Despite a strong fiscal first quarter, Qualcomm's shares tank after the report is released - Related to q4, qualcomm's, bell, activations, compared
Bell Q4 2024 earnings: postpaid activations down 56% compared to 2023
Bell Canada Enterprises (BCE) released its Q4 2024 earnings on February 6th, reporting a rise in profit over the prior year despite decreasing revenue.
The corporation reported net earnings of $505 million for the quarter, which ended December 31st. That’s up from $435 million for the same period in 2023. Meanwhile, operating revenue came in at $[website] billion, down from $[website] billion the prior year.
Bell mentioned it delivered “positive wireless service revenue growth” despite an “intensely competitive market,” with all new postpaid net activations on the main Bell brand.
Bell’s full earnings analysis is available here.
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Samsung was world's biggest chip manufacturer in 2024
After losing the first place to Intel back in 2023, Samsung has now returned as the world's biggest semiconductor manufacturer in 2024. The Korean tech giant secured the biggest market share of [website] last year with a total revenue of $[website] billion. The enterprise grew its shipments by a staggering [website] year-over-year due to a rebound in memory chip prices.
Samsung has been a key supplier of various chips spanning from DRAM, HBM, and NAND to CPU and GPU chips. However, the firm lost contracts with some high-profile clients like Nvidia due to overheating issues with Samsung's HBM memory chips, which are very sought-after in AI GPU manufacturing.
Reportedly, the issues have been ironed out and Samsung has already received Nvidia's certification, which in turn will boost Samsung's sales even further this year.
Still, Samsung is having some trouble refining its 3nm process, and it's a bit behind the curve compared to other chip manufacturers like TSMC, so it's focusing its efforts on bringing 2nm chips to the market as early as next year.
Qualcomm reported improved-than-expected fiscal first-quarter earnings today although in after-hours trading shares of the fabless chip designer plunged......
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Despite a strong fiscal first quarter, Qualcomm's shares tank after the report is released
Qualcomm reported advanced-than-expected fiscal first-quarter earnings today although in after-hours trading shares of the fabless chip designer plunged. First-quarter earnings came in at $[website] per share which was 24% above last year's fiscal Q1 results and the earnings were far beyond the $[website] earnings per share number that Wall Street expected. Revenue, at $[website] billion, rose 18% on an annual basis.
The unit that designs and sells chips to mobile device manufacturers saw its revenue rise 13% year-over-year to $[website] billion. Wall Street analysts speaking to FactSet were looking for Qualcomm to announce chip sales for mobile products of $[website] billion which would have been an annual increase of only 5%; Qualcomm more than doubled that estimate. Demand was heavy for Qualcomm's Snapdragon chipsets used on premium, flagship smartphones .
Galaxy S25 and Qualcomm also reaped the benefits of Samsung's decision to equip all of its Galaxy S25 flagship series handsets with the new Snapdragon 8 Elite for Galaxy application processor (AP). Typically,and Galaxy S25+ units outside of the [website], China, and Canada would have been powered by Samsung's own Exynos 2500 AP. However, poor yields achieved by Samsung Foundry for 3nm chip production led Samsung to hold off using the Exynos 2500 AP until the Galaxy Z Flip 7 and Galaxy Z Flip FE are released this summer.
Galaxy S25 series handsets Last month we told you that Samsung's decision to use the Snapdragon 8 Elite for Galaxy AP on allseries handsets resulted in the sale of 12 million additional Snapdragon 8 Elite for Galaxy chipsets by Qualcomm . These sales generated $2 billion in added revenue for the San Diego-based Qualcomm. This year, Qualcomm expects the revenue from sales of smartphone chips to rise 10%.
Qualcomm CEO Amon also pointed out that the firm will benefit from the recent release of the DeepSeek R1 AI model out of China. That's because its Snapdragon chips can run DeepSeek on device rather than in the cloud. Qualcomm also sells the chips used by Meta to drive its popular Ray-Ban smart glasses. In addition, the first Snapdragon Elite chips for laptops went on sale last year and already Qualcomm has a 10% market share in chips for laptops priced at $800 and above.
So if everything is going good, why did Qualcomm's shares drop $[website] or [website] in after hours trading when the numbers were released? The decline is being blamed on the firm's Intellectual Property licensing revenue which has a high profit margin of 75% compared to 32% for chips. A small miss in expectations in this segment ($[website] billion in revenue versus analysts' expectations of $[website] billion) led to the sell-off in the [website] make matters worse, 2025 licensing revenue is expected to be 2% lower than estimates.
75% of Qualcomm's chip revenue comes from its smartphone end-customers. The business is not a fast-growing one which has led Qualcomm to seek out sales of chips for high-end Android handsets which carry higher prices and higher margins. Qualcomm needs this business since it will start to lose sales of its 5G modem chips to Apple beginning with the iPhone SE 4 (expected to be released during spring 2025) and continuing later this year with the iPhone 17 line.
Qualcomm's fastest-growing business segment is its automotive unit which had a strong 61% gain in fiscal Q1 revenue to $961 million.
The images highlight the device’s minimal display......
