NXP Semiconductors NV

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  • uploads///Series  A
    Miscellaneous

    Execution of the Qualcomm-NXP Merger: A Complex Task

    While Qualcomm has bought into the future with the NXP merger, its journey toward automotive growth may not be smooth.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Reviewing What Likely Drove NXP’s 3Q16 Revenue

    NXP caters to a broad market, including the automotive, communications infrastructure, mobile, embedded device, industrial, and secure payment spaces.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How Is High Leverage Impacting NXPI’s Financial Flexibility?

    NXP Semiconductors (NXPI) is expected to report FCF of over $610 million in 4Q16 as its operating margin improves.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM NXP Combined Company
    Technology & Communications

    US-China Trade Tensions Put Qualcomm-NXP Deal at Risk

    Qualcomm (QCOM) has been losing business to its competitors even before fears of a US-China (MCHI) trade war began.

    By Puja Tayal
  • uploads///A_Semiconductors_AVGO Stock buyback
    Company & Industry Overviews

    Checking In on Broadcom’s Stock Buyback

    Broadcom’s capital allocation policy is to spend 50% of its trailing-12-month free cash flow in dividends and use the remaining for acquisitions and buybacks.

    By Puja Tayal
  • uploads///A_Semiconductors_NVIDIA_Q Automotive Revenue
    Company & Industry Overviews

    When Will Nvidia See Revenue from Autonomous Cars?

    Nvidia is set to report big revenue growth in data center as its Tesla GPUs make their way into servers and supercomputers.

    By Puja Tayal
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    Miscellaneous

    Key Points of the Atmel-Dialog Merger Agreement

    The UK-based chip maker Dialog has agreed to buy US-based Atmel (ATML) for approximately $4.6 billion to expand in the automotive and Internet of Things space.

    By Puja Tayal
  • uploads///A_Semiconductors_Infineon and peers YoY growth
    Company & Industry Overviews

    STM and NXPI Fall on Infineon’s Reduced Fiscal 2019 Guidance

    The semiconductor industry is set to report its worst quarterly results in a long time in the second quarter.

    By Puja Tayal
  • uploads///AAL
    Consumer

    American Airlines gets significantly lower position in Appaloosa

    Appaloosa Management significantly lowered its position in American Airlines (AAL) in the third quarter that ended in September 2014. The position accounts for 3.81% of the fund’s total third-quarter portfolio.

    By Samantha Nielson
  • uploads///AMT
    Consumer

    Glenview Capital Management starts new positions in AAP, AMT, DG, NXPI, sells NTAP, ROVI—13F Flash B

    Glenview Capital Management is a private investment management firm with more than $7 billion of assets under management. Why buy American Tower Corp. (AMT)?

    By Samantha Nielson
  • uploads///A_Semiconductors_QCOM_eps TARGET
    Company & Industry Overviews

    Can Qualcomm Achieve Its Fiscal 2019 Earnings Pledge?

    Qualcomm’s $7.00 EPS estimate is subject to the resolution of licensing lawsuits with Apple.

    By Puja Tayal
  • uploads///Year to date Performance of NXP Semiconductors
    Financials

    Paul Singer Increased His Holdings in NXP Semiconductor in 3Q17  

    Paul Singer, the CEO of Elliott Management, increased his holdings in NXP Semiconductor (NXPI) in 3Q17, according to a recent 13F filing report.

    By Sarah Sands
  • uploads///A_Semiconductors_NXP Q segment revenue
    Company & Industry Overviews

    Automotive and Connected Devices: NXP’s Key Growth Drivers

    NXP Semiconductors (NXPI), a leader in the automotive chip market, provides HPMS (high-performance mixed-signal) analog, MCU (microcontroller), and sensor solutions.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM Stock buyback EPS accretion
    Company & Industry Overviews

    How Successful Has Qualcomm’s $30 Billion Buyback Been?

    Qualcomm (QCOM) is a leader in the mobile market, with its chips powering 95% of the world’s smartphones.

