QCOM
QUALCOMM Incorporated
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for QUALCOMM Incorporated.
Qualcomm delivered record Q1 FY2026 revenues of $12.3B with automotive hitting $1.1B (record quarter) and IoT growing 9%. But shares plunged 8% after weak Q2 guidance — the global DRAM shortage is diverting memory supply to AI data centers, constraining smartphone production. CEO remains confident: data center revenue starting fiscal 2027, and the $22B non-handset revenue target by 2029 is on track. The Alphawave Semi acquisition accelerates data center push. Memory shortage is demand deferral, not destruction.
Latest Coverage
Qualcomm (QCOM) Deep Dive: Navigating the 8.5% Plunge and the Global Memory Famine
Analysis of sharp correction after guidance miss; highlights record automotive/IoT performance and on-device AI momentum, but memory bottleneck risks deferring handset sales into 2027.
Qualcomm Q1 FY 2026 Earnings: Record Revenue, Memory Headwinds
In-depth segment review: QCT $10.6B (+5%), handsets $7.8B (+3%), automotive $1.1B (+15%), IoT $1.7B (+9%); Alphawave integration for data center acceleration.
A Money Making Strategy for Qualcomm's Memory Crisis
Memory shortage as temporary deferral of demand; highlights automotive/IoT acceleration (>35% growth expected Q2), $22B combined target by 2029, attractive valuation (<12x forward earnings).
Qualcomm Stock Sinks 8% as Company Issues Dire Warning on Memory Shortage
Post-earnings plunge tied to AI data center demand eating memory supply for consumer devices; CEO confident in data center revenue starting fiscal 2027.
Qualcomm Announces First Quarter Fiscal 2026 Results
Record revenues of $12.3B (up 5% YoY), non-GAAP EPS $3.50 beat estimates; driven by strong automotive ($1.1B, record quarter) and IoT growth.
Qualcomm Stock Sinks as Memory Shortage Drags on Forecast
Shares fell sharply after Q2 guidance of $10.2B-$11B revenue missed estimates due to global DRAM shortage diverting supply to AI data centers.
Earnings release dates
| Quarter | End date | Publication date | Source |
|---|---|---|---|
| 2026 Q1 | 2025-12-28 | 2026-02-04 | Link |
| 2025 Q4 | 2025-09-28 | 2025-11-05 | Link |
| 2025 Q3 | 2025-06-29 | 2025-07-30 | Link |
| 2025 Q2 | 2025-03-30 | 2025-05-07 | Link |
| 2025 Q1 | 2024-12-29 | 2025-02-05 | Link |
| 2024 Q4 | 2024-09-29 | 2024-11-06 | Link |
| 2024 Q3 | 2024-06-30 | 2024-07-31 | Link |
| 2024 Q2 | 2024-03-31 | 2024-05-01 | Link |
| 2024 Q1 | 2023-12-31 | 2024-01-31 | Link |
Company History
Key Players
Short interest data unavailable for QCOM.
