将高通5G平台表现得不足归结为高通在CPU结构设计问题，也有观点认为高通在核心调度策略过于激进。实际上，三星代工的工艺确实存在不足，以及5G芯片的功耗的确过大都将成为高通手机芯片在5G领域的一个巨大挑战。除了传统优势和多元策略，高通今年又向元宇宙进发。今年1月初，高通在2022年国际消费电子展（CES）上宣布与微软合作，扩展并加速AR在消费级和企业级市场的应用。双方对元宇宙的发展充满信心，高通技术公司正与微软在多项计划中展开合作，共同推动生态系统发展，包括开发定制化AR芯片以打造新一代高能效、轻量化AR眼镜，从而提供丰富的沉浸式体验；并计划集成Microsoft Mesh应用和骁龙Spaces™ XR开发者平台等软件。此举表明高通也随着行业向元宇宙迈进，打造下一代头戴式AR设备。","news_type":1,"symbols_score_info":{"QCOM":1,"FB":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":633181345,"gmtCreate":1643857548584,"gmtModify":1676532675680,"author":{"id":"3583528354923579","authorId":"3583528354923579","name":"锐哥来了","avatar":"https://static.tigerbbs.com/86eb4f1a6da7a549e0c096e4e1890a8e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583528354923579","idStr":"3583528354923579"},"htmlText":"跌，打擊一下高通","listText":"跌，打擊一下高通","text":"跌，打擊一下高通","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/633181345","repostId":2208362756,"repostType":4,"repost":{"id":"2208362756","kind":"highlight","pubTimestamp":1643842599,"share":"https://ttm.financial/m/news/2208362756?lang=en_US&edition=fundamental","pubTime":"2022-02-03 06:56","market":"us","language":"zh","title":"Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2208362756","media":"华尔街见闻","summary":"财报显示，第一财季调整后每股收益3.23美元，市场预期3.00美元；调整后营收107亿美元，市场预期104.2亿美元，同比增长30%。预计第二财季调整后每股收益为2.80-3.00美元，市场预期2.48美元；预计第二财季营收102-110亿美元，市场预期95.9亿美元。","content":"<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-03 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651131\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"QCOM":"高通","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"https://wallstreetcn.com/articles/3651131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208362756","content_text":"美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢标普500同期累跌4.32%。得益于其多元芯片业务持续推动，第一季度营收超预期，具体来看：第一季度调整后每股收益EPS为3.23美元，高于预期为3.01美元，同比增长49%；第一季度调整后营收为107亿美元，预期为104.2亿美元，同比增长 30%；第一季度高通回购了12亿美元的股票，并发放了7.65亿美元的股息。具体分业务来看：芯片业务QCT报告的销售额为88.5亿美元，同比增长35%；但与去年同季度报告的63%涨幅相比，增长放缓。技术许可部门QTL的营收达到18.1亿美元，同比增长10%。包括投资部门QSI在内的其他业务营收达19亿美元，QSI在本季度为高通GAAP每股收益贡献了0.10美元。同时，高通也公布2022财年全年业绩指引，预计下一季度（2022年第二财季）的销售额将在102亿至110亿美元之间，高于分析师预计的96亿美元。此外，高通也警告称，由于市场波动，没有将QSI投资部门的收益计入其第二季度的GAAP盈利预测。高通公司总裁兼首席执行官Cristiano Amon对一季度业绩表示肯定，并表示所有业务的需求加速扩张，来自安卓系统手机生产商的需求强劲，芯片供应问题正在改善。我们创纪录的季度业绩反映了对我们产品和技术的强劲需求，QCT收入超过了任何一家无晶圆厂半导体公司。我们正处于史上最大机遇的开端，市场规模将在未来十年内扩大七倍以上达到约7000亿美元。我们的技术路线图使我们成为移动和互联智能边缘的首选合作伙伴。高通多元QCT业务战略继续推动业绩增长总部设在圣迭戈的高通，作为最大的手机芯片供应商，近年已致力于芯片产品组合的多样化。作为高通总裁兼首席执行官的首要关切，本季度其多元芯片业务表现亮眼，四大业务板块——手机芯片、连接到5G网络所需的射频前端芯片、汽车芯片和物联网链接设备所需的芯片分别录得59.8亿、11.3亿、2.56亿以及15亿美元的销售额。而手机芯片的强劲需求推动手机芯片销售增长42%至59.8亿美元，相比上一季度56%的增长速度，增速略有放缓。专注于无线连接所需芯片的射频前端部门增长7%，达到11.3亿美元。汽车用芯片的销售额也增长了21%，达到2.56亿美元。其专注于低功耗芯片的物联网部门，销售额增长41%，达到14.8亿美元。由于高通在过去几个月的盈利增长多样化，其业务一直在多个领域扩张。这些业务的集中导致了行业内的根本性改善。随着业务的蓬勃发展，这种增长在未来几个季度应该会增加。比如在全球缺芯的浪潮中，高通与全球众多汽车制造商合作，基于高通“统一的技术路线图”和骁龙数字底盘推动新一轮汽车基础设施的浪潮，高通将从电动汽车和自动驾驶汽车的普及中受益。5G技术引领，机遇挑战并存，加速通往元宇宙之路随着半导体行业的回暖以及供应链的持续修补，有分析称，高通未来或将继续呈现稳定的利润率增长，同时伴随运营成本下降，因为预期未来的运营波动性较小；同时，高通的微观基本面也将继续改善，因为其持有大量现金和盈利势头。同时，5G 将成为高通未来几个季度的重要增长动力。不仅从通信设备支出来看，而且从发展整体技术基础和为将使用 5G 技术的平台提供动力的角度来看，都是如此。但值得注意的是，此前有媒体分析称，虽然从OPPO、vivo到荣耀都在使用高通公司的骁龙系列芯片，但高通骁龙旗舰系列的散热难题也持续存在。从骁龙888平台开始，其夸张的功耗就被众多消费者所吐糟，而到了骁龙8 Gen1平台，手机厂商对于它几乎“无从下手”。于此同时，智能手机厂商倍感压力，小米集团副总裁卢伟冰就在1月发文称，“骁龙8确实让大家的压力有点大”。有媒体将高通5G平台表现得不足归结为高通在CPU结构设计问题，也有观点认为高通在核心调度策略过于激进。实际上，三星代工的工艺确实存在不足，以及5G芯片的功耗的确过大都将成为高通手机芯片在5G领域的一个巨大挑战。除了传统优势和多元策略，高通今年又向元宇宙进发。今年1月初，高通在2022年国际消费电子展（CES）上宣布与微软合作，扩展并加速AR在消费级和企业级市场的应用。双方对元宇宙的发展充满信心，高通技术公司正与微软在多项计划中展开合作，共同推动生态系统发展，包括开发定制化AR芯片以打造新一代高能效、轻量化AR眼镜，从而提供丰富的沉浸式体验；并计划集成Microsoft Mesh应用和骁龙Spaces™ XR开发者平台等软件。