    By Puja Tayal
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    Miscellaneous

    Weak Demand Outlook Drags Down Semiconductor Stocks

    The semiconductor industry has been badly hurt by the economic downturn caused by the US-China (FXI) trade war.

    By Puja Tayal
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    Technology & Communications

    Semiconductor Stocks Fall as US-China Trade War Intensifies

    Escalating US-China trade tensions have seen semiconductor stocks fall significantly on July 11.

    By Puja Tayal
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    Technology & Communications

    The Impact of Tariffs on the Global Semiconductor Supply Chain

    Taiwanese chip designers dealing in consumer electronics are unlikely to move their production away from China, as almost all consumer electronics are made in China.

    By Puja Tayal
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    Company & Industry Overviews

    NVIDIA Expands Its Autonomous Vehicle Market

    The global automotive industry is suffering from declining demand, which has affected sales of automotive chip giant NXP Semiconductors (NXPI).

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    How Much Did the Freescale Acquisition Impact NXP Semiconductors’ Balance Sheet?

    As of December 31, 2015, NXP Semiconductors’ cash reserves stood at $1.6 billion, and its long-term debt stood at $8.6 billion.

    By Puja Tayal
  • uploads///B_Semiconductors_QCOM EPS Q
    Company & Industry Overviews

    What Qualcomm Investors Should Watch For

    Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.

    By Puja Tayal
  • uploads///FSL NXPI Spread Analysis
    Miscellaneous

    The Freescale–NXP merger: A large deal in the semiconductor space

    The key to the Freescale–NXP merger is the timing. The companies are guiding to a 2H15 close, likely in the fourth quarter.

    By Brent Nyitray, CFA, MBA
  • uploads///A_Semiconductors_Stocks efficiency ratios analysis  Apr
    Company & Industry Overviews

    What Efficiency Ratios Say about QCOM, INTC, and TXN

    Investors and analysts are slightly bullish on Intel, but they’re bearish on Qualcomm and neutral on Texas Instruments.

    By Puja Tayal
  • uploads///A_Semiconductors_US companies with largest exposure to china
    Technology & Communications

    The Impact of a US–China Trade War on Intel

    The trade war between the United States and China revolves around the supremacy of 5G technology, which is expected to form the basis for the data economy.

    By Puja Tayal
  • uploads///GAS SO comps
    Miscellaneous

    AGL Resources: Could Southern Co Be Stopped by a Bidding War?

    There have been several precedents similar to the AGL Resources deal. In this transaction, Southern Company is paying about 2.7x trailing 12-month revenues and 10x trailing 12-month EBITDA.

    By Brent Nyitray, CFA, MBA
  • uploads///Series  A
    Miscellaneous

    How Would Qualcomm Fund a Possible Acquisition of NXP?

    If Qualcomm (QCOM) looks to buy NXP Semiconductors (NXPI), the deal could be valued at just above $30 billion or as high as $46 billion.

    By Puja Tayal
  • uploads///FSL NXPI FSL basics
    Miscellaneous

    The Freescale–NXP Merger: Freescale at a glance

    The Freescale–NXP merger is driven by complementary offerings. Freescale is active in the auto, consumer, networking, and industrial markets.

    By Brent Nyitray, CFA, MBA
  • uploads///A_Semiconductors_AVGO QCOM shareholder reteurns
    Technology & Communications

    What Proxy Advisory Firms Recommend for AVGO-QCOM-NXP Merger

    On February 16, 2018, proxy advisory firm ISS (Institutional Shareholder Services) stated that although Broadcom’s $82 per share offer doesn’t adequately value Qualcomm, it presents a good start for further negotiations.

    By Puja Tayal
  • uploads///A_Semiconductors_TXN Q YoY rev growth rate
    Earnings Report

    What TXN’s Q1 Revenue Says about the Semiconductor Industry

    Texas Instruments’ (TXN) revenue had been falling on a YoY (year-over-year) basis after ten quarters of growth, and the rate of decline is increasing with every quarter.

