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Qualcomm, Clinical Cloud-Based Software

September 10, 2013 | About:

Qualcomm Inc. NASDAQ (QCOM) is a global leader in supplies of chips for cellphones. The 2013 outlook looks very promising with profits posted at 36% YOY rise and revenues at 29% upsurge, completing nearly $2 billion revenue last fourth quarter. The industry as a whole last Thursday closed the day up 1.1%. By the end of trading, Qualcomm rose $0.71 (1.1%) to $65.27 on average volume. Throughout the day, 10,978,535 shares of Qualcomm exchanged hands as compared to its average daily volume of 13,646,300 shares. The stock ranged in a price between $64.31-$65.48 after having opened the day at $64.78 as compared to the previous trading day's close of $64.56

Qualcomm sustains global demand for its integrated circuit products. Its customer base includes giants such as Apple Inc. (NASDAQ:AAPL), Ingram Micro Inc. (NYSE: IM), Samsung (SSNLF:PK) and BlackBerry (NASDAQ:BBRY). The company is capitalizing on the rise of smartphones and 4G. QCOM is set to begin trading ex-dividend March 06, 2013. A cash dividend payment of $0.25 per share is scheduled to be paid for March 27, 2013. 2013's expected earnings are at $4.35 a share. A new $5 billion share buyback program has also been initiated to replace its existing $4 billion program with $2.5 billion remaining for repurchases. The repurchase program has no expiration date. Qualcomm's daily earnings are at $65.86 - $66.65 with earnings at a 52 week range $53.09 - $68.87. The company expects annual earnings to be $24 billion.

A company committed to innovation, willing to build their capabilities, and open to a new view of value will likely be the first to reap the rewards of big data and help patients achieve better outcomes. Over the last decade, pharmaceutical companies have been aggregating years of research and development data into medical databases, while payors and providers have digitized their patient records.

eMarketer estimates that digital pharma US ad spending will reach $1.19 billion in 2013 and climb to $1.33 billion by 2016. 2012 marked a year of many opportunities in digital health enjoying high growth rates over the past twelve months. Digital health investments for software rose 19 percent and digital health grew 45 percent. Personal health tools and health tracking totaled $143 million. Consumer engagement was at $237 million. The market has also remained cautious in its investment strategies following regulations and standards.

Qualcomm is a company that leads investing in digital health. A forecast of 5 billion sales of smartphones are expected from Qualcomm between 2012 and 2016. The mHealth partnership shows investors Qualcomm's market capabilities where the company is able to lead ahead of its rivals.

Qualcomm Life's 2net Platform is an FDA-listed, Class I Medical Device Data System (MDDS) that will enable millions of consumers to connect to the device. The WebMD and Qualcomm Life collaboration will help consumers sync data collected and give consumers the opportunity to take charge of their health via a technology ecosystem of digital health apps and third-party devices.

For investors, Qualcomm understand the benefits of cloud services. It seems there are numerous questions unresolved. Over the last decade, pharmaceutical companies have been aggregating years of research and development data into medical databases, initiating overhauls of its R&D and selling, general and administrative (SG&A) segments for Pharma. A company willing to build their capabilities, and open to a new view of value will likely achieve better outcomes. Delivering support, personalization, scalability, speed and flexibility are attractive areas for growth.

Is senior management able to significantly impact by, and address to guide appropriate R&D investment decisions to its organizations?

Qualcomm is a global leader in supplies of chips for cellphones. Founded in 1985, QUALCOMM is an American telecommunications company that specializes in digital wireless telecommunications products. So, this company has a hand in everything from mobile phone components to chat programs to operating systems. Over the past 10 years, the company has made at least nine high-profile acquisitions, increasing the company's exposure to various wireless technology applications. This company brought in just under $15 billion in sales in 2011 and employs 21,200 worldwide.


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