Qualcomm (QCOM): FY25 Q1 earnings call, Feb 5, 2025
No Kalshi or Polymarket word markets were listed for Qualcomm’s Feb 5, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
14 matches for “China”; 5 quoted, at least 25 words apart.
…course, this doesn't take into account upside opportunities in terms of the China subsidy and the AI replacement rate. But the baseline assumption is what…
…the cue from what Akash mentioned for the last question which is China market for smartphones and the subsidies that you're seeing sort of what…
…phone launch. The second is we saw higher end consumer demand in China for premium devices. And if you think about how that happens, it's…
…as well. The second is our customers are gaining share in the China market. And so that is a benefit that translates through as well.…
…launch of GS25 globally. The second thing is end customer demand in China and we have data on the sell-through is basically Snapdragon 8 Elite…
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