Revenue segments as reported by the company.

Equipment & Services

Licensing

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Other Expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

QUALCOMM

QUALCOMM, Inc. engages in the development, design, and provision of digital telecommunications products and services. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for the use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Qualcomm reports $9.5B revenue in Q1, eyes $700B market expansion

Qualcomm's Q1 performance reflects a mix of revenue growth and challenges in specific segments, with a strong focus on innovation and cost management. The company's strategic initiatives in automotive, mobile platforms, and IoT demonstrate its commitment to long-term growth. Despite industry challenges, Qualcomm remains optimistic about its growth prospects beyond 2023.

Qualcomm reports solid Q2 earnings, eyes growth in 5G and AI

Qualcomm's Q2 performance was solid, with strong revenues and earnings meeting guidance. Despite challenges in the semiconductor industry and weaker handset demand affecting Q3 guidance, the company remains optimistic about growth opportunities in 5G, AI, and partnerships. Qualcomm's focus on diversification, operational efficiency, and technology leadership positions them well for long-term success.

QUALCOMM exceeds Q3 earnings expectations, plans for gen AI products

QUALCOMM's Q3 earnings call showcased strong financial performance, strategic collaborations, and product successes, while facing challenges from inventory headwinds and market uncertainties. The company is focused on executing its strategy, maintaining a strong product roadmap, and preparing for market rebound with gen AI capable products.

Qualcomm surpasses Q4 expectations, eyes 5G growth and IoT

Qualcomm's Q4 performance exceeded expectations, driven by strong chipset and licensing revenues.
The company is well-positioned for future growth with key collaborations and technology advancements.
Challenges include regulatory monitoring and cost management amidst market stabilization.
Opportunities lie in 5G growth, IoT dynamics, and maintaining competitive edge in Android sales.

Qualcomm surpasses Q1 expectations, eyes growth in automotive and AI

Qualcomm's Q1 performance exceeded expectations, driven by strong chipset sales and strategic partnerships.
Despite short-term challenges, Qualcomm remains optimistic about its technology, products, and growth trajectory.
The company's focus on automotive innovation, AI potential, and 5G advancements positions it well for future opportunities.

QUALCOMM surpasses Q2 expectations, eyes growth in China and IoT

QUALCOMM's Q2 performance exceeded expectations, driven by strong chipset revenues and advancements in AI applications.
While facing challenges in aligning long-term targets, the company remains optimistic about growth opportunities in China, IoT, and automotive sectors.
The focus on technology innovation, product diversification, and market expansion underscores QUALCOMM's commitment to driving shareholder value.

QUALCOMM excels in Q3 2024, showcasing innovation and market leadership

QUALCOMM's Q3 2024 performance reflects strong revenue growth, market leadership in chipsets, and strategic partnerships in key sectors
Strengths lie in product innovation, ecosystem collaborations, and diversification efforts beyond mobile, enhancing Qualcomm's competitive edge
Challenges include market competition, AI integration targets, and integration complexities in diversification, requiring strategic focus and agility
Opportunities in AI, automotive, industrial IoT, and XR markets position Qualcomm for sustained growth and technological advancement

QUALCOMM posts strong Q4 earnings, eyes growth in AI and automotive

QUALCOMM's Q4 2024 earnings reflect robust financial performance, driven by strong revenues and strategic product launches. While the company faces competition and market challenges, its focus on innovation and diversification positions it well for future growth. With opportunities in the handset and automotive markets, Qualcomm is poised for continued success in the evolving tech landscape.

Revenue

Cost of revenue

Gross profit

Operating expenses

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm will supply Apple's smartphone modem chips through 2026. The deal ensures that a valuable revenue stream for Qualcomm will persist for the next few years.

Why Qualcomm Stock Was Moving Higher Today

Apple

Apple has agreed to use Qualcomm 5G modems in its iPhones through 2026.

Apple Extends Modem Deal with Qualcomm Ahead of iPhone 15 Launch

Is it time for semiconductor investors to drop this chip stock?

Is It Time to Sell Qualcomm Stock? New Huawei Phone and Other Important Updates

Qualcomm (QCOM) is increasingly focusing on the seamless transition to a connected processor company for the intelligent edge with a diversified revenue stream.

Qualcomm (QCOM) Down on China Woes: Should Investors Worry?

QUALCOMM, Inc. (NASDAQ:QCOM) stock was up more than 5% as the iPhone manufacturer was boosted at the start of a pivotal week for Apple. The chip manufacturer, in a statement, told investors that it had secured its engagement with Apple to make modem chips - SnapDragon 5G modem-RF - for Apple until at least 2026, extending its existing arrangement for another three years.

