Qualcomm Ruling Puts Fundamental Drivers of Business Model at Risk, Analyst Rasgon Says

The video discusses Qualcomm's business model, emphasizing its reliance on high-margin revenue from chip sales, particularly in the 5G market. It highlights the market's reaction to legal challenges, including a significant sell-off, and the potential impact on Qualcomm's contracts and royalties. The discussion also touches on government involvement and the global 5G race, particularly between the US and China. The video concludes with an analysis of Qualcomm's future prospects, considering the ongoing legal and market challenges.

In what ways might the Apple settlement impact Qualcomm's future contracts?

What potential government actions could influence Qualcomm's business operations?