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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 130.20+1.2%Oct 15 4:00 PM EDT

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To: The_Net who wrote (122672)11/5/2014 4:27:09 PM
From: Jim Mullens2 Recommendations

Recommended By
Jon Koplik
manning18

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the net, re: QCOM reports...............................................................

05 QCOM Misses Q4 EPS by 5 cents

FY15 guidance does not include potentially ~ 400 million devices 1.1 /1.5 or ~ 27% shortfall…if I’m reading this correctly.

…………………….FY14 …..FY15

EPS

Non- GAAP………5.27……..5.05- 5.35

GAAP …………….4.65…….4.33- 4.63



I’m assuming FY 15 Guidance potentially could be 36% (0.4 /1.1) higher for QTL which represents 65% of EBT





Snip>>>>>>>>

We expect calendar year 2014 and 2015 global 3G/4G device shipments to be approximately 1.3 billion and 1.5 billion, respectively. However, our estimate of calendar year 2014 3G/4G device shipments that we currently expect to be reported to us is approximately 1.04 billion to 1.13 billion, which is adjusted for units that we believe may not be reported to us, are in dispute or are currently unlicensed. We have not provided a forecast for calendar year 2015 reported 3G/4G device shipments at this time. We are providing a guidance range for estimated 3G/4G total reported device sales that we currently expect to be reported to us in our fiscal 2015 (for sales by licensees in the September quarter of calendar 2014 through the June quarter of calendar 2015), which does not include sales that we believe may not be reported to us or may be in dispute but does include an estimate for some prior period activity that may be reported to us during fiscal 2015. We are taking steps to address these issues, although the outcome and timing of any resolutions are uncertain.

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