Name: What the Market Is Not Getting About Qualcomm, Its CEO Says
Uploaded: 2025-07-21T17:10:00Z
Duration: 2 min 32 s
Description: "A lot of investors think about the Qualcomm of the past," said Cristiano Amon, CEO of Qualcomm. This conversation was recorded on May 28, 2025.

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"We're very happy with the China exposure we have," said Cristiano Amon, CEO of Qualcomm. This conversation was recorded on May 28, 2025.

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"A lot of investors think about the Qualcomm of the past," said Cristiano Amon, CEO of Qualcomm. This conversation was recorded on May 28, 2025.

https://m.wsj.net/video/20250721/84085bb8-2004-4340-9b14-b0055f3e6c05/1/hls/manifest-hd-wifi.m3u8

What the Market Is Not Getting About Qualcomm, Its CEO Says

The stock, Cristiano, has lagged a little bit, the market and the SOX, the semiconductor index. What is the market not getting though, about your strategy?

Yes, as frustrating as it is, I think the best way for me to describe this, and it's a process, and we will do what we do best. We're just gonna continue executing on it. But the process is, a lot of investors think about the Qualcomm of the past. That company, it's no longer here. It's a new Qualcomm. And it's the same great spirit of innovation, the same technology, but is a company that is now present in more markets than just mobile. Most investors look at Qualcomm as a mobile company because that's our largest business, and I recognize that. I think it's the largest component of the Qualcomm revenue and earnings. It's interesting, like even you starting this conversation asking about the licensing business, which a lot of the investors have a memory thinking about Qualcomm, licensing business, licensing disputes, mobile, mobile's concentrated as in growth. But if you get past that and you actually look of what the real Qualcomm is today, and you look at how essential we have become to the auto industry and how much excitement and technology there is in auto, how well positioned we are for the AI happening at the edge, because AI is going to get scale, and it's gonna happen in all the devices, in all the industries we're present. And how we actually have an IP portfolio that every industry we said we are gonna go, we end up building the leading platform. Then you think about the incredible potential. When I look at our multiples, I think we're trading at mobile multiples, and I think that means we're trading at a discount because investors are not yet looking at those markets. And I recognize they're growing. Eventually they're gonna be a much larger percentage of the total revenue. But just think about it. The last two quarters, the first quarter fiscal was record in the history of the company, quarterly revenue. And like we're growing automotive and IOT, not only double digit, we're growing automotive in excess of 50%. We're growing the other one excess of 30%. So eventually I think investors are gonna get there.

What the Market Is Not Getting About Qualcomm, Its CEO Says

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