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Despite his humorous façade, Retiring Brother's message carried a deeper resonance - a reminder that individual limitations do not diminish the value or potential of an entire industry. While he may have reached a personal crossroads, Retiring Brother emphasized that his journey was his own, and it did not define the trajectory of the industry as a whole.Qualcomm, to put it mildly, has been on a roll . As emphasized in the company’s recent Investor Day event (on the back of a terrific annual earnings report), all parts of the company’s business are running hot, with particular strength in the automotive market and big momentum just beginning in processors for AI PCs. At the same time, Qualcomm continues to be a dominant player in smartphones, where its growth is easily outpacing the market. The short version of this story is that over the past few years—and especially since Cristiano Amon became CEO in 2021—Qualcomm has done a knockout job of diversifying beyond mobile devices, such that it is now a significant player in automotive, IoT and even the once-unassailable PC market. Let’s dig in to see what’s happening for this increasingly influential chip giant and where it may be headed next. Continued Strength In Mobile And Overall First and foremost, I think the company has done a really good job both in its business performance and the way it talks about it. There’s something compelling about a straightforward presentation of results that boils down to: “Here’s what we said we were going to do, and we did it.” Kudos to Amon and his C-suite for that. Smartphone silicon is still the meat of Qualcomm’s business, representing $24.9 billion of revenue (out of $39 billion total) for the fiscal year that closed at the end of September 2024. That means 10% year-over-year revenue growth, which is probably 2x the overall growth of the mobile market. But it’s significant that there was another $14 billion of annual revenue for the company outside of handsets, with strong growth in recent quarters for automotive and IoT. Qualcomm has laid out a technology and IP portfolio that you have to be impressed with, and which is obviously gaining great traction in the marketplace—with improved operating margins, earnings per share and so on as proof. In the mobile market, the company’s newest Snapdragon 8 Elite processors continue to set the tone, with Qualcomm claiming that these processors have the fastest mobile CPUs and NPUs for AI processing. The handsets based on this silicon are already available in China, and their performance aligns with Qualcomm’s claims. We haven’t tested them at Signal65 yet, but hopefully we can do that soon. The company’s expertise in designing chips with great connectivity that operate at low power is also serving it well across other target markets. The center of gravity for computing is bifurcating, where, aside from datacenter AI training, performance per watt is the name of the game. Qualcomm continues to emphasize strong partnerships, collaborating with a wide range of leading companies across multiple sectors of the tech landscape. This was reflected in the many Investor Day cameos from CEOs including Andy Jassy of Amazon, Satya Nadella of Microsoft, Michael Dell of Dell Technologies, Yuanqing Yang of Lenovo and so on. Big Design Wins In Automotive It’s no accident that the non-tech company leaders who made appearances at the event included Ola Källenius of Mercedes-Benz, Wang Chuanfu of BYD and Mary Barra of General Motors. While Qualcomm’s automotive revenue for fiscal 2024 was “only” $2.9 billion, that represents 55% YoY growth for the segment, and the company now has a jaw-dropping $45 billion-plus pipeline with its automotive customers. It’s absolutely incredible to me how quickly the company got traction in advanced driver-assistance systems, as I remember first taking a secret car trip at CES 2019 that was powered by Qualcomm ADAS. In the years to come we’re going to hear even more about software-defined vehicles. Automobiles—from passenger cars to heavy trucks—are continuing their evolution toward becoming computing platforms on wheels, and Qualcomm is aiding that evolution. Its Snapdragon Digital Chassis integrates AI, safety and infotainment systems, plus the company is heavily involved with telematics and ADAS that enable modern safety measures and autonomous driving. The company is drawing on two decades of experience in automotive, where its expertise in highly connected low-power chips delivers important performance benefits, and it’s easy to predict that this part of Qualcomm’s business will only grow more important over the coming years. What’s less clear is the future of full self-driving autonomy, but robotaxis are a ways away from mass adoption. Regardless, as Qualcomm has demonstrated, if it chooses to enter a space and can win at it, it does. Industrial IoT Is A Big Target Qualcomm also continues to scale its industrial IoT solutions across verticals including manufacturing, logistics and healthcare. It’s worth keeping in mind that the company’s definition of “IoT” is expansive, basically including all types of