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SEC filings, financial facts, source resources, and Goglides workspace context for QUALCOMM INC/DE.
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Qualcomm reported FY2025 revenue of $44.3 billion and fiscal Q2 2026 revenue of $10.6 billion. The thesis depends on handset durability, licensing economics, automotive and IoT diversification, AI edge demand and capital returns.
OpenA Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenA Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenAudioEye sits in a useful corner of software: websites and mobile apps keep needing accessibility testing, monitoring and remediation. The appeal is $41.2 million of ARR, about 78% GAAP gross margin and positive operating cash flow. The catch is that AEYE is s
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