AAPL Apple Inc. Loading...

From QCOM earnings calls
Loading chart...
Top Calls
Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
0 selected
All Content✓
Source feeds
Buzzberg Top 50 ✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
All directions✓
▲ Long✓
▼ Short✓
⛔ Avoid✓
✂ Close✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
20:45
Jul 29 ◎
Akash Palkhiwala EVP and CFO, QUALCOMM Incorporated QCOM Q3 FY26 call
Apple's share of Qualcomm modems for the upcoming iPhone launch is 'materially lower' than the prior 20% estimate, implying Apple's internal modem is ramping faster than expected. — This signals Apple's modem self-sufficiency is accelerating, reducing a long-term revenue stream for Qualcomm and increasing Apple's gross margin control.
AAPL
HIGH
20:45
Apr 29 ◎
Akash Palkawala CFO, QUALCOMM Incorporated QCOM Q2 FY26 call
Qualcomm maintains its assumption of 20% share in Apple's upcoming iPhone launch, with no product relationship beyond that year; Apple modem replacement is proceeding as expected.
AAPL
HIGH

About AAPL Analyst Coverage

Buzzberg tracks AAPL (Apple Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Akash Palkhiwala, Akash Palkawala.