Earnings summaries and quarterly performance for QUALCOMM INC/DE.
Executive leadership at QUALCOMM INC/DE.
Cristiano Amon
Detailed
Chief Executive Officer
CEO
AP
Akash Palkhiwala
Detailed
Chief Financial Officer and Chief Operating Officer
AR
Alexander Rogers
Detailed
President, Qualcomm Technology Licensing (QTL) and Global Affairs
AC
Ann Chaplin
Detailed
General Counsel and Corporate Secretary
BA
Baaziz Achour
Detailed
Chief Technology Officer
HA
Heather Ace
Detailed
Chief Human Resources Officer
PG
Patricia Grech
Detailed
Chief Accounting Officer
Board of directors at QUALCOMM INC/DE.
AL
Ann Livermore
Detailed
Director
CY
Christopher Young
Detailed
Director
IR
Irene Rosenfeld
Detailed
Director
JM
Jamie Miller
Detailed
Director
JT
Jean-Pascal Tricoire
Detailed
Director
JH
Jeffrey Henderson
Detailed
Director
MM
Marie Myers
Detailed
Director
MF
Mark Fields
Detailed
Director
MM
Mark McLaughlin
Detailed
Chair of the Board
NS
Neil Smit
Detailed
Director
SA
Sylvia Acevedo
Detailed
Director
ZK
Zico Kolter
Detailed
Director
Research analysts who have asked questions during QUALCOMM INC/DE earnings calls.
JB
Joshua Buchalter
TD Cowen
6 questions for QCOM
Also covers: ADI, AIP, ALGM +15 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
6 questions for QCOM
Also covers: AAPL, ANET, APH +32 more
SR
Stacy Rasgon
Bernstein Research
6 questions for QCOM
Also covers: ADI, AMAT, AMD +6 more
Tal Liani
Bank of America
5 questions for QCOM
Also covers: ANET, CHKP, CIEN +11 more
Timothy Arcuri
UBS
5 questions for QCOM
Also covers: ADI, ALGM, AMAT +17 more
BR
Ben Reitzes
Melius Research LLC
3 questions for QCOM
Also covers: AAPL, AMD, AMKR +9 more
CC
Chris Caso
Wolfe Research LLC
3 questions for QCOM
Also covers: ADI, ALGM, AMAT +12 more
CC
Christopher Caso
Wolfe Research
3 questions for QCOM
Also covers: ADI, ALGM, AMAT +16 more
CM
CJ Muse
Cantor Fitzgerald
3 questions for QCOM
Also covers: ADI, AMAT, AMD +13 more
Ross Seymore
Deutsche Bank
3 questions for QCOM
Also covers: ADI, ALAB, AMBA +14 more
JM
Joseph Moore
Morgan Stanley
2 questions for QCOM
Also covers: ADI, AEVA, ALAB +22 more
Christopher Rolland
Susquehanna Financial Group
1 question for QCOM
Also covers: ADI, AMBA, AVGO +18 more
Recent press releases and 8-K filings for QCOM.
Qualcomm completes acquisition of Alphawave Semi
QCOM
M&A
New Projects/Investments
- Qualcomm has completed the acquisition of Alphawave IP Group plc approximately one quarter ahead of schedule.
- The deal integrates Alphawave’s high-speed wired connectivity technologies with Qualcomm’s Oryon CPU and Hexagon NPU processors.
- Tony Pialis, Alphawave’s co-founder and CEO, will lead Qualcomm’s newly formed data center business.
- The acquisition bolsters Qualcomm’s position in AI compute and connectivity solutions for data centers and other high-growth markets.
7 days ago
Qualcomm completes acquisition of Alphawave Semi
QCOM
M&A
- Qualcomm has completed its acquisition of Alphawave IP Group plc (Alphawave Semi) one quarter ahead of schedule.
- The acquisition aims to accelerate Qualcomm’s expansion into the data center market.
- Tony Pialis, CEO and co-founder of Alphawave Semi, will lead Qualcomm’s data center business.
