Qualcomm 2Q17 Earnings Call Notes

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Steve Mollenkopf Millimeter wave will be table stakes for 2019 5G launches “We now believe that both millimeter ways and sub-6 gigahertz capability will be table stakes for 2019 5G launches. The modem technology and complexity is increasing and we … Continued

T-Mobile 2Q17 Earnings Call Notes

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John Legere Verizon and AT&T are choking on their unlimited launches “Amazingly, Verizon fell behind AT&T in terms of download speed. Both Verizon and AT&T are completely choking in the wake of their unlimited launches and have seen significant network … Continued

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