The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker discusses topics around the investing world.
In today's edition Eric takes a look back at Apple's earnings now that we've seen other major mobile players report earnings. In particular, he says Apple investors should take a close look at Qualcomm's earnings. The company is the IP giant of the mobile world, so its results give a number of insights into the mobile industry. In its past quarter, Qualcomm emphasized smartphone growth within China itself. That hints toward what will be driving Apple's results in the quarter ahead: growth inside markets such as Brazil and China, where the iPhone 4S saw either limited or no availability in the blowout holiday quarter.
Apple is readying to ride growth in China to another blowout quarter, but it's just one opportunity within this exploding market. The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that's also absolutely dominating the exploding tech market in China. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, but you can be among the first to access this just-released report by clicking here -- it's free.
