@PeterSikachev @ParadisLabs $QCOM CEO said the deal is multi billions of rev in FY27, just for this. That's not compatible with the (wrong) interpretation that IA is saying
https://t.co/0Imqzl2URC
@stocksandbjj@RagingVentures CEO said the deal datacentre revenue will be multiple billions in FY27 (December q which is their new year) which is meaningful and big
@rossiadam actually checking the analyst reports the max anyone put in was $1.5bn and most put zero. Going to be funny when the tech validation gets realised by this order in June and they start ramping 4-5bn in DC revenue next year. Put that on a 25x multiple on $13 FY28 f/casts
@citrini@zephyr_z9 Not well recognised today but Mr CEO said to Bloomberg its one of the big 3 hyperscalers and the expected contribution for fiscal 2027 would be multiple billions to count as 'material' as he described it $QCOM https://t.co/H1avGzqKPA