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.

Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Google, Microsoft, and Qualcomm. Motley Fool newsletter services recommend Apple, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.