7 days ago
Qualcomm outlines AI inference roadmap and diversification at UBS conference
QCOM
Product Launch
Guidance Update
New Projects/Investments
- Qualcomm highlighted its entry into the data center inference market with the AI 200 (evolutionary) and AI 250 (purpose-built) accelerators; the first customer deployment is a 200 MW Saudi National AI Co. data center.
- The company is developing a custom CPU head node and a high-density NPU architecture for efficient inference, supported by the Alphawave acquisition to provide scalable connectivity IP and SoC expertise.
- Beyond handsets, Qualcomm is expanding its Snapdragon Digital Chassis in automotive (with BMW stack wins), advancing personal AI devices like smart glasses for agentic experiences, and bolstering industrial IoT via the Arduino acquisition.
- Qualcomm reaffirmed its non-handset revenue target of $22 billion by FY 2029, which has been accelerated by one year, and is planning its business assuming the complete exit of Apple’s modem business by 2027.
Dec 2, 2025, 9:55 PM
Qualcomm details AI200/AI250 data center strategy and growth drivers at UBS 2025 Tech Conference
QCOM
Product Launch
M&A
New Projects/Investments
- Qualcomm is entering the AI inference data center market with the evolutionary AI 200 and purpose-built AI 250 (ramping in 2028), leveraging a custom CPU for the head node and a high-density NPU; first deployment is a 200 MW data center with Saudi National AI Company.
- The Alphawave acquisition adds critical high-speed connectivity IP and a custom SoC team to scale the AI 250 roadmap and execution capacity.
- In adjacencies, auto is driven by a growing design-win pipeline and the Snapdragon Digital Chassis stack with BMW for software-defined vehicles, while personal AI devices like glasses (projected $2 billion of non-handset revenue by 2029) will run low-latency models on-device and heavier tasks in the cloud.
- In handsets, Qualcomm is outpacing a flat 1.2 billion-unit market by targeting the premium/high tier (“share-wallet” strategy), achieving ~75% baseline modem share at Samsung and strong brand preference in India akin to China.
- Qualcomm plans to exit Apple modem supply by the fall 2027 iPhone launch (20% share at the 2026 launch) but remains open to longer supply; its licensing business is supported by one of the world’s largest wireless and connectivity patent portfolios.
Dec 2, 2025, 9:55 PM
Qualcomm reports Q4 2025 loss on $5.7 billion tax charge, posts record annual revenue
QCOM
Earnings
Accounting Changes
Guidance Update
- Qualcomm posted a $3.1 billion net loss in fiscal Q4 2025 due to a one-time, non-cash $5.7 billion tax charge under the One Big Beautiful Bill Act.
- The company achieved record annual revenue of $44.3 billion, up from $39 billion year-on-year.
- QCT segment revenue increased 13% to $9.8 billion, while QTL revenue rose 7% to $1.4 billion in the quarter.
- Adjusted EPS of $3.00 and revenue of $11.27 billion exceeded analyst expectations of $2.88 and $10.79 billion, respectively.
- CFO expects a 13–14% effective tax rate going forward, and Qualcomm forecasts higher revenue and earnings next quarter as it expands into AI accelerator chips for 2026–27.
Nov 6, 2025, 12:02 PM
Qualcomm reports Q4 fiscal 2025 results
QCOM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Q4 non-GAAP revenue of $11.3 B and EPS of $3.00 exceeded the high end of guidance, with Licensing at $1.4 B and QCT at $9.8 B, up 9% sequentially.
- Fiscal 2025 non-GAAP revenue rose 13% YoY to $44 B, EPS increased 18% YoY to $12.03, and record free cash flow of $12.8 B was returned to shareholders.
- QCT delivered record automotive quarterly revenue above $1 B (+17% YoY) and IoT revenues of $1.8 B (+7% YoY); FY 2025 automotive and IoT grew 36% and 22% YoY, respectively.
- Q1 FY2026 guidance: revenue $11.8–$12.6 B, non-GAAP EPS $3.30–$3.50, QCT revenue $10.3–$10.9 B with 30–32% EBT margins, and Licensing revenue $1.4–$1.6 B.
