Qualcomm just released its first-quarter financial results for fiscal year 2025, covering the period from October to December 2024, and it has made some bold claims to investors. According to analyst Sravan Kundojjala, the company said that 10% of Windows PC sales in the U.S., worth $800 and above, are powered by Snapdragon X chips. This is quite an assertion, especially as it only captured 0.8% percent of the market in the third quarter of 2024, having only sold 720,000 units.
- Auto revenue up 61% y/y to $961M; 6 quarters of q/q growth- On track for $4B+ revenue target for FY26- IoT revenue up 36% y/y to $1.5B; 3 quarters of q/q growth- 80 PC designs (planned/launched) for ’25; 100+ designs in ‘26- Claims 10% Windows PC retail share in the US…February 6, 2025
