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Company: Qualcomm

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
Olivier Blanchard
Olivier Blanchard
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Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
Olivier Blanchard
Olivier Blanchard
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Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Qualcomm Re-Enters the Data Center Market with Arm-Based CPUs Designed to Interface with NVIDIA AI Infrastructure
Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its past efforts.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard
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Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones
Ron Westfall
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T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones

T-Mobile Q1 2025 Earnings Shine with Revenue Growth and Record Customer Additions
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite updates.
Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark
Olivier Blanchard
Olivier Blanchard

Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark

Qualcomm’s Latest 5G Modem Features AI-Driven Optimization, Delivering 12.5 Gbps Speeds, Enhanced Power Efficiency, and Connectivity for Smartphones, PCs, and IoT Devices
Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT.
MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes
Ron Westfall

MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes

Qualcomm and IBM Unveil Expanded Collaboration to Drive Enterprise-Ready Generative AI Solutions Across Cloud and Edge Devices
Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance, and user experiences.
Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
Daniel Newman

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more.
Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves - Six Five Webcast - The 5G Factor
Ron Westfall

Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves – Six Five Webcast – The 5G Factor

On this episode of The 5G Factor, hosts cover Ericsson's Open RAN initiatives, Apple's entry into modem design with the iPhone 16e, Qualcomm's modem technology leadership, and Telstra's 5G Advanced network launch. The episode explores the implications of these advancements for the mobile ecosystem and the transformative role of 5G Advanced programmability
T-Mobile Starlink, New Nokia CEO & Qualcomm Results - Six Five Webcast: The 5G Factor
Olivier Blanchard
Ron Westfall & Olivier Blanchard

T-Mobile Starlink, New Nokia CEO & Qualcomm Results – Six Five Webcast: The 5G Factor

Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G Factor.
Talking Qualcomm, Arm, AMD, Coherent, and More
Daniel Newman

Talking Qualcomm, Arm, AMD, Coherent, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!
Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
The View from Davos with Qualcomm's Cristiano Amon
Daniel Newman

The View from Davos with Qualcomm’s Cristiano Amon

Cristiano Amon, President and CEO at Qualcomm, joins host Daniel Newman to share his insights on the technological foresights and innovations discussed at Davos, highlighting Qualcomm's role in pushing the boundaries of connectivity and AI.
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