Cristiano Amon
๐ค SpeakerAppearances Over Time
Podcast Appearances
And I think the upside that we have seen above expectations is really Android expansion for Qualcomm.
Look, right now, what you probably see in terms of the speed, it's automotive.
I think we have been growing significantly on an year-over-year basis.
And most of our growth, again, like the conversation with Hanset, has nothing to do about the market size.
It's just us gaining share.
Those cars becoming really computer on wheels.
And we build a digital platform for the car industry, which is the Snapdragon digital chassis.
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.
And it shows what we've been saying we're doing.
We just closed our fiscal year.
The non...
Apple-related growth in the company of about 18%.
And when you look at segments like automotive, we're actually doing significantly higher than that.
And that's also the other segment as well.
The other part of the question is what's moving faster?
And we are incredibly optimistic about those new category of mobile devices, which we call personal AI devices.
As AI models and agent applications started to appear for consumers,
That's materializing with devices that people wear.
Like glasses, for example, are really becoming agentic glasses.
And we said $2 billion of revenue by fiscal 29.