“In QCT specifically, when you look at Android Automotive and IoT, we expect normal seasonality both from a quarter-over-quarter and year-over-year perspective.”

In context

“hat we can scale our technology to all those different verticals and we'll probably continue to augment the platform with those types of acquisitions. Operator: Our next question comes from Timothy Arcuri with UBS. Please proceed with your question. Timothy Arcuri: Thanks a lot, Akash. Typically September is like seasonally, it's up kind of mid singles to high singles. I know there's a lot of uncertainty, but is there anything besides just the macro that you would sort of, point us away from thinking of that as like a normal, Q3? Akash Palkhiwala: Yes, Tim, you're right. I mean, as we look at the fourth quarter, obviously the underlying factor there is the macro environment. And so we've reflected the best information we have today and we're going to watch, obviously monitor that closely. In QCT specifically, when you look at Android Automotive and IoT, we expect normal seasonality both from a quarter-over-quarter and year-over-year perspective. And then within the Apple product business, as we've said, we expect our share to go lower in the launches that happen in fall 2025. So we're forecasting approximately 70% share in that launch and the rest of the factors kind of consistent with what you'd expect. Timothy Arcuri: Great. And then just on China, there's a few offsetting factors. I know you did speak about the stimulus helping the market, but there's also tariffs and trade. So how do you handicap your China business? Are you seeing signs of the customers wanting to move away from U.S. suppliers like you and move more to MediaTek? How do you weigh those factors? Thanks. Cristiano Amon: Hey, Tim, thanks for the question. This is Cristiano. Look, at this point, we feel their position is strong because it has to do with how uniqu”