此举表明高通也随着行业向元宇宙迈进，打造下一代头戴式AR设备。","news_type":1,"symbols_score_info":{"QCOM":1,"FB":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9091662357,"gmtCreate":1643853715180,"gmtModify":1676533864142,"author":{"id":"3586591951932367","authorId":"3586591951932367","name":"Kellytan","avatar":"https://static.tigerbbs.com/49d9e5c19d9d4908b66f605e189b42b6","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3586591951932367","idStr":"3586591951932367"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091662357","repostId":2208362756,"repostType":4,"repost":{"id":"2208362756","kind":"highlight","pubTimestamp":1643842599,"share":"https://ttm.financial/m/news/2208362756?lang=en_US&edition=fundamental","pubTime":"2022-02-03 06:56","market":"us","language":"zh","title":"Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2208362756","media":"华尔街见闻","summary":"财报显示，第一财季调整后每股收益3.23美元，市场预期3.00美元；调整后营收107亿美元，市场预期104.2亿美元，同比增长30%。预计第二财季调整后每股收益为2.80-3.00美元，市场预期2.48美元；预计第二财季营收102-110亿美元，市场预期95.9亿美元。","content":"<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-03 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651131\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"QCOM":"高通","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"https://wallstreetcn.com/articles/3651131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208362756","content_text":"美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢标普500同期累跌4.32%。得益于其多元芯片业务持续推动，第一季度营收超预期，具体来看：第一季度调整后每股收益EPS为3.23美元，高于预期为3.01美元，同比增长49%；第一季度调整后营收为107亿美元，预期为104.2亿美元，同比增长 30%；第一季度高通回购了12亿美元的股票，并发放了7.65亿美元的股息。具体分业务来看：芯片业务QCT报告的销售额为88.5亿美元，同比增长35%；但与去年同季度报告的63%涨幅相比，增长放缓。技术许可部门QTL的营收达到18.1亿美元，同比增长10%。包括投资部门QSI在内的其他业务营收达19亿美元，QSI在本季度为高通GAAP每股收益贡献了0.10美元。同时，高通也公布2022财年全年业绩指引，预计下一季度（2022年第二财季）的销售额将在102亿至110亿美元之间，高于分析师预计的96亿美元。此外，高通也警告称，由于市场波动，没有将QSI投资部门的收益计入其第二季度的GAAP盈利预测。高通公司总裁兼首席执行官Cristiano Amon对一季度业绩表示肯定，并表示所有业务的需求加速扩张，来自安卓系统手机生产商的需求强劲，芯片供应问题正在改善。我们创纪录的季度业绩反映了对我们产品和技术的强劲需求，QCT收入超过了任何一家无晶圆厂半导体公司。我们正处于史上最大机遇的开端，市场规模将在未来十年内扩大七倍以上达到约7000亿美元。我们的技术路线图使我们成为移动和互联智能边缘的首选合作伙伴。高通多元QCT业务战略继续推动业绩增长总部设在圣迭戈的高通，作为最大的手机芯片供应商，近年已致力于芯片产品组合的多样化。作为高通总裁兼首席执行官的首要关切，本季度其多元芯片业务表现亮眼，四大业务板块——手机芯片、连接到5G网络所需的射频前端芯片、汽车芯片和物联网链接设备所需的芯片分别录得59.8亿、11.3亿、2.56亿以及15亿美元的销售额。而手机芯片的强劲需求推动手机芯片销售增长42%至59.8亿美元，相比上一季度56%的增长速度，增速略有放缓。专注于无线连接所需芯片的射频前端部门增长7%，达到11.3亿美元。汽车用芯片的销售额也增长了21%，达到2.56亿美元。其专注于低功耗芯片的物联网部门，销售额增长41%，达到14.8亿美元。由于高通在过去几个月的盈利增长多样化，其业务一直在多个领域扩张。这些业务的集中导致了行业内的根本性改善。随着业务的蓬勃发展，这种增长在未来几个季度应该会增加。比如在全球缺芯的浪潮中，高通与全球众多汽车制造商合作，基于高通“统一的技术路线图”和骁龙数字底盘推动新一轮汽车基础设施的浪潮，高通将从电动汽车和自动驾驶汽车的普及中受益。5G技术引领，机遇挑战并存，加速通往元宇宙之路随着半导体行业的回暖以及供应链的持续修补，有分析称，高通未来或将继续呈现稳定的利润率增长，同时伴随运营成本下降，因为预期未来的运营波动性较小；同时，高通的微观基本面也将继续改善，因为其持有大量现金和盈利势头。同时，5G 将成为高通未来几个季度的重要增长动力。不仅从通信设备支出来看，而且从发展整体技术基础和为将使用 5G 技术的平台提供动力的角度来看，都是如此。但值得注意的是，此前有媒体分析称，虽然从OPPO、vivo到荣耀都在使用高通公司的骁龙系列芯片，但高通骁龙旗舰系列的散热难题也持续存在。从骁龙888平台开始，其夸张的功耗就被众多消费者所吐糟，而到了骁龙8 Gen1平台，手机厂商对于它几乎“无从下手”。于此同时，智能手机厂商倍感压力，小米集团副总裁卢伟冰就在1月发文称，“骁龙8确实让大家的压力有点大”。有媒体将高通5G平台表现得不足归结为高通在CPU结构设计问题，也有观点认为高通在核心调度策略过于激进。实际上，三星代工的工艺确实存在不足，以及5G芯片的功耗的确过大都将成为高通手机芯片在5G领域的一个巨大挑战。除了传统优势和多元策略，高通今年又向元宇宙进发。今年1月初，高通在2022年国际消费电子展（CES）上宣布与微软合作，扩展并加速AR在消费级和企业级市场的应用。双方对元宇宙的发展充满信心，高通技术公司正与微软在多项计划中展开合作，共同推动生态系统发展，包括开发定制化AR芯片以打造新一代高能效、轻量化AR眼镜，从而提供丰富的沉浸式体验；并计划集成Microsoft Mesh应用和骁龙Spaces™ XR开发者平台等软件。