devices besides phone handsets that connect at the network edge. It’s also worth noting that revenues for this part of Qualcomm’s business slipped slightly in fiscal 2024 (from $5.9 billion to $5.4 billion), although growth was strong in Q4 (up 22% YoY), and the company has ambitious plans for this segment going forward. As my colleague Bill Curtis puts it, “AI brings order to the chaos of IIoT.” The emerging consensus in this area is that the makers of IIoT devices will continue to use a wide range of architectures because of the varied use cases in different industries. In other words, sensors in a hospital are going to work quite differently from sensors in an oil refinery, and that’s not a problem—so long as cloud and edge IT platforms bring order to the chaos, in part by intelligently using AI. In my view, Qualcomm is extremely well positioned to serve this market, and I’m eager to see what the company will do in the future with AI on the industrial edge. The company is likewise bullish about it, projecting up to $14 billion in annual revenue for IoT by 2029, and $22 billion in combined automotive and IoT revenue in the same timeframe. Timing and pace at an event like this are significant. The company opened the event with Amazon CEO Andy Jassy discussing the future of warehouses, logistics and transportation. This says that the industrial IoT message is top-of-mind for Qualcomm. It reminds me of where automotive was before the company turned into a $45 billion juggernaut. Qualcomm attempted to buy NXP to fill this slot, was thwarted by China regulators and is now building the capability itself. The long-tail channels and distributors are paramount for scale, but I do believe that Qualcomm will do well with its sweet-spot customers—tech giants like Amazon. Success With AI PCs, And It’s Still Early Days My colleagues and I at Moor Insights & Strategy have covered the growth of the AI PC market closely in 2024, and Qualcomm has been deeply involved in that growth—far more so than anyone could have projected even five years ago. A few months back I wrote about the “miracle” the company pulled off with the Snapdragon X platform that powered every single design in the first wave of Copilot+ PCs released this year. In this context, I want to emphasize how early we still are in the lifecycle for AI PCs. On one hand, the AI PC market is about to shift significantly as AMD and Intel bring their first Copilot+ PC-certified processors to market, which will inevitably carve into Qualcomm’s market share. On the other hand, only a tiny fraction of today’s PCs are AI PCs, but by the end of this decade, probably every PC sold will qualify as an AI PC, so Qualcomm has a lot of room to run. In line with that, at the Investor Day event the company said that it wants to have Snapdragon X chips in more than 100 PC models by 2026—a target I expect it to hit. If anything, I think the projections that Qualcomm has shared for PCs are conservative. The company’s PC revenue target for 2029 is pegged at $4 billion. Put that in context with recent quarters from AMD and Intel, which total $9 billion-plus. So Qualcomm is citing a number for 2029 that would represent roughly 10% revenue share in 2024, and I think that’s conservative. Obviously, it’s a cutthroat market, but given how well Qualcomm has been executing, I believe it can probably do even more. Bigger picture, what Qualcomm is building with on-device, edge and cloud AI could be huge. There are obvious benefits of using on-device AI, including lower latency, better efficiency and inherently better privacy/security. What it’s doing with AWS and others to blend edge and cloud capabilities should lower costs for developers and improve AI scalability. The details Amon and his lieutenants shared during Investor Day were great, but in multiple different areas of AI I’m sure the company is only scratching the surface of what will come in the next few years. Diversification + Discipline = Success What we’re seeing from Qualcomm is the payoff of a smart diversification strategy that’s been implemented with discipline over the past several years. Five years ago, I was questioning what the company could do with AI and with PCs. To its credit, Qualcomm stepped up, hired some pretty incredible people and leaned into the hard work. Today it has an AI-enabled platform—for phones, PCs, IIoT, automotive—that customers can truly leverage. That’s just really, really smart. Of course there are some open questions. For one thing, my colleague Anshel Sag will continue to track what Qualcomm does in XR and spatial computing, which has been one of the Next Big Things in tech for a long time without actually paying off yet. Whenever it does, Qualcomm should be at the heart of it. And although I love what the company is doing on-device and at the network edge, it’s less clear what the strategy is for the datacenter. While we’re at it, I’m also watching closely to see what happens between Arm and Qualcomm on the legal front this month and beyond. At AWS’s recent re:Invent show, the company disclosed that 50% of its new capacity comes from Arm-based Graviton chips. This means 50% Arm and 