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The Effect Of iPhone X Churn On Component Suppliers: BlueFin Research Identifies Winners, Losers
Monday, April 2, 2018 - 2:35pm | 764Apple Inc. (NASDAQ: AAPL) is facing some difficulty in selling its latest iPhone device which has broad implications across the company's entire ecosystem, according to BlueFin Research Partners. The Analysts BlueFin Research Partners' John Donovan and Steve Mullane. The Thesis...
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Here's Why Broadcom Acquiring Qualcomm Would Be A 'Financial Engineering Masterpiece'
Monday, November 6, 2017 - 11:30am | 414Broadcom Ltd (NASDAQ: AVGO)'s proposed acquisition of QUALCOMM, Inc. (NASDAQ: QCOM) is nothing short of an "impressive financial engineering masterpiece," KeyBanc Capital Markets' John Vinh said in a Sunday note. Broadcom is offering Qualcomm's investors $70 a share in...
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Qualcomm's Days Of Supplying To Apple Appear To Be Numbered
Wednesday, November 1, 2017 - 9:00am | 393Shares of QUALCOMM, Inc. (NASDAQ: QCOM) lost nearly 7 percent Tuesday following reports that the company might see its modem technologies excluded from future Apple Inc. (NASDAQ: AAPL) devices, including the iPhone and iPad. Although Qualcomm said in a statement it is "committed to supporting Apple...
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Apple Chooses Intel Over Qualcomm As Main Component Supplier
Friday, June 10, 2016 - 11:47am | 300Shares of QUALCOMM, Inc. (NASDAQ: QCOM) were trading lower by nearly 2 percent on Friday after Bloomberg reported Apple Inc. (NASDAQ: AAPL) will now use Intel Corporation (NASDAQ: INTC)'s modem chips for a future iPhone. Intel's contract win implies it will mostly replace Qualcomm as...