此举表明高通也随着行业向元宇宙迈进，打造下一代头戴式AR设备。","news_type":1,"symbols_score_info":{"QCOM":1,"FB":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":633110194,"gmtCreate":1643849550331,"gmtModify":1676532675303,"author":{"id":"3556430317654104","authorId":"3556430317654104","name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556430317654104","idStr":"3556430317654104"},"htmlText":"奇了怪了，FB暴跌跟你高通有什麼關係呢？","listText":"奇了怪了，FB暴跌跟你高通有什麼關係呢？","text":"奇了怪了，FB暴跌跟你高通有什麼關係呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/633110194","repostId":2208362756,"repostType":4,"repost":{"id":"2208362756","kind":"highlight","pubTimestamp":1643842599,"share":"https://ttm.financial/m/news/2208362756?lang=en_US&edition=fundamental","pubTime":"2022-02-03 06:56","market":"us","language":"zh","title":"Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2208362756","media":"华尔街见闻","summary":"财报显示，第一财季调整后每股收益3.23美元，市场预期3.00美元；调整后营收107亿美元，市场预期104.2亿美元，同比增长30%。预计第二财季调整后每股收益为2.80-3.00美元，市场预期2.48美元；预计第二财季营收102-110亿美元，市场预期95.9亿美元。","content":"<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-03 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651131\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"QCOM":"高通","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"https://wallstreetcn.com/articles/3651131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208362756","content_text":"美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢标普500同期累跌4.32%。得益于其多元芯片业务持续推动，第一季度营收超预期，具体来看：第一季度调整后每股收益EPS为3.23美元，高于预期为3.01美元，同比增长49%；第一季度调整后营收为107亿美元，预期为104.2亿美元，同比增长 30%；第一季度高通回购了12亿美元的股票，并发放了7.65亿美元的股息。具体分业务来看：芯片业务QCT报告的销售额为88.5亿美元，同比增长35%；但与去年同季度报告的63%涨幅相比，增长放缓。技术许可部门QTL的营收达到18.1亿美元，同比增长10%。包括投资部门QSI在内的其他业务营收达19亿美元，QSI在本季度为高通GAAP每股收益贡献了0.10美元。同时，高通也公布2022财年全年业绩指引，预计下一季度（2022年第二财季）的销售额将在102亿至110亿美元之间，高于分析师预计的96亿美元。此外，高通也警告称，由于市场波动，没有将QSI投资部门的收益计入其第二季度的GAAP盈利预测。高通公司总裁兼首席执行官Cristiano Amon对一季度业绩表示肯定，并表示所有业务的需求加速扩张，来自安卓系统手机生产商的需求强劲，芯片供应问题正在改善。我们创纪录的季度业绩反映了对我们产品和技术的强劲需求，QCT收入超过了任何一家无晶圆厂半导体公司。我们正处于史上最大机遇的开端，市场规模将在未来十年内扩大七倍以上达到约7000亿美元。我们的技术路线图使我们成为移动和互联智能边缘的首选合作伙伴。高通多元QCT业务战略继续推动业绩增长总部设在圣迭戈的高通，作为最大的手机芯片供应商，近年已致力于芯片产品组合的多样化。作为高通总裁兼首席执行官的首要关切，本季度其多元芯片业务表现亮眼，四大业务板块——手机芯片、连接到5G网络所需的射频前端芯片、汽车芯片和物联网链接设备所需的芯片分别录得59.8亿、11.3亿、2.56亿以及15亿美元的销售额。而手机芯片的强劲需求推动手机芯片销售增长42%至59.8亿美元，相比上一季度56%的增长速度，增速略有放缓。专注于无线连接所需芯片的射频前端部门增长7%，达到11.3亿美元。汽车用芯片的销售额也增长了21%，达到2.56亿美元。其专注于低功耗芯片的物联网部门，销售额增长41%，达到14.8亿美元。由于高通在过去几个月的盈利增长多样化，其业务一直在多个领域扩张。这些业务的集中导致了行业内的根本性改善。随着业务的蓬勃发展，这种增长在未来几个季度应该会增加。比如在全球缺芯的浪潮中，高通与全球众多汽车制造商合作，基于高通“统一的技术路线图”和骁龙数字底盘推动新一轮汽车基础设施的浪潮，高通将从电动汽车和自动驾驶汽车的普及中受益。5G技术引领，机遇挑战并存，加速通往元宇宙之路随着半导体行业的回暖以及供应链的持续修补，有分析称，高通未来或将继续呈现稳定的利润率增长，同时伴随运营成本下降，因为预期未来的运营波动性较小；同时，高通的微观基本面也将继续改善，因为其持有大量现金和盈利势头。同时，5G 将成为高通未来几个季度的重要增长动力。不仅从通信设备支出来看，而且从发展整体技术基础和为将使用 5G 技术的平台提供动力的角度来看，都是如此。但值得注意的是，此前有媒体分析称，虽然从OPPO、vivo到荣耀都在使用高通公司的骁龙系列芯片，但高通骁龙旗舰系列的散热难题也持续存在。从骁龙888平台开始，其夸张的功耗就被众多消费者所吐糟，而到了骁龙8 Gen1平台，手机厂商对于它几乎“无从下手”。于此同时，智能手机厂商倍感压力，小米集团副总裁卢伟冰就在1月发文称，“骁龙8确实让大家的压力有点大”。有媒体将高通5G平台表现得不足归结为高通在CPU结构设计问题，也有观点认为高通在核心调度策略过于激进。实际上，三星代工的工艺确实存在不足，以及5G芯片的功耗的确过大都将成为高通手机芯片在5G领域的一个巨大挑战。除了传统优势和多元策略，高通今年又向元宇宙进发。今年1月初，高通在2022年国际消费电子展（CES）上宣布与微软合作，扩展并加速AR在消费级和企业级市场的应用。双方对元宇宙的发展充满信心，高通技术公司正与微软在多项计划中展开合作，共同推动生态系统发展，包括开发定制化AR芯片以打造新一代高能效、轻量化AR眼镜，从而提供丰富的沉浸式体验；并计划集成Microsoft Mesh应用和骁龙Spaces™ XR开发者平台等软件。此举表明高通也随着行业向元宇宙迈进，打造下一代头戴式AR设备。","news_type":1,"symbols_score_info":{"QCOM":1,"FB":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7229454,"gmtCreate":1643966012673,"gmtModify":1663239732631,"authorId":3556430317654104,"author":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3531263342349168,"repliedAuthor":{"id":3531263342349168,"idStr":"3531263342349168","authorId":3531263342349168,"name":"长河_967","avatar":"https://static.tigerbbs.com/89806a7de18b6f81b77d0d232478a0fd","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":633110194,"type":1,"supId":7227295,"prevId":7229229,"content":"[强] [强] [