    By Puja Tayal
  • uploads///FSL NXPI comps
    Miscellaneous

    Why is the Freescale–NXP merger premium so low?

    The companies were asked about the takeover premium and the background to the transaction on the conference call, but they refused to comment.

    By Brent Nyitray, CFA, MBA
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    Technology & Communications

    NXP Stock Jumps 11% on Acquisition Rumors

    NXP Semiconductors (NXPI) stock rose 11% after hours yesterday following rumors of South Korean tech giant Samsung’s (SSNLF) interest in NXP.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    Qualcomm Stock Reacts to US-ZTE Deal that Would Lift the Ban

    Qualcomm (QCOM) stock rose 3.6% yesterday after the United States reached a deal with ZTE that will lift a seven-year ban.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_Chian greowth dsriver
    Company & Industry Overviews

    Qualcomm to Lose the Most in US-China Trade Tensions

    Qualcomm earns around $500 million annually from ZTE, which is less than 3% of its $22 billion annual revenue.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_ Key growth drivers
    Company & Industry Overviews

    Applied Materials: In the Middle of a Growth Cycle

    In this series, we’ll see how the strong demand environment in the SME market could impact Applied Materials’ (AMAT) fiscal 3Q17 earnings. AMAT plans to release its earnings on August 17, 2017.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM efficiency ratios Q
    Company & Industry Overviews

    What Efficiency Ratios Say about Qualcomm’s Profitability

    Qualcomm had ROE of 2.7%. On the other hand, Broadcom and NXP had ROE readings of 34.2% and 18.1%, respectively.

    By Puja Tayal
  • uploads///Graphics
    Technology & Communications

    Qualcomm Clears Clouds of Doubt in Its Fiscal Q3 2018 Earnings

    On July 26, Qualcomm stock rose 7% while NXP Semiconductors stock fell 5.7% after the two companies announced the end of their merger talks.

    By Puja Tayal
  • uploads///Glenview
    Consumer

    Glenview Capital Management starts new positions in AAP, AMT, DG, NXPI, sells NTAP, ROVI—13F Flash A

    Glenview Capital Management is a private investment management firm with more than $7 billion of assets under management. Why buy Advance Auto Parts Inc. (AAP)?

    By Samantha Nielson
  • uploads///Series  A
    Company & Industry Overviews

    What Refreshes Growth of Nvidia’s Tegra Processors?

    On the IP front, Nvidia resolved its patent infringement case against Samsung (SSNLF) and Qualcomm in fiscal 1Q17, saving the former huge legal expenses.

    By Puja Tayal
  • uploads///ROVI
    Consumer

    Glenview Capital Management starts new positions in AAP, AMT, DG, NXPI, sells NTAP, ROVI—13F Flash F

    Glenview Capital Management is a private investment management firm with more than $7 billion of assets under management. Why sell Rovi Corporation (ROVI)?

    By Samantha Nielson
  • uploads///NXPI
    Financials

    NXP Semiconductors is Appaloosa Management’s new position

    Appaloosa Management initiated a new position in NXP Semiconductors NV (NXPI) in the third quarter that ended in September 2014. The position accounts for 2.55% of the fund’s total third-quarter portfolio.

    By Samantha Nielson
  • uploads///A_Semionductors_INTC_autonomous car opportunity
    Company & Industry Overviews

    Intel-Qualcomm Competition Extends to 5G and Automotive

    Qualcomm (QCOM) has already taken the mobile market from Intel (INTC). Qualcomm is now venturing into the server processor market.

    By Puja Tayal
  • uploads///US High Yield Bond Market Issuance
    Company & Industry Overviews

    High-Yield Bond Issuance Rose Last Week

    The total US dollar-denominated issuance of high-yield debt stands at $56.9 billion YTD in 2016—29% lower compared to the same period in 2015.

    By Lynn Noah
  • uploads///NXP stock
    Earnings Report

    NXP Stock Rises Due to Q1 Earnings, Expects Weakness Ahead

    NXP Semiconductors (NASDAQ:NXPI) stock gained about 3% in the extended trading session after the company reported its first-quarter results.

