Sean(@sean_________):Cowen on $QCOM: 6/24 catalyst "already has purchase orders in hand across multiple products, including custom ASICs, CPUs, and customer-specific engagements, such as its HUMAIN deal" "Management pointed to a material revenue ramp beginning in the DecQ (F1Q27) and accelerating more meaningfully in fiscal 2027, with the potential to reach a multibillion-dollar scale."

2026.06.02 14:06

Cowen on $QCOM: 6/24 catalyst "already has purchase orders in hand across multiple products, including custom ASICs, CPUs, and customer-specific engagements, such as its HUMAIN deal" "Management pointed to a material revenue ramp beginning in the DecQ (F1Q27) and accelerating more meaningfully in fiscal 2027, with the potential to reach a multibillion-dollar scale."

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Sean@sean_________

2026.05.27 20:45

$QCOM: Digitimes reporting: "Qualcomm has "more than one" ASIC project customer." "It is understood that another of the four major US cloud service providers (CSPs) is currently collaborating with Qualcomm on a project."

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