50% x86. Qualcomm has an incredible core and could leverage this into the datacenter as long as it married it with the right platform and ecosystem. Also, it has placed inference silicon at both AWS and G42, but what could it do if it invested hard there? That may be a bridge too far. Maybe that’s the step after its potential IoT success. All in all, though, Qualcomm’s vision makes sense to me. It did what it said it would do, and now it’s telling the world what’s next. The markets it’s getting into make sense, given its history and its prowess in intellectual property. And then there’s the potential accelerating effect from AI. Several years ago the company decided that it would never again be so reliant on a single market, and now the moves it has made to support that decision are paying off.Moreover, the update includes various quality-of-life improvements and bug fixes to enhance the overall gameplay experience and ensure a smoother and more enjoyable journey through the world of Black Myth: Wukong. From improved performance optimizations to streamlined user interface enhancements, players can expect a more polished and refined gaming experience with this update.News digest: Danko derides hobby horsing as ‘liberal nonsense’
A week ago, Matt Gaetz was on his way to becoming Donald Trump’s avenging angel as U.S. Attorney General, the nation’s top law enforcement official. But now that the former Florida congressman has withdrawn his nomination amid persistent questions about his involvement in a sex scandal involving a 17-year-old girl, his political prospects are not so clear put. Javascript is required for you to be able to read premium content. Please enable it in your browser settings.WEST PALM BEACH, Fla. — Canadian Prime Minister Justin Trudeau said Saturday he had an “excellent conversation” with Donald Trump at his Mar-a-Lago club after the president-elect’s threat to impose significant tariffs on two of America’s leading trade partners raised alarms in Ottawa and Mexico City . It was unclear, as Trudeau headed back to Canada from Florida, whether the conversation had alleviated Trump’s concerns. A person familiar with the details of the leaders’ hastily arranged meeting Friday night said it was a “positive wide-ranging dinner that lasted three hours.” The official, who was not authorized to discuss the matter publicly and spoke to the Associated Press on condition of anonymity, said topics included trade, border security, fentanyl, defense, Ukraine , NATO, China, the Mideast and pipelines, as well as the Group of 7 meeting in Canada next year. The Republican president-elect has threatened to impose tariffs on products from Canada and Mexico if the countries don’t stop what he called the flow of drugs and migrants across their borders. He said he would impose a 25% tax on all products entering the U.S. from Canada and Mexico as one of his first executive orders when he takes office in January. As he was leaving his West Palm Beach hotel, Trudeau stopped briefly to answer a reporter’s question about the dinner meeting, saying it was “an excellent conversation.” Trump’s transition team did not respond to questions about what the leaders had discussed. Trump, during his first term as president, once called Trudeau “weak” and “dishonest,” but it was the prime minister who was the first G-7 leader to visit Trump since the Nov. 5 election. “Tariffs are a crucial issue for Canada and a bold move was in order. Perhaps it was a risk, but a risk worth taking,” Daniel Béland, a political science professor at McGill University in Montreal. Among those at the dinner were Howard Lutnick, Trump’s nominee for Commerce secretary; North Dakota Gov. Doug Burgum, tabbed to lead the Interior Department ; and Mike Waltz, Trump’s choice to be his national security advisor. Accompanying Trudeau were Canada’s public safety minister, Dominic LeBlanc, whose responsibilities include border security, and Katie Telford, Trudeau’s chief of staff. Trudeau had said earlier Friday that he would resolve the tariffs issue by talking to Trump. Mexican President Claudia Sheinbaum said a day earlier after speaking with Trump that she is confident a tariff war with the United States will be averted . Trudeau said Trump got elected because he promised to bring down the cost of groceries but now he’s talking about adding 25% to the cost of all kinds of products including potatoes from Prince Edward Island in Atlantic Canada. “It is important to understand that Donald Trump, when he makes statements like that, he plans on carrying them out. There’s no question about it,” Trudeau said before his leaving for Florida. “Our responsibility is to point out that he would not just be harming Canadians, who work so well with the United States, but he would actually be raising prices for Americans citizens as well and hurting American industry and business,” he added. To Nelson Wiseman, professor emeritus at the University of Toronto, Trump “doesn’t need convincing that new tariffs on Canadian products would not be in U.S. interests. He knows that, but cannot say it because it would detract from what he has said publicly. His goal is to project the image that he gets action when he talks.” Those tariffs could essentially blow up the North American trade pact that Trump’s team negotiated during his first term. Trudeau noted they were able to successfully renegotiate the deal, which he calls a “win win” for both countries. Trump made the tariff threat Monday while citing an influx of migrants entering the country illegally, even though the numbers at the Canadian border pale in comparison to those at the U.S.