QUALCOMM (QCOM) in Distillate Capital Q2 2024

Innovation in 5G and IoT Drives Growth

Apr 15, 2025

Summary

Contributed 0.3% to the U.S. FSV Strategy's relative returns.
Leading position in 5G technology and IoT solutions.
Risks include geopolitical tensions and supply chain disruptions.
Focus on expanding its automotive and IoT segments.

QUALCOMM Incorporated (QCOM, Financial) was a notable contributor in the "distillate capital q2 2024 letter to investors 2024 Q2," reflecting its strong position in the 5G and IoT markets. The company's technological advancements and strategic partnerships have bolstered its market presence and financial performance.

"QUALCOMM's leadership in 5G and its expanding IoT portfolio continue to drive its growth, despite challenges in the global supply chain." — Distillate Capital, Q2 2024 Fund Letter

Read full letter at gurufocus distillate capital q2 2024 letter to investors 2024 Q2 page.

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