强] [强] [强] [强]","text":"[强] [强] [强] [强] [强] [强]","html":"[强] [强] [强] [强] [强] [强]"},{"id":7229229,"gmtCreate":1643952619663,"gmtModify":1663239732630,"authorId":3531263342349168,"author":{"id":3531263342349168,"idStr":"3531263342349168","authorId":3531263342349168,"name":"长河_967","avatar":"https://static.tigerbbs.com/89806a7de18b6f81b77d0d232478a0fd","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3556430317654104,"repliedAuthor":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":633110194,"type":1,"supId":7227295,"prevId":7228474,"content":"科技解放人，自始至终科技的发展都不会改变自身的这一特性，而科技最强大之处正是不管人愿意还是不愿意被解放，最终人都会被科技解放，科技解放人是不由人做主的","text":"科技解放人，自始至终科技的发展都不会改变自身的这一特性，而科技最强大之处正是不管人愿意还是不愿意被解放，最终人都会被科技解放，科技解放人是不由人做主的","html":"科技解放人，自始至终科技的发展都不会改变自身的这一特性，而科技最强大之处正是不管人愿意还是不愿意被解放，最终人都会被科技解放，科技解放人是不由人做主的"},{"id":7228080,"gmtCreate":1643897977227,"gmtModify":1663239729044,"authorId":3531263342349168,"author":{"id":3531263342349168,"idStr":"3531263342349168","authorId":3531263342349168,"name":"长河_967","avatar":"https://static.tigerbbs.com/89806a7de18b6f81b77d0d232478a0fd","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3556430317654104,"repliedAuthor":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":633110194,"type":1,"supId":7227295,"prevId":7227830,"content":"第三代互联网的前身，现在看确实还是很飘忽不定，从比特币到元宇宙，关键的特征都是去中心，科技往往都是由小及大，所以最终完全可以发展出一个去中心化的互联网，但到底需要多久的时间才能成型没有人能知道，这也就是之所以给人飘忽不定的原因","text":"第三代互联网的前身，现在看确实还是很飘忽不定，从比特币到元宇宙，关键的特征都是去中心，科技往往都是由小及大，所以最终完全可以发展出一个去中心化的互联网，但到底需要多久的时间才能成型没有人能知道，这也就是之所以给人飘忽不定的原因","html":"第三代互联网的前身，现在看确实还是很飘忽不定，从比特币到元宇宙，关键的特征都是去中心，科技往往都是由小及大，所以最终完全可以发展出一个去中心化的互联网，但到底需要多久的时间才能成型没有人能知道，这也就是之所以给人飘忽不定的原因"},{"id":7227830,"gmtCreate":1643889924584,"gmtModify":1663239728231,"authorId":3556430317654104,"author":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":633110194,"type":1,"supId":7227295,"prevId":0,"content":"我觉得元宇宙就是一个笑话 [捂脸] [捂脸]","text":"我觉得元宇宙就是一个笑话 [捂脸] [捂脸]","html":"我觉得元宇宙就是一个笑话 [捂脸] [捂脸]"},{"id":7228474,"gmtCreate":1643917652420,"gmtModify":1663239728146,"authorId":3556430317654104,"author":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3531263342349168,"repliedAuthor":{"id":3531263342349168,"idStr":"3531263342349168","authorId":3531263342349168,"name":"长河_967","avatar":"https://static.tigerbbs.com/89806a7de18b6f81b77d0d232478a0fd","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":633110194,"type":1,"supId":7227295,"prevId":7228080,"content":"人类的命运早晚是要毁到科技上，但是没有科技发展又跟不上时代了！很矛盾的问题，","text":"人类的命运早晚是要毁到科技上，但是没有科技发展又跟不上时代了！很矛盾的问题，","html":"人类的命运早晚是要毁到科技上，但是没有科技发展又跟不上时代了！很矛盾的问题，"}],"langContent":"CN"},{"id":9091696500,"gmtCreate":1643848843827,"gmtModify":1676533862767,"author":{"id":"3568326959547905","authorId":"3568326959547905","name":"凱因","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3568326959547905","idStr":"3568326959547905"},"htmlText":"FB悲劇了。","listText":"FB悲劇了。","text":"FB悲劇了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091696500","repostId":2208362756,"repostType":4,"repost":{"id":"2208362756","kind":"highlight","pubTimestamp":1643842599,"share":"https://ttm.financial/m/news/2208362756?lang=en_US&edition=fundamental","pubTime":"2022-02-03 06:56","market":"us","language":"zh","title":"Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2208362756","media":"华尔街见闻","summary":"财报显示，第一财季调整后每股收益3.23美元，市场预期3.00美元；调整后营收107亿美元，市场预期104.2亿美元，同比增长30%。