-Mexico border. Trump also spoke about fentanyl from Mexico and Canada, even though seizures from the Canadian border are few in comparison to the Mexican border. Canadian officials say lumping Canada in with Mexico is unfair but say they are ready to make new investments in border security. When Trump imposed higher tariffs during his first term in office, other countries responded with retaliatory tariffs of their own. Canada, for instance, announced billions of new duties in 2018 against the U.S. in a response to new taxes on Canadian steel and aluminum. Canada was examining possible retaliatory tariffs on certain items from the U.S. should Trump follow through on his threats, a senior Canadian official told the Associated Press in the days before Trudeau’s visit. The person spoke on condition of anonymity, as they were not authorized to speak publicly. Canada is the top export destination for 36 U.S. states. Nearly $2.7 billion worth of goods and services cross the border each day. About 60% of U.S. crude oil imports are from Canada, as are 85% of U.S. electricity imports. Canada is also the largest foreign supplier of steel, aluminum and uranium to the U.S. and has 34 critical minerals and metals that the Pentagon is investing in for national security. Canada is one of the most trade-dependent countries in the world, and 77% of its exports go to the U.S. Associated Press writer Gillies reported from Toronto, Hussein from West Palm Beach, Fla.L3Harris Technologies (NYSE:LHX) Shares Down 0.1% – Here’s What Happened
Despite his humorous façade, Retiring Brother's message carried a deeper resonance - a reminder that individual limitations do not diminish the value or potential of an entire industry. While he may have reached a personal crossroads, Retiring Brother emphasized that his journey was his own, and it did not define the trajectory of the industry as a whole.The integrity of football is paramount, and any violation of the rules threatens to undermine the credibility of the game. It is essential that all clubs, especially the big ones, are held to the same standards and face the same consequences for any wrongdoing. Mourinho's call for justice is a reminder that no team should be allowed to escape punishment just because of their reputation or financial clout.1. Game Character Design:
Timberwolves push back start time vs. Spurs because of issue with game court
Emma Navarro emerged victorious in the battle of billionaire heiresses at the Garden Cup 2024, in front of nearly 20,000 spectators. While Jessica Pegula put up a brave fight at Madison Square Garden, she lost the contest narrowly, largely due to a new strategy. Pegula opted to play more drop shots than she normally does. However, that strategy backfired as she missed most of them, ultimately losing the first set in a tiebreaker. After the first set, Pegula told Tennis Channel that she was trying to copy Carlos Alcaraz, who was to play after her, against Ben Shelton at the same event. Pegula could not be faulted for attempting drop shots frequently since it was an exhibition match. However, the question remains whether she is preparing for the 2025 season with these drop shots. One cannot rule it out, as the US Open 2024 finalist will face stiff competition from the likes of Navarro, a resurgent Coco Gauff, World No.1 Aryna Sabalenka and Elena Rybakina for the upcoming season. It is interesting to see Alcaraz having a profound impact on someone like Pegula, who is nearly 10 years older than him. But this is not the first instance of Pegula showing her admiration for Alcaraz, as she is indeed a huge fan of his. When Pegula had to watch Alcaraz play at Olympics without a seat At the Olympic Games 2024 in Paris, Pegula took a selfie that went viral on social media, and it’s easy to see why. She was at Stade Roland-Garros cheering for the American team. The duo of Rajeev Ram and Austin Krajicek took on Alcaraz and Rafael Nadal in the men’s doubles quarterfinals. Despite Pegula being a part of the American contingent and the daughter of a billionaire, she failed to get a proper seat for that match. But she was sporty enough to post about it, bringing the enthusiast out of her. At the US Open 2023, Pegula was in awe of Alcaraz, admitting that the level of entertainment and excitement he provided to fans was difficult for her to replicate when playing at Arthur Ashe Stadium after him. One thing is for certain. If Pegula takes some tips from Alcaraz on how to play the drop shot more effectively, among other things, she could become a serious contender for Grand Slams in 2025.Last warning: If they don't hear us, we'll switch to "Oreshnik"
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