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The FTC Case, the Apple Battle Royale, and Where QUALCOMM Goes from Here


Thursday, February 28, 2019 at 11:00 am EST | 4:00 pm GMT

During this live session, CFRA discussed QUALCOMM Inc. (QCOM) and Legal Edge, hosted by the head of CFRA Legal Edge, Nick Rodelli. 

CFRA has a strong track record of actionable calls on QUALCOMM at major inflection points over the past 12 years (80% hit rate, 28.8% average alpha), and has closely followed the FTC v. QUALCOMM trial, the Apple v. QUALCOMM San Diego federal court case, and related litigation.

During this session, Nick Rodelli and the CFRA team discussed: 

  • Our views on the FTC v. QUALCOMM case, including an assessment of the FTC’s evidence, QUALCOMM’s defenses, our thoughts on presiding Judge Lucy Koh, the range of scenarios from Judge Koh’s ruling, and timing-related issues
  • Our thoughts on the Apple/QUALCOMM licensing and litigation dispute, including possible impacts from the FTC case, the April 2019 Apple v. QUALCOMM San Diego trial, and settlement prospects
  • Our take on a widely circulated negative research report on QUALCOMM, issued in late January 2019
  • Business intelligence gleaned from the FTC trial and related litigation
  • A brief overview of Legal Edge


Presented by:

  • Nicholas Rodelli, Head of Legal Research, CFRA
  • Brendan McAuley, Head of Account Management, CFRA


About Us: Nick Rodelli has led CFRA’s Legal Edge team for 12 years and previously worked at two major litigation firms before spending time on the buy-side as an investor. The Legal Edge approach combines the law and investing disciplines, uniquely placing legal issues in a market-relevant context.