预计第二财季调整后每股收益为2.80-3.00美元，市场预期2.48美元；预计第二财季营收102-110亿美元，市场预期95.9亿美元。","content":"<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-03 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651131\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"QCOM":"高通","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"https://wallstreetcn.com/articles/3651131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208362756","content_text":"美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢标普500同期累跌4.32%。得益于其多元芯片业务持续推动，第一季度营收超预期，具体来看：第一季度调整后每股收益EPS为3.23美元，高于预期为3.01美元，同比增长49%；第一季度调整后营收为107亿美元，预期为104.2亿美元，同比增长 30%；第一季度高通回购了12亿美元的股票，并发放了7.65亿美元的股息。具体分业务来看：芯片业务QCT报告的销售额为88.5亿美元，同比增长35%；但与去年同季度报告的63%涨幅相比，增长放缓。技术许可部门QTL的营收达到18.1亿美元，同比增长10%。包括投资部门QSI在内的其他业务营收达19亿美元，QSI在本季度为高通GAAP每股收益贡献了0.10美元。同时，高通也公布2022财年全年业绩指引，预计下一季度（2022年第二财季）的销售额将在102亿至110亿美元之间，高于分析师预计的96亿美元。此外，高通也警告称，由于市场波动，没有将QSI投资部门的收益计入其第二季度的GAAP盈利预测。高通公司总裁兼首席执行官Cristiano Amon对一季度业绩表示肯定，并表示所有业务的需求加速扩张，来自安卓系统手机生产商的需求强劲，芯片供应问题正在改善。我们创纪录的季度业绩反映了对我们产品和技术的强劲需求，QCT收入超过了任何一家无晶圆厂半导体公司。我们正处于史上最大机遇的开端，市场规模将在未来十年内扩大七倍以上达到约7000亿美元。我们的技术路线图使我们成为移动和互联智能边缘的首选合作伙伴。高通多元QCT业务战略继续推动业绩增长总部设在圣迭戈的高通，作为最大的手机芯片供应商，近年已致力于芯片产品组合的多样化。作为高通总裁兼首席执行官的首要关切，本季度其多元芯片业务表现亮眼，四大业务板块——手机芯片、连接到5G网络所需的射频前端芯片、汽车芯片和物联网链接设备所需的芯片分别录得59.8亿、11.3亿、2.56亿以及15亿美元的销售额。而手机芯片的强劲需求推动手机芯片销售增长42%至59.8亿美元，相比上一季度56%的增长速度，增速略有放缓。专注于无线连接所需芯片的射频前端部门增长7%，达到11.3亿美元。汽车用芯片的销售额也增长了21%，达到2.56亿美元。其专注于低功耗芯片的物联网部门，销售额增长41%，达到14.8亿美元。由于高通在过去几个月的盈利增长多样化，其业务一直在多个领域扩张。这些业务的集中导致了行业内的根本性改善。随着业务的蓬勃发展，这种增长在未来几个季度应该会增加。比如在全球缺芯的浪潮中，高通与全球众多汽车制造商合作，基于高通“统一的技术路线图”和骁龙数字底盘推动新一轮汽车基础设施的浪潮，高通将从电动汽车和自动驾驶汽车的普及中受益。5G技术引领，机遇挑战并存，加速通往元宇宙之路随着半导体行业的回暖以及供应链的持续修补，有分析称，高通未来或将继续呈现稳定的利润率增长，同时伴随运营成本下降，因为预期未来的运营波动性较小；同时，高通的微观基本面也将继续改善，因为其持有大量现金和盈利势头。同时，5G 将成为高通未来几个季度的重要增长动力。不仅从通信设备支出来看，而且从发展整体技术基础和为将使用 5G 技术的平台提供动力的角度来看，都是如此。但值得注意的是，此前有媒体分析称，虽然从OPPO、vivo到荣耀都在使用高通公司的骁龙系列芯片，但高通骁龙旗舰系列的散热难题也持续存在。从骁龙888平台开始，其夸张的功耗就被众多消费者所吐糟，而到了骁龙8 Gen1平台，手机厂商对于它几乎“无从下手”。于此同时，智能手机厂商倍感压力，小米集团副总裁卢伟冰就在1月发文称，“骁龙8确实让大家的压力有点大”。有媒体将高通5G平台表现得不足归结为高通在CPU结构设计问题，也有观点认为高通在核心调度策略过于激进。实际上，三星代工的工艺确实存在不足，以及5G芯片的功耗的确过大都将成为高通手机芯片在5G领域的一个巨大挑战。除了传统优势和多元策略，高通今年又向元宇宙进发。今年1月初，高通在2022年国际消费电子展（CES）上宣布与微软合作，扩展并加速AR在消费级和企业级市场的应用。双方对元宇宙的发展充满信心，高通技术公司正与微软在多项计划中展开合作，共同推动生态系统发展，包括开发定制化AR芯片以打造新一代高能效、轻量化AR眼镜，从而提供丰富的沉浸式体验；并计划集成Microsoft Mesh应用和骁龙Spaces™ XR开发者平台等软件。此举表明高通也随着行业向元宇宙迈进，打造下一代头戴式AR设备。","news_type":1,"symbols_score_info":{"QCOM":1,"FB":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9091874565,"gmtCreate":1643846997166,"gmtModify":1676533862324,"author":{"id":"3575067142498671","authorId":"3575067142498671","name":"JWZ137","avatar":"https://static.tigerbbs.com/842968796125e5a418b21a3b4ab603ef","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3575067142498671","idStr":"3575067142498671"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091874565","repostId":2208362756,"repostType":4,"repost":{"id":"2208362756","kind":"highlight","pubTimestamp":1643842599,"share":"https://ttm.financial/m/news/2208362756?lang=en_US&edition=fundamental","pubTime":"2022-02-03 06:56","market":"us","language":"zh","title":"Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2208362756","media":"华尔街见闻","summary":"财报显示，第一财季调整后每股收益3.23美元，市场预期3.00美元；调整后营收107亿美元，市场预期104.2亿美元，同比增长30%。预计第二财季调整后每股收益为2.80-3.00美元，市场预期2.48美元；预计第二财季营收102-110亿美元，市场预期95.9亿美元。","content":"<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's revenue exceeded expectations for the fifth consecutive quarter! Affected by the plunge of Meta, it once fell by more than 8% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-03 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, February 2, Eastern Time, the world's leading wireless technology innovator<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) announced its financial report for the first quarter of fiscal year 2022 ending December 26, 2021. Although the first quarter revenue and second quarter performance outlook both exceeded analysts' expectations, the crash caused by Meta's poor fourth quarter financial report on the same day dragged down the market. Sentiment, Qualcomm's U.S. stocks turned from rising 4.34% to falling after hours, and the decline once reached 8.50%.