QCOM
QUALCOMM Incorporated
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for QUALCOMM Incorporated.
Coverage
Qualcomm Beat Its GAAP EPS Ceiling by $0.41. Investments Contributed $0.57.
Qualcomm beat its GAAP ceiling by $0.41 — $0.57 of it from the investment segment. Handsets fell $1.24B and operating income fell 41% on a 4% revenue decline.
Qualcomm Guided Two Earnings Numbers for the Same Quarter, 84 Cents Apart. The Consensus Is on Neither.
Qualcomm guided GAAP and non-GAAP EPS 84 cents apart for one quarter, and the $1.54 consensus sits between them on a third basis. China bottoms now, said April.
Where the revenue goes next
Latest: $9.95B (2026Q3)
| Period | Value |
|---|---|
| 2024Q1 | $9.94B |
| 2024Q2 | $9.39B |
| 2024Q3 | $9.39B |
| 2024Q4 | $10.24B |
| 2025Q1 | $11.67B |
| 2025Q2 | $10.98B |
| 2025Q3 | $10.37B |
| 2025Q4 | $11.27B |
| 2026Q1 | $12.25B |
| 2026Q2 | $10.60B |
| 2026Q3 | $9.95B |
Latest: $1.87 (2026Q3)
| Period | Value |
|---|---|
| 2024Q1 | $2.46 |
| 2024Q2 | $2.07 |
| 2024Q3 | $1.88 |
| 2024Q4 | $2.58 |
| 2025Q1 | $2.83 |
| 2025Q2 | $2.52 |
| 2025Q3 | $2.43 |
| 2025Q4 | -$2.90 |
| 2026Q1 | $2.78 |
| 2026Q2 | $6.88 |
| 2026Q3 | $1.87 |
Latest: 21.4 (2026Q3)
| Period | Value |
|---|---|
| 2024Q1 | 20.6 |
| 2024Q2 | 22.7 |
| 2024Q3 | 27.2 |
| 2024Q4 | 18.7 |
| 2025Q1 | 16.6 |
| 2025Q2 | 15.3 |
| 2025Q3 | 14.9 |
| 2025Q4 | 34.6 |
| 2026Q1 | 28.0 |
| 2026Q2 | 14.0 |
| 2026Q3 | 21.4 |
Latest: $495M (2026Q3)
| Period | Value |
|---|---|
| 2024Q1 | $2.73B |
| 2024Q2 | $3.37B |
| 2024Q3 | $2.67B |
| 2024Q4 | $2.39B |
| 2025Q1 | $4.31B |
| 2025Q2 | $2.34B |
| 2025Q3 | $2.58B |
| 2025Q4 | $3.59B |
| 2026Q1 | $4.42B |
| 2026Q2 | $1.92B |
| 2026Q3 | $495M |
Latest: 1.05B (2026Q3)
| Period | Value |
|---|---|
| 2024Q1 | 1.13B |
| 2024Q2 | 1.13B |
| 2024Q3 | 1.13B |
| 2024Q4 | 1.11B |
| 2025Q1 | 1.12B |
| 2025Q2 | 1.11B |
| 2025Q3 | 1.10B |
| 2025Q4 | 1.10B |
| 2026Q1 | 1.08B |
| 2026Q2 | 1.07B |
| 2026Q3 | 1.05B |
Latest: $30.81B (2026Q3)
| Period | Value |
|---|---|
| 2024Q1 | $2.73B |
| 2024Q2 | $6.11B |
| 2024Q3 | $8.77B |
| 2024Q4 | $11.16B |
| 2025Q1 | $15.47B |
| 2025Q2 | $17.81B |
| 2025Q3 | $20.39B |
| 2025Q4 | $23.98B |
| 2026Q1 | $28.40B |
| 2026Q2 | $30.31B |
| 2026Q3 | $30.81B |
Latest earnings
Company History
Irwin Jacobs and team establish company focused on wireless communications; pioneers CDMA technology.
CDMA becomes global 3G standard; Qualcomm builds massive patent portfolio and licensing (QTL) revenue stream.
Introduces Snapdragon processors; shifts from pure IP/licensing to fabless semiconductor design, capturing handset market.
FTC/Apple antitrust battles over licensing practices; $4.5B-$4.7B settlements; reinforces patent strength.
Acquires Nuvia for custom CPU tech; strengthens Arm-based designs for PCs and beyond.
Enters Arm-based Windows PCs with high-performance, efficient chips; challenges Intel/AMD in laptops.
Automotive revenues surpass $1B quarterly; strong IoT growth; narrative evolves to 'beyond mobile'.
Q1 FY2026 record revenues; Alphawave acquisition accelerates data center entry; short-term memory shortage headwinds but confident in $22B non-handset target by 2029.
Key Players
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Funds we follow holding QCOM
By latest reported 13F position value. Market value at quarter-end, not cost basis.
