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SEC filings, financial facts, source resources, and Goglides workspace context for QUALCOMM INC/DE.
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Zscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
OpenQualcomm 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.
OpenArcher has enough liquidity to make the eVTOL race worth watching, but the filings still show a pre-revenue aircraft company burning cash while certification, manufacturing, launch operations, conditional orders, and IP fights decide whether Midnight becomes a
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