</p><p>On Wednesday, the U.S. chip sector rose more than 2%, outperforming the three major U.S. stock indexes. Qualcomm closed up 6.25% before the performance report was released, with a cumulative increase of 1.07% year-to-date, outperforming the S&P 500's cumulative decline of 4.32% over the same period. Thanks to the continuous promotion of its diversified chip business, revenue in the first quarter exceeded expectations. Specifically:</p><p><ul><li>First-quarter adjusted earnings per share EPS of $3.23, higher than expectations of $3.01, a year-over-year increase of 49%;</li><li>Adjusted revenue in the first quarter was $10.7 billion, compared with expectations of $10.42 billion, a year-on-year increase of 30%;</li><li>In the first quarter, Qualcomm repurchased $1.2 billion in shares and issued $765 million in Dividend.</li></ul><img src=\"https://static.tigerbbs.com/4b9f59d148cb4b68162a202ade596398\" tg-width=\"799\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In terms of specific businesses:</p><p><ul><li>Chip business QCT reported sales of US $8.85 billion, a year-on-year increase of 35%; But growth slowed compared to the 63% gain reported in the same quarter last year.</li><li>The technology licensing segment QTL's revenue reached $1.81 billion, a year-on-year increase of 10%.</li><li>Revenue from other businesses, including the investment segment QSI, amounted to $1.9 billion, which contributed $0.10 to Qualcomm's GAAP earnings per share during the quarter.</li></ul><img src=\"https://static.tigerbbs.com/4e484db38544cbe435a81f03da3a88e3\" tg-width=\"889\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, Qualcomm also announced its full-year performance guidance for fiscal year 2022. It is expected that sales in the next quarter (the second fiscal quarter of 2022) will be between US $10.2 billion and US $11 billion, higher than analysts' estimates of US $9.6 billion. In addition, Qualcomm also warned that due to market volatility, it did not include the earnings of the QSI investment unit in its second-quarter GAAP earnings forecast.</p><p><img src=\"https://static.tigerbbs.com/9a5cb8f760d7b25b17e5d360727812c7\" tg-width=\"816\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cristiano Amon, president and CEO of Qualcomm, affirmed the first quarter results and said that the demand of all businesses has accelerated, the demand from Android phone manufacturers is strong, and the chip supply problem is improving.</p><p>Our record quarterly results reflect strong demand for our products and technologies, with QCT revenue exceeding any fabless semiconductor company. We are at the beginning of the biggest opportunity in history, with the market size expanding more than sevenfold to approximately $700 billion in the next decade. Our technology roadmap makes us mobile and connected<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Partner of choice at the edge.