QCOM News
Latest updates and analysis for QUALCOMM Incorporated
February 2026
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 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.
Qualcomm Forecasts Quarterly Results Below Estimates on Memory Shortage
Q2 revenue/profit guidance below consensus amid rising memory prices and supply crunch hitting handset OEMs; no expected impact on emerging data center business.
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 (QCOM) Q1 2026 Earnings Call Transcript
Full breakdown of record results with flagship Snapdragon launches, automotive momentum (second $1B+ quarter), PC updates (Snapdragon X2), and AI device traction.