    By Sophia Nicholson
  • uploads///Nvidia Mellanox
    Technology & Communications

    Can the Nvidia-Mellanox Acquisition Deal Happen Soon?

    Chipmaker Nvidia (NVDA) is facing uncertainty around its pending acquisition of Mellanox Technologies (MLNX) amid the US-China trade war concerns.

    By Sophia Nicholson
  • uploads///Marvell stock
    Technology & Communications

    Analysts Like Marvell Stock amid Trade Deal Hopes

    Of the 26 analysts that cover Marvell Technology (MRVL) stock, 22 rated it as a “buy” while four rated it as a “hold.” There were no “sell” ratings on MRVL.

    By Sophia Nicholson
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    Financials

    How Will Qualcomm’s Acquisition of NXP Change Its Standing?

    Qualcomm (QCOM) can now proceed with its acquisition of fellow semiconductor company NXP Semiconductors (NXPI), as US (SPY) antitrust regulators have recently cleared the deal.

    By Ruchi Gupta
  • uploads///WHR
    Consumer

    Whirlpool’s position upped in Appaloosa Management

    Appaloosa Management upped its position in Whirlpool Corporation (WHR) in the third quarter that ended in September 2014. The position accounts for 4.29% of the fund’s total third-quarter portfolio.

    By Samantha Nielson
  • uploads///EXPE
    Consumer

    Appaloosa exits position in Expedia

    Appaloosa Management exited a position in Expedia, Inc (EXPE) in the third quarter that ended in September 2014. The position accounted for 0.99% of the fund’s total portfolio in the second quarter.

    By Samantha Nielson
  • uploads///Micron stock
    Technology & Communications

    Micron Stock: Why Analysts Think It Is Undervalued

    Micron (MU) stock was up 4.21% on Friday and closed at $45.10. MU was trading 12.2% below its 52-week high of $51.39 for a market cap of $49.9 billion.

    By Sophia Nicholson
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    Consumer

    China Trade Deal: Will Uptrend in Chip Stocks Continue?

    The US and China reached the first phase of the trade deal after struggling for over a year. The “very substantial” deal happened after 13 rounds of talks.

    By Sophia Nicholson
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    Company & Industry Overviews

    Amazon’s VI Initiative: Which Stock To Invest In?

    Would you invest in a company that promises a technological utopia? It could be a simple answer – either you invest in it or you don’t.

    By Shankar Iyer
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    Company & Industry Overviews

    Amazon Partners with over 30 Companies: VI Initiative

    On September 24, Amazon (AMZN) announced the Voice Interoperability Initiative. The announcement was one day before the Amazon hardware event.

    By Shankar Iyer
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    Technology & Communications

    NVIDIA-Mellanox Deal at Risk amid Trade War Fears

    Chipmaker NVIDIA (NVDA) agreed to acquire data connectivity company Mellanox Technologies (MLNX) for around $7 billion in March.

    By Sophia Nicholson
  • uploads///Smartphone modem
    Company & Industry Overviews

    Qualcomm Faces Multifold Impact of the Huawei Ban

    Qualcomm has been among the hardest hit by the Huawei ban, and now it will suffer the effects of the newest round of tariffs. 

    By Puja Tayal
  • uploads///AdobeStock_
    Company & Industry Overviews

    Qualcomm-Tencent Deal Signals Big Opportunity in China

    Qualcomm and Tencent, two giants in their respective industries, have entered into a broad partnership focused on gaming technology.

    By Ruchi Gupta
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    Earnings Report

    What to Expect from This Week’s Semiconductor Earnings

    So far, semiconductor earnings have raised investors’ expectations about growth in the second half and next year.

    By Puja Tayal
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    Earnings Report

    NXP Falls 2.5% on Weak Earnings Guidance

    This week’s first semiconductor earnings were those of NXP Semiconductors, which released its second-quarter numbers today.