<h2>Qualcomm's diversified QCT business strategy continues to drive performance growth</h2>Qualcomm, headquartered in San Diego, as the largest mobile phone chip supplier, has been committed to diversifying its chip product portfolio in recent years. As the primary concern of Qualcomm's president and CEO, its multi-chip business performed well this quarter, with four major business segments-mobile phone chips, radio frequency front-end chips required to connect to 5G networks, automotive chips and IoT link devices. Chips recorded sales of 5.98 billion, 1.13 billion, 256 million and 1.5 billion US dollars respectively.</p><p><ul><li>The strong demand for mobile phone chips drove the sales of mobile phone chips to increase by 42% to US $5.98 billion, a slight slowdown compared with the 56% growth rate in the previous quarter.</li><li>The RF front-end segment, which focuses on chips needed for wireless connectivity, grew 7% to $1.13 billion.</li><li>Sales of chips for automotive use also rose 21% to $256 million.</li><li>Its IoT segment, which focuses on low-power chips, saw sales rise 41% to $1.48 billion.</li></ul><img src=\"https://static.tigerbbs.com/1762724eb3dbc5d9bd491b0026cc37b0\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As Qualcomm has diversified its earnings growth over the past few months, its business has been expanding in several areas. The concentration of these businesses has led to fundamental improvements within the industry. This growth should increase in the coming quarters as the business thrives.</p><p>For example, in the wave of global core shortage, Qualcomm has cooperated with many automakers around the world to promote a new wave of automotive infrastructure based on Qualcomm's \"unified technology roadmap\" and Snapdragon digital chassis. Qualcomm will benefit from the popularity of electric vehicles and self-driving cars.</p><p><h2>5G technology leads the way, opportunities and challenges coexist, accelerating the road to metaverse</h2>With the recovery of the semiconductor industry and the continuous repair of the supply chain, some analysts say that Qualcomm may continue to show stable profit margin growth in the future, accompanied by a decrease in operating costs, because it is expected that future operational volatility will be less; At the same time, Qualcomm's micro fundamentals will continue to improve as it holds large cash and earnings momentum.</p><p>At the same time, 5G will become an important growth driver for Qualcomm in the next few quarters. This is true not only in terms of communication equipment spending, but also from the perspective of developing the overall technology base and powering the platforms that will use 5G technology.</p><p>However, it is worth noting that previous media analysts said that although Qualcomm's Snapdragon series chips are being used from OPPO, vivo to Honor, the heat dissipation problems of Qualcomm's Snapdragon flagship series also continue to exist.</p><p>Starting from the Snapdragon 888 platform, its exaggerated power consumption has been criticized by many consumers, but when it comes to the Snapdragon 8 Gen1 platform, mobile phone manufacturers have almost \"no way to start\" with it. At the same time, smartphone manufacturers are feeling pressure. Lu Weibing, vice president of Xiaomi Group, issued a document in January saying, \"Snapdragon 8 does put a little pressure on everyone.\"</p><p>Some media attribute the insufficient performance of Qualcomm's 5G platform to Qualcomm's CPU structure design problems, while others believe that Qualcomm's core scheduling strategy is too radical. Actually,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>There are indeed shortcomings in the foundry process, and the power consumption of 5G chips is indeed too high, which will become a huge challenge for Qualcomm mobile phone chips in the 5G field.