Qualcomm (QCOM): FY25 Q3 earnings call, Jul 30, 2025
No Kalshi or Polymarket word markets were listed for Qualcomm’s Jul 30, 2025 earnings call (FY25 Q3). 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.
10 matches for “Alphawave”; 5 quoted, at least 25 words apart.
…solutions utilizing our Oryon CPU. We also reached an agreement to acquire Alphawave IP Group plc, a global leader in high-speed wire connectivity and compute…
…IP. They were very relevant to the data center. I think the Alphawave provides complementary IP, allow us to build custom SoC products. And we're…
…maybe timing, but in terms of how do you envision sort of Alphawave integrating into the sort of portfolio or the stack capability that you…
…they have the ability to put first-party workloads or inferencing cluster. The Alphawave IP is important. It provides us the ability to scale out and…
…business, what's going to be the impact on spending and then as Alphawave closes, what will be the effect of that on sort of revenue,…
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