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      <title>Qualcomm Q3: A 10-Year BMW Deal Landed the Day the Apple Cliff Steepened</title>
      <link>https://mediapresser.com/qualcomm-q3-a-10-year-bmw-deal-landed-the-day-the-apple-cliff-steepened/</link>
      <pubDate>Thu, 30 Jul 2026 00:00:00 +0000</pubDate>
      
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      <description>Qualcomm reported third-quarter revenue of $9.95 billion, down 4% year over year, guided fourth-quarter profit below consensus, and said revenue from Apple will decline faster than it previously expected. The stock fell more than 7% after hours. Earlier the same day, the company disclosed a ten-year agreement to supply chips for BMW&amp;rsquo;s future digital cockpit and advanced driver-assistance systems. Both disclosures are accurate descriptions of the company. They are describing different decades.</description>
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      <title>Qualcomm Signs a 10-Year Deal for BMW&#39;s Digital Cockpit and Driver Assistance</title>
      <link>https://mediapresser.com/qualcomm-signs-a-10-year-deal-for-bmws-digital-cockpit-and-driver-assistance/</link>
      <pubDate>Thu, 30 Jul 2026 00:00:00 +0000</pubDate>
      
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      <description>Qualcomm has signed a ten-year agreement to supply chips for BMW&amp;rsquo;s future digital cockpit and advanced driver-assistance systems, extending a relationship that already produced a jointly developed automated driving stack into the next generation of the manufacturer&amp;rsquo;s software-defined vehicle architecture.
Ten years is an unusual public commitment length even by automotive standards, and it reflects how the qualification process actually works. A cockpit and driver-assistance platform is validated as a system: silicon, board design, thermal envelope, operating system, safety certification, and the toolchain the manufacturer&amp;rsquo;s own software teams build against.</description>
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