    By Puja Tayal
  • uploads///Microprocessor
    Earnings Report

    Automotive Drives Cypress’s Second-Quarter Earnings

    Cypress Semiconductor (CY) has been in the news as it is being acquired by Germany’s Infineon Technologies for about $10 billion.

    By Puja Tayal
  • uploads///WiFi
    Company & Industry Overviews

    Why NXP’s Purchase of Marvell’s Wi-Fi Business Is a Big Deal

    NXP Semiconductors (NXPI) is buying Marvell’s (MRVL) wireless connectivity business for $1.8 billion. The business that NXP is purchasing from Marvell consists of Wi-Fi and Bluetooth assets.

    By Ruchi Gupta
  • uploads///Semiconductor
    Company & Industry Overviews

    What Is Qualcomm Getting in Apple Settlement?

    Qualcomm (QCOM) and Apple recently announced a surprise settlement of their epic legal dispute.

    By Ruchi Gupta
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    Company & Industry Overviews

    Why Semiconductor Stocks Were on Fire Yesterday

    Major technology stocks, particularly semiconductor stocks, rose on Wednesday amid the wave of optimism about a trade deal between the US and China.

    By Sophia Nicholson
  • uploads///A_Semiconductors_QCOM_FCF Q
    Company & Industry Overviews

    Why Is the CFO Important for Qualcomm and Intel Investors?

    Davis leaving Qualcomm isn’t a positive sign. The company’s management has been under pressure from shareholders.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_FCF Q
    Company & Industry Overviews

    Are Qualcomm’s Free Cash Flow and Liquidity Position Worrisome?

    Qualcomm (QCOM) reported GAAP (generally accepted accounting principles) net income of -$4.9 billion in fiscal 2018.

    By Puja Tayal
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    Earnings Report

    How Is Intel Compensating Investors through Share Buybacks?

    Intel (INTC) has been rewarding its shareholders not only through investments and acquisitions but also via share buybacks and dividends.

    By Sophia Nicholson
  • uploads///A_Semiconductors_QCOM RoE
    Company & Industry Overviews

    What Qualcomm’s Negative Efficiency Ratios Mean to Investors

    As Qualcomm’s investment in the NXP acquisition failed to materialize, its ROI (return on investment) took a big hit.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM opex ratio Q
    Company & Industry Overviews

    Litigation Costs Drove Qualcomm’s Operating Expenses in 2018

    Between the first quarter of fiscal 2017 and the fourth quarter of fiscal 2018, Qualcomm’s operating expenses increased from $1.46 billion to $1.84 billion.

    By Puja Tayal
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    Technology & Communications

    A Look at Applied Materials’ Stock Returns and Valuations

    Semiconductor (SMH) company Applied Materials (AMAT) has been on a bull run between September 2015 and March 2018.

    By Adam Rogers
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    Company & Industry Overviews

    What May Come Out of the EU Review of the Disney–Fox Deal

    The approval of the Shazam deal is seen as an important victory for Apple in its battle with Spotify (SPOT) for digital music revenues.

    By Ruchi Gupta
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    Company & Industry Overviews

    Will Qualcomm Pull the Plug on Its Server Business?

    Right now, Qualcomm doesn’t have the bandwidth to spend in a market where there are several entry barriers, as the efforts would be high and rewards would likely be low.

    By Puja Tayal
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    Technology & Communications

    Why Intel Intervened in the Broadcom–Qualcomm Deal

    Tech giants Microsoft and Google also opposed the Broadcom–Qualcomm deal, expressing concern that it would benefit Apple.

    By Puja Tayal
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    Technology & Communications

    The Trump Administration Intervenes in US Technology Industry

    In this series, we’ll evaluate the Broadcom-Qualcomm deal and President Trump’s intervention in private-sector decisions.