Market Impact Analysis
Market Growth Trend
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| 7.3% | 8.8% | 9.3% | 10.3% | 10.8% | 11.2% | 11.3% |
Quarterly Growth Rate
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
|---|---|---|---|
| 10.6% | 10.8% | 11.1% | 11.3% |
Market Segments and Growth Drivers
| Segment | Market Share | Growth Rate |
|---|---|---|
| Smartphones | 42% | 8.7% |
| Mobile Applications | 26% | 14.5% |
| Mobile Infrastructure | 17% | 12.8% |
| Wearables | 11% | 18.9% |
| Other Mobile Tech | 4% | 9.4% |
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity:
Competitive Landscape Analysis
| Company | Market Share |
|---|---|
| Apple | 24.3% |
| Samsung | 22.7% |
| Huawei | 14.2% |
| Xiaomi | 11.8% |
| Google Pixel | 5.4% |
Future Outlook and Predictions
The 2024 Bell Earnings landscape is evolving rapidly, driven by technological advancements, changing threat vectors, and shifting business requirements. Based on current trends and expert analyses, we can anticipate several significant developments across different time horizons:
Year-by-Year Technology Evolution
Based on current trajectory and expert analyses, we can project the following development timeline:
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity, influencing adoption timelines and investment priorities:
Innovation Trigger
- Generative AI for specialized domains
- Blockchain for supply chain verification
Peak of Inflated Expectations
- Digital twins for business processes
- Quantum-resistant cryptography
Trough of Disillusionment
- Consumer AR/VR applications
- General-purpose blockchain
Slope of Enlightenment
- AI-driven analytics
- Edge computing
Plateau of Productivity
- Cloud infrastructure
- Mobile applications
Technology Evolution Timeline
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
Expert Perspectives
Leading experts in the mobile tech sector provide diverse perspectives on how the landscape will evolve over the coming years:
"Technology transformation will continue to accelerate, creating both challenges and opportunities."
— Industry Expert
"Organizations must balance innovation with practical implementation to achieve meaningful results."
— Technology Analyst
"The most successful adopters will focus on business outcomes rather than technology for its own sake."
— Research Director
Areas of Expert Consensus
- Acceleration of Innovation: The pace of technological evolution will continue to increase
- Practical Integration: Focus will shift from proof-of-concept to operational deployment
- Human-Technology Partnership: Most effective implementations will optimize human-machine collaboration
- Regulatory Influence: Regulatory frameworks will increasingly shape technology development
Short-Term Outlook (1-2 Years)
In the immediate future, organizations will focus on implementing and optimizing currently available technologies to address pressing mobile tech challenges:
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
These developments will be characterized by incremental improvements to existing frameworks rather than revolutionary changes, with emphasis on practical deployment and measurable outcomes.
Mid-Term Outlook (3-5 Years)
As technologies mature and organizations adapt, more substantial transformations will emerge in how security is approached and implemented:
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
This period will see significant changes in security architecture and operational models, with increasing automation and integration between previously siloed security functions. Organizations will shift from reactive to proactive security postures.
Long-Term Outlook (5+ Years)
Looking further ahead, more fundamental shifts will reshape how cybersecurity is conceptualized and implemented across digital ecosystems:
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
These long-term developments will likely require significant technical breakthroughs, new regulatory frameworks, and evolution in how organizations approach security as a fundamental business function rather than a technical discipline.
Key Risk Factors and Uncertainties
Several critical factors could significantly impact the trajectory of mobile tech evolution:
Organizations should monitor these factors closely and develop contingency strategies to mitigate potential negative impacts on technology implementation timelines.
Alternative Future Scenarios
The evolution of technology can follow different paths depending on various factors including regulatory developments, investment trends, technological breakthroughs, and market adoption. We analyze three potential scenarios:
Optimistic Scenario
Rapid adoption of advanced technologies with significant business impact
Key Drivers: Supportive regulatory environment, significant research breakthroughs, strong market incentives, and rapid user adoption.
Probability: 25-30%
Base Case Scenario
Measured implementation with incremental improvements
Key Drivers: Balanced regulatory approach, steady technological progress, and selective implementation based on clear ROI.
Probability: 50-60%
Conservative Scenario
Technical and organizational barriers limiting effective adoption
Key Drivers: Restrictive regulations, technical limitations, implementation challenges, and risk-averse organizational cultures.
Probability: 15-20%
Scenario Comparison Matrix
| Factor | Optimistic | Base Case | Conservative |
|---|---|---|---|
| Implementation Timeline | Accelerated | Steady | Delayed |
| Market Adoption | Widespread | Selective | Limited |
| Technology Evolution | Rapid | Progressive | Incremental |
| Regulatory Environment | Supportive | Balanced | Restrictive |
| Business Impact | Transformative | Significant | Modest |
Transformational Impact
Technology becoming increasingly embedded in all aspects of business operations. This evolution will necessitate significant changes in organizational structures, talent development, and strategic planning processes.
The convergence of multiple technological trends—including artificial intelligence, quantum computing, and ubiquitous connectivity—will create both unprecedented security challenges and innovative defensive capabilities.
Implementation Challenges
Technical complexity and organizational readiness remain key challenges. Organizations will need to develop comprehensive change management strategies to successfully navigate these transitions.
Regulatory uncertainty, particularly around emerging technologies like AI in security applications, will require flexible security architectures that can adapt to evolving compliance requirements.
Key Innovations to Watch
Artificial intelligence, distributed systems, and automation technologies leading innovation. Organizations should monitor these developments closely to maintain competitive advantages and effective security postures.
Strategic investments in research partnerships, technology pilots, and talent development will position forward-thinking organizations to leverage these innovations early in their development cycle.
Technical Glossary
Key technical terms and definitions to help understand the technologies discussed in this article.
Understanding the following technical concepts is essential for grasping the full implications of the security threats and defensive measures discussed in this article. These definitions provide context for both technical and non-technical readers.
5G intermediate
platform intermediate
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