QCOM News
3 R40 articles on QUALCOMM Incorporated (QCOM), the latest published Sep 9, 2026.
R40 Coverage
News
Amazon Pays $4.03 Billion to Exercise. Our Model Sits 25% Under Qualcomm's $5 Billion Target.
Qualcomm gave Amazon 25m warrant shares at $161.26. The $4.03B is what Amazon pays in; 85% is unvested; our base case sits $1.2B under the $5B target.
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News
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.
R40
News
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.
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