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Cristiano Amon

๐Ÿ‘ค Speaker
127 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And I think the upside that we have seen above expectations is really Android expansion for Qualcomm.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

Look, right now, what you probably see in terms of the speed, it's automotive.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

I think we have been growing significantly on an year-over-year basis.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And most of our growth, again, like the conversation with Hanset, has nothing to do about the market size.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

It's just us gaining share.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

Those cars becoming really computer on wheels.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And we build a digital platform for the car industry, which is the Snapdragon digital chassis.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

So when you talk about diversification away from Hanson and Apple, a couple of things that actually came out in those results that are incredible.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And it shows what we've been saying we're doing.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

We just closed our fiscal year.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

The non...

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

Apple-related growth in the company of about 18%.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And when you look at segments like automotive, we're actually doing significantly higher than that.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And that's also the other segment as well.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

The other part of the question is what's moving faster?

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And we are incredibly optimistic about those new category of mobile devices, which we call personal AI devices.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

As AI models and agent applications started to appear for consumers,

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

That's materializing with devices that people wear.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

Like glasses, for example, are really becoming agentic glasses.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

And we said $2 billion of revenue by fiscal 29.