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Cristiano Amon

๐Ÿ‘ค Speaker
201 total appearances

Appearances Over Time

Podcast Appearances

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.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

We're way ahead of that, just looking at how it's performing right now, especially with Meta.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

Yes.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

So I'll start answering the question by saying the following.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

There's a lot of people that will love Qualcomm.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

There are people that are not going to like Qualcomm.

Bloomberg Tech
Qualcomm Earnings, Musk $1 Trillion Pay Vote

But one thing everybody's probably going to say, don't bet against Qualcomm being a technology-competent company.