Where Mobile is Heading with Qualcomm’s Bill Davidson

Chris Versace

Chris Versace is a financial columnist and equity analyst with more than 20 years of experience in the investment industry.
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Welcome to another edition of PowerTalk. I’m your host Chris Versace, editor of the investment newsletter PowerTrend Profits and portfolio manager of the Thematic Growth Portfolio at Fabian Wealth Strategies, and these are my one-on-one conversations with the movers and shakers in the business world that take you behind the scenes and in the know. Be sure to check out ChrisVersace.com for more on PowerTrends and past editions of PowerTalk, as well as FabianWealth.com for more on my Thematic Growth Portfolio.

It seems that no matter where you look today, someone you know is on a smartphone or tablet:

  • Checking email, sending a message or a tweet on Twitter (TWTR) or taking a selfie to upload on Facebook (FB)
  • Trading stocks on TD Ameritrade (AMTD), paying bills or depositing a check or two to Bank of America (BAC) or Banco Bilbao Vizcaya Argentaria SA (BBVA)
  • Streaming a movie on Netflix (NFLX), shopping on Amazon (AMZN), downloading a game or getting directions
  • They may even be making a phone call or a video call via Microsoft’s (MSFT) Skype or Apple’s (AAPL) FaceTime

When you think about it, it is pretty amazing how mobile technology has transformed our lives.

What’s even more amazing is that the change we have seen thus far has really been due to three devices — the mobile phone, the smart phone and, more recently, the tablet.

When I take a step back and see how increasingly reliant we are on mobile technology, it looks more and more akin to electricity or water… it’s becoming a greater part of our lives, something you can’t live without. That makes mobile a key cornerstone of my Always On, Always Connected PowerTrend.

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Joining me on PowerTalk to discuss the state of the mobile industry today, and where it’s headed tomorrow, is longtime friend Bill Davidson from Qualcomm, Inc. (QCOM), a key technology company in the mobile revolution. Bill is a senior vice president of Strategy and Operations at Qualcomm Technologies, and he also heads up Qualcomm’s Investor Relations. I’ve known Bill for more than a decade, and I’ve found him to be a fountain of information and insight over the years.

During our conversation, we talk about the existing mobile markets and why there is plenty of growth left in smartphones and tablets. We also discuss a number of up-and-coming mobile markets — The Connected Car, The Connected Home, wearables, mHealth, mobile payments and more. With all of these new markets coming on stream, you’re right to think that this will put a huge burden on mobile operators like Verizon, AT&T and others, but as Bill shares, Qualcomm is already tackling that particular pain point.

After today’s PowerTalk that truly takes you behind the scenes and in the know when it comes to mobile and to Qualcomm, you’ll see that we are still only in the early innings of the mobile revolution.

Disclosure: Qualcomm Inc. (QCOM) shares were recommended to subscribers of my investment newsletter PowerTrend Profits last April at $64.01.

NOTE: Fabian Wealth Strategies is a Securities and Exchange Commission-registered investment adviser, and is not affiliated with Eagle Publishing.

Listen to my behind-the-scenes PowerTalk conversation now, so you are even more in the know:

Access prior PowerTalk interviews here:

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