Comparison of Qualcomm and Western Digital Earnings and Business Models
WDC Western Digital Corp
$289.78 +9.86%
View chart & analysis → - 1Qualcomm's revenue for fiscal year 2026 was approximately $43.1 billion, representing a decrease of about 2.6% compared to fiscal year 2025.
- 2Western Digital's revenue for fiscal year 2026 was approximately $12.9 billion, an increase of nearly 35.7% compared to the previous year.
- 3Erin Kennedy chose Qualcomm, judging that demand for data and memory storage is closely linked to AI demand and sits on the boundary between a boom and a bubble.
So what's the key point?
Qualcomm's revenue decreased by about 2.6% compared to the previous year. This means Qualcomm was chosen while checking if the AI demand is a bubble.
Source MarketWatch +2 · View original ↗
Today's 5 AI picks, all freeNothing hidden: past picks and how they did against the S&P 500.