- On track for fiscal 2029 targets of $8 B in automotive and $14 B in IoT revenue, supported by expanded AI PC, smart glasses, and edge-to-cloud AI initiatives.
Nov 5, 2025, 9:45 PM
Qualcomm reports strong Q4 2025 results
QCOM
Earnings
Guidance Update
Product Launch
- Qualcomm delivered Q4 revenues of $11.3 B and non-GAAP EPS of $3, both above guidance; FY 2025 non-GAAP revenues rose 13% YoY to $44 B and EPS grew 18% to $12.03.
- QCT segment posted $9.8 B in Q4 revenues (+13% YoY) and record automotive revenues > $1 B, with IoT revenues of $1.8 B (+7% YoY).
- Generated record free cash flow of $12.8 B in FY 2025, returning nearly 100% to shareholders via repurchases and dividends.
- Q1 FY 2026 guidance: revenues $11.8 B–$12.6 B and EPS $3.30–$3.50, with QCT revenues of $10.3 B–$10.9 B and EBT margins of 30%–32%.
- Launched Snapdragon 8 Elite Gen 5 mobile platform and new laptop SoCs (X2 Elite/Elite Extreme); unveiled AI inference SoCs AI200 and AI250 for data center inference entry.
Nov 5, 2025, 9:45 PM
Qualcomm reports Q4 2025 results
QCOM
Earnings
Guidance Update
Product Launch
- Q4 2025 non-GAAP revenues of $11.3 billion and EPS of $3.00, both exceeding the high end of guidance.
- QCT segment delivered $9.8 billion in Q4 revenue (up 9% sequentially); achieved record automotive revenues (> $1 billion) and FY 2025 QCT revenues of $38.4 billion (+16% YoY), with automotive +36% and IoT +22% growth.
- Full-year fiscal 2025 non-GAAP revenues of $44 billion (+13% YoY), EPS of $12.03 (+18%), and record free cash flow of $12.8 billion, returning ~100% to shareholders.
- First-quarter FY 2026 guidance: revenues of $11.8 billion–$12.6 billion and EPS of $3.30–$3.50, with QCT revenues expected to be $10.3 billion–$10.9 billion.
- Product launches: Snapdragon 8 Elite Gen 5 platform for flagship AI smartphones; Snapdragon X2 Elite and X2 Elite Extreme for AI PCs; and AI inference SoCs AI200 and AI250.
Nov 5, 2025, 9:45 PM
Qualcomm announces Q4 and FY 2025 results
QCOM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Qualcomm reported Fiscal 2025 revenues of $44.3 B, up 14% year-over-year, GAAP EPS of $5.01 (down 44%) and Non-GAAP EPS of $12.03 (up 18%).
- In Q4, revenues were $11.27 B, up 10% YoY; GAAP diluted loss per share was $(2.89) (reflecting a $5.7 B deferred tax valuation allowance) versus Non-GAAP EPS of $3.00, +12% YoY.
- QCT segment achieved record FY revenues of $38.37 B (+16% YoY), with Non-Apple revenues up 18% and combined Automotive & IoT revenues up 27%.
- For Q1 FY 2026, Qualcomm guides to revenues of $11.8 B – $12.6 B and Non-GAAP diluted EPS of $3.30 – $3.50.
Nov 5, 2025, 9:01 PM
Qualcomm launches AI200 and AI250 chips for data center AI inference
QCOM
Product Launch
- Qualcomm unveils AI200 and AI250 inference-optimized chips for data center AI, with commercial availability in 2026 and 2027.
- The AI200 supports up to 768 GB of LPDDR memory per card, optimized for large language and multimodal model inference.
- The AI250 employs a near-memory computing architecture delivering over 10× higher effective memory bandwidth and reduced power consumption.
- Solutions include accelerator cards and racks featuring direct liquid cooling, PCIe/Ethernet scalability, confidential computing, and a 160 kW power cap.
- Saudi AI company Humain is the first customer, planning to deploy 200 MW of compute starting in 2026.
Oct 27, 2025, 2:18 PM
Quarterly earnings call transcripts for QUALCOMM INC/DE.
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