Autonomous Vehicles · Qualcomm automotive revenue accelerating toward $1B higher exit rate for 2027

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Bloomberg Tech

Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech

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Qualcomm automotive revenue accelerating toward $1B higher exit rate for 2027

2026-07-30 · 14 company · 14 thematic

sentiment

10 bull2 bear2 neu

speakers

karan kunjur

CEO of K2 Space, building high-power satellites for orbital compute and communications infrastructure.

cristiano amon

Led Qualcomm's diversification from smartphones into automotive, PC, and now data center compute; architect of $40B non-smartphone revenue target.

gabriella borges

Senior equity research analyst covering Microsoft, maintains buy rating with $640 price target.

ryan

Host of the podcast (Long Strange Trip). Previously worked at PTC in the 1990s. Built HubSpot through 'founder mode' flat organization. Experimented with eliminating org charts/titles 4 years in but reverted due to lack of intelligence systems. Now exploring 'Dorsey mode' AI-centered organization.

shweta

Wolf Research managing director analyzing internet sector, provided breakdown of Meta earnings.

mark gurman

Managing editor for Bloomberg's consumer technology team and chief correspondent covering Apple and consumer hardware. He reports on product strategy, devices, and the technology supply chain.

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