    By Puja Tayal
  • uploads///A_Semiconductors_Source economies of counterfeit goods
    Technology & Communications

    Trump Aims to Protect US Semiconductor Industry from IP Theft

    The semiconductor industry has been on Trump’s America First agenda.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_autonomouscar platform
    Company & Industry Overviews

    How Intel Is Using Mobileye for Autonomous Driving

    Intel’s (INTC) move toward becoming a data-centric company focuses on network connectivity, deep learning and AI (artificial intelligence) solutions.

    By Puja Tayal
  • uploads///A_Semiconductors_NXP QCOM stock performance  Feb
    Technology & Communications

    How Investors Reacted to Broadcom-Qualcomm-NXP Merger Update

    Qualcomm (QCOM) increased its bid to acquire NXP Semiconductors (NXPI) a few days before March 6 showdown where Qualcomm shareholders would vote for or against Broadcom-nominated (AVGO) directors.

    By Puja Tayal
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    Technology & Communications

    Behind Qualcomm’s Battle to Defend Broadcom’s Hostile Takeover

    On November 6, 2017, Broadcom made its first unsolicited bid to acquire Qualcomm for $70 per share.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM and AVGO revenue Q
    Earnings Report

    How Broadcom Is Leveraging Qualcomm’s Weak Revenue Guidance

    Qualcomm has been trying to woo its shareholders away from voting for Broadcom’s nominated board directors, but its recent earnings aren’t helping.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM AVGO NXP cash and debt position
    Company & Industry Overviews

    Qualcomm, NXP, and Broadcom: Their Cash and Debt Positions

    At the end of fiscal 2017, Qualcomm had a net cash position of $16.8 billion, with $38.6 billion in cash and $21.8 billion in long-term debt.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM AVGO product portfolio
    Company & Industry Overviews

    What Mergers and Acquisitions Could Open Up for Qualcomm

    Qualcomm is looking to venture into automotive, servers, IoT (Internet of Things), and laptops.

    By Puja Tayal
  • uploads///A_Semiconductors_top  semi stocks by RSI
    Technology & Communications

    Why Teradyne Is on the List of the Most Overbought Semi Stocks

    Stock with high trading volumes are typically the ones preferred by institutional investors. These high-trading stocks are also the most volatile.

    By Puja Tayal
  • uploads///A_Semiconductors_MRVL_cash and debt pre and post CAVM acquisitrion
    Company & Industry Overviews

    A Look at Marvell’s Cash and Debt Position

    Marvell Technology (MRVL) improved its profitability significantly in the last year by cutting costs and refocusing its research and development efforts on high-margin, high-growth markets.

    By Puja Tayal
  • uploads///A_Semiconductors_MA bid price vasluation
    Company & Industry Overviews

    Acquisition Offers Show Semiconductor Companies’ True Value

    The semiconductor industry is in the midst of a consolidation wave that started in 2015 when the volume of deals reached its highest level.

    By Puja Tayal
  • uploads///A_Semiconductors_semi companies overseas cash reserves
    Macroeconomic Analysis

    A Closer Look at the Senate’s Tax Bill Amendments

    The Senate amendments to reduce the total cost of the tax bill after analysis showed that it would add $1.4 trillion to the budget deficit over ten years.

    By Puja Tayal
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    Company & Industry Overviews

    How Did the Mobileye Acquisition Impact Intel’s Balance Sheet?

    Intel (INTC) is increasing its earnings through spending discipline and by focusing its expenses on projects with high ROI (return on investment).

    By Puja Tayal
  • uploads///NXP automotive revenues
    Company & Industry Overviews

    Is Qualcomm Advancing with Its NXP Acquisition?

    The acquisition of NXP is vital for Qualcomm (QCOM). The deal would position QCOM as the second-largest semiconductor company with respect to sales, just behind Intel (INTC).

    By Sophia Nicholson
  • uploads///Aa_Semiconductors_QCOM_G opprtunities
    Company & Industry Overviews

    Inside NXP and 5G: Qualcomm’s Window to Future Growth

    The licensing battle with Apple (AAPL) and fines from various regulators have significantly reduced Qualcomm’s (QCOM) earnings.