</p><p>In addition to its traditional advantages and diversified strategies, Qualcomm is heading for metaverse this year.</p><p>In early January this year, Qualcomm announced at the 2022 International Consumer Electronics Show (CES) that it would<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to expand and accelerate the application of AR in consumer and enterprise markets. Both parties are full of confidence in the development of the metaverse. Qualcomm Technologies is cooperating with Microsoft in a number of plans to jointly promote the development of the ecosystem, including the development of customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, thereby providing rich immersive experience; And plans to integrate Microsoft Mesh apps and Snapdragon Spaces ™ Software such as XR Developer Platform. This move shows that Qualcomm is also building the next generation of head-mounted AR devices as the industry moves towards the metaverse.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651131\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"QCOM":"高通","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"https://wallstreetcn.com/articles/3651131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208362756","content_text":"美东时间2月2日周三，全球领先的无线科技创新者高通(QCOM)公布其截止2021年12月26日的2022财年第一季度财报，虽然一季度营收和二季度业绩展望均超分析师预期，但由于同日Meta四季度财报不佳引发的崩盘拖累市场情绪，高通美股盘后由涨4.34%转跌，跌幅一度达8.50%。周三，美股芯片板块涨超2%，跑赢美国三大股指。高通在业绩报告出炉前收涨6.25%，年初至今累计涨幅1.07%，跑赢标普500同期累跌4.32%。得益于其多元芯片业务持续推动，第一季度营收超预期，具体来看：第一季度调整后每股收益EPS为3.23美元，高于预期为3.01美元，同比增长49%；第一季度调整后营收为107亿美元，预期为104.2亿美元，同比增长 30%；第一季度高通回购了12亿美元的股票，并发放了7.65亿美元的股息。具体分业务来看：芯片业务QCT报告的销售额为88.5亿美元，同比增长35%；但与去年同季度报告的63%涨幅相比，增长放缓。技术许可部门QTL的营收达到18.1亿美元，同比增长10%。包括投资部门QSI在内的其他业务营收达19亿美元，QSI在本季度为高通GAAP每股收益贡献了0.10美元。同时，高通也公布2022财年全年业绩指引，预计下一季度（2022年第二财季）的销售额将在102亿至110亿美元之间，高于分析师预计的96亿美元。此外，高通也警告称，由于市场波动，没有将QSI投资部门的收益计入其第二季度的GAAP盈利预测。高通公司总裁兼首席执行官Cristiano Amon对一季度业绩表示肯定，并表示所有业务的需求加速扩张，来自安卓系统手机生产商的需求强劲，芯片供应问题正在改善。我们创纪录的季度业绩反映了对我们产品和技术的强劲需求，QCT收入超过了任何一家无晶圆厂半导体公司。我们正处于史上最大机遇的开端，市场规模将在未来十年内扩大七倍以上达到约7000亿美元。我们的技术路线图使我们成为移动和互联智能边缘的首选合作伙伴。高通多元QCT业务战略继续推动业绩增长总部设在圣迭戈的高通，作为最大的手机芯片供应商，近年已致力于芯片产品组合的多样化。作为高通总裁兼首席执行官的首要关切，本季度其多元芯片业务表现亮眼，四大业务板块——手机芯片、连接到5G网络所需的射频前端芯片、汽车芯片和物联网链接设备所需的芯片分别录得59.8亿、11.3亿、2.56亿以及15亿美元的销售额。而手机芯片的强劲需求推动手机芯片销售增长42%至59.8亿美元，相比上一季度56%的增长速度，增速略有放缓。专注于无线连接所需芯片的射频前端部门增长7%，达到11.3亿美元。汽车用芯片的销售额也增长了21%，达到2.56亿美元。其专注于低功耗芯片的物联网部门，销售额增长41%，达到14.8亿美元。由于高通在过去几个月的盈利增长多样化，其业务一直在多个领域扩张。这些业务的集中导致了行业内的根本性改善。随着业务的蓬勃发展，这种增长在未来几个季度应该会增加。比如在全球缺芯的浪潮中，高通与全球众多汽车制造商合作，基于高通“统一的技术路线图”和骁龙数字底盘推动新一轮汽车基础设施的浪潮，高通将从电动汽车和自动驾驶汽车的普及中受益。5G技术引领，机遇挑战并存，加速通往元宇宙之路随着半导体行业的回暖以及供应链的持续修补，有分析称，高通未来或将继续呈现稳定的利润率增长，同时伴随运营成本下降，因为预期未来的运营波动性较小；同时，高通的微观基本面也将继续改善，因为其持有大量现金和盈利势头。同时，5G 将成为高通未来几个季度的重要增长动力。不仅从通信设备支出来看，而且从发展整体技术基础和为将使用 5G 技术的平台提供动力的角度来看，都是如此。但值得注意的是，此前有媒体分析称，虽然从OPPO、vivo到荣耀都在使用高通公司的骁龙系列芯片，但高通骁龙旗舰系列的散热难题也持续存在。从骁龙888平台开始，其夸张的功耗就被众多消费者所吐糟，而到了骁龙8 Gen1平台，手机厂商对于它几乎“无从下手”。于此同时，智能手机厂商倍感压力，小米集团副总裁卢伟冰就在1月发文称，“骁龙8确实让大家的压力有点大”。有媒体将高通5G平台表现得不足归结为高通在CPU结构设计问题，也有观点认为高通在核心调度策略过于激进。实际上，三星代工的工艺确实存在不足，以及5G芯片的功耗的确过大都将成为高通手机芯片在5G领域的一个巨大挑战。除了传统优势和多元策略，高通今年又向元宇宙进发。今年1月初，高通在2022年国际消费电子展（CES）上宣布与微软合作，扩展并加速AR在消费级和企业级市场的应用。双方对元宇宙的发展充满信心，高通技术公司正与微软在多项计划中展开合作，共同推动生态系统发展，包括开发定制化AR芯片以打造新一代高能效、轻量化AR眼镜，从而提供丰富的沉浸式体验；并计划集成Microsoft Mesh应用和骁龙Spaces™ XR开发者平台等软件。此举表明高通也随着行业向元宇宙迈进，打造下一代头戴式AR设备。","news_type":1,"symbols_score_info":{"QCOM":1,"FB":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":140,"commentSize":6,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}