    By Puja Tayal
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    Technology & Communications

    Qualcomm’s Rejection of Broadcom’s Takeover Bid: The End or the Beginning?

    In just one week, Qualcomm’s board rejected Broadcom’s $70-per-share offer on the grounds that it undervalued the stock and brought regulatory uncertainty.

    By Puja Tayal
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    Earnings Report

    How Cypress Semiconductor Posted Record Revenues in 3Q17

    Cypress Semiconductor (CY) reported record revenues in 3Q17, supported by expanding bill-of-material coverage. Its IoT wireless connectivity grew 80% year-over-year in 3Q17.

    By Ruchi Gupta
  • uploads///A_Semiconductors_QCOM analysts price target
    Technology & Communications

    Qualcomm on the Street: The Analysts’ Take

    Of the 25 analysts monitoring Qualcomm stock, 44% recommend a “buy,” and 56% recommend a “hold.”

    By Puja Tayal
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    Technology & Communications

    A Look at Qualcomm’s Stock Performance in 2017

    Qualcomm is currently in the middle of legal and regulatory headwinds that have eclipsed its progress on the Snapdragon SoC and 5G technology.

    By Puja Tayal
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    Company & Industry Overviews

    Why the NXP Deal Is so Important to Qualcomm

    The upward movement in NXP Semiconductors’ (NXPI) stock price saw many analysts doubt the completion of the Qualcomm (QCOM) deal with NXP.

    By Puja Tayal
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    Company & Industry Overviews

    How’s the Qualcomm-NXP Deal Progressing?

    The biggest move by Qualcomm (QCOM) to boost future growth so far would have to be its acquisition of automotive semiconductor giant NXP Semiconductors.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_Automotive solutions
    Company & Industry Overviews

    Behind Qualcomm’s Efforts in Automotive: Progress Report

    Other than laptops, mobile, and IoT (Internet of things), Qualcomm (QCOM) is placing a big bet on automotive.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_non GAAP profit margin Q
    Earnings Report

    Can Qualcomm Maintain Its Profit Margins in Fiscal 2017?

    Apple (APPL) withheld $1 billion in royalty payments to Qualcomm (QCOM) in fiscal 3Q17, which slashed $1 billion directly from Qualcomm’s profits.

    By Puja Tayal
  • uploads///A_Semiconductors_Tax savings on repatriation tax
    Macroeconomic Analysis

    How Repatriation Tax Reform Affects Semiconductor Companies

    Qualcomm (QCOM) is using a major portion of its $30 billion overseas cash to acquire Netherlands-based NXP Semiconductors (NXPI).

    By Puja Tayal
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    Earnings Report

    What Does Elliott Want from NXP-Qualcomm

    Qualcomm proposed to acquire NXPI for $38 billion, or $110 per share, in cash. But Elliott, a New York hedge fund, owns 6% equity stake in NXPI.

    By Ruchi Gupta
  • uploads///A_Semiconductors_QCOM RF growth opportunity
    Company & Industry Overviews

    What’s Qualcomm’s Growth Strategy in the Radio Frequency Market?

    Qualcomm (QCOM) is not only expanding its end markets, it’s also expanding in related technologies in order to increase its semiconductor content per device.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_chipset earnings Q
    Earnings Report

    Chipset: Qualcomm’s Future Growth Driver

    Legal troubles in Qualcomm’s licensing business have affected its profits as strength in QCT (Qualcomm Code-Division Multiple Access Technology) couldn’t offset those losses.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM_Revenue Q
    Earnings Report

    What Factors Are Affecting Qualcomm’s Revenue Growth Story?

    Amid ongoing licensing disputes, Apple (AAPL) and one other licensee didn’t pay royalties to Qualcomm, which negatively affected its fiscal 2017 earnings.

    By Puja Tayal
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    Technology & Communications

    What Challenges Does Qualcomm Face in Acquiring NXP?

    Qualcomm’s (QCOM) licensing business is undergoing legal turmoil, and this has created the need for it to diversify away from mobile more quickly.

    By Puja Tayal
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