Qualcomm stock surges as it gets iPhone chip boost

Chip maker Qualcomm will supply Apple with 5G chips for smartphone launches in 2024, 2025, and 2026. Its stock is reversing recent declines.

Qualcomm to Supply Apple With iPhone Chips Through 2026. The Stock Is Flying.

Qualcomm on Monday said it had signed a new deal with Apple to supply 5G chips to the iPhone maker until at least 2026.

Qualcomm to supply Apple with 5G chips until 2026 under new deal

Qualcomm Inc. will supply modem chips for Apple Inc.'s iPhones for at least three more years, removing a financial pothole in Qualcomm's path and suggesting Apple's attempt to make its own chips is moving slower than expected.

Qualcomm will make Apple's iPhone modems until 2026, and its stock is surging

Wall Street analysts and Qualcomm officials had previously said they expected Apple to use an internally developed 5G modem starting in 2024.

Qualcomm says it will supply Apple with 5G modems for iPhones through 2026

SAN DIEGO , Sept. 11, 2023 /PRNewswire/ -- Qualcomm Technologies, Inc. today announced that it has entered into an agreement with Apple Inc. to supply Snapdragon® 5G Modem‑RF Systems for smartphone launches in 2024, 2025 and 2026.

Qualcomm Announces Agreement with Apple for Chip Supply

ASML Hld

Monolithic Power Systems

Nowadays, as technology continues to advance, so does the need for semiconductors. Fortunately, the daring companies within this sector are responsible for creating the most efficient, powerful, and capable semiconductors.

The 3 Best Semiconductor Stocks to Buy Now: September 2023

Intel

Taiwan Semiconductor Manufacturing

NVIDIA is a popular chip stock due to its role as a supplier of GPUs/accelerator chips to the AI industry. Despite delivering a massive earnings beat, NVIDIA's stock has not performed well since its Q2 release came out. In this article I explore alternative AI chip stocks that are cheaper than NVIDIA, and offer unique opportunities.

Shovels In A Gold Rush: 3 Cheap AI Chip Stocks

Applied Materials

Broadcom

IPG Photonics

Lam Research

Las Vegas Sands

NXP Semiconductors

Western Digital

Wynn Resorts

China's "stalling" economy is putting some US companies at risk, according to Bank of America. High rates of youth unemployment and recent property defaults have put pressure on the Chinese economy.

These 10 stocks have the most exposure to China's 'stalling' economy, BofA warns

Albemarle

Corning

ON Semiconductor

Texas Instruments

Viatris

If you think Apple has a big "China problem" — you'll be shocked to know it's tiny compared with some other S&P 500 companies.

10 U.S. Companies Face Much Larger Problems In China Than Apple

A smartphone developed in China possessed a remarkably advanced processor, suggesting the tech bypassed U.S. sanctions. Some in Congress are calling for additional restrictions on semiconductors and the necessary manufacturing equipment, to keep the tech from falling into the hands of U.S. rivals.

Why Qualcomm, Taiwan Semiconductor, ASML, and Other Semiconductor Stocks Slumped Today

Alibaba

General Motors

Lyft

PayPal

Waste Management

As a rule of thumb, investors ought to consider securities with strong volume and chart mobility as opposed to sleeper stocks. It's like baseball.

The 7 Best Sleeper Stocks to Buy Now: September 2023

The extended partnership between Qualcomm (QCOM) and BMW promises to redefine the future of in-vehicle experiences and safety.

Qualcomm's (QCOM) Partnership With BMW Drives Innovation

The CEO of U.S. chip giant Qualcomm thinks artificial intelligence could give the smartphone market a fresh lease on life.

Qualcomm CEO says AI may breathe new life into smartphones: 'It could create a new upgrade cycle'

Atlanta Braves Holdings Inc

Energy Transfer LP Unit

Liberty Media Corp-Liberty Formula One

Globalstar

Liberty Media Corp-Liberty SiriusXM

Cassava Sciences Inc

Sirius XM Holdings Inc

Workday

Energy Transfer LP, Cassava Sciences, and PENN Entertainment Inc. were discussed in last week's insider trades update. CEO of Sirius XM Holdings Inc., Jennifer Witz, purchased 250,000 shares for over $1 million. Lyft, Inc. shares have risen nearly 20% since the introduction of new CEO David Risher in April, and insiders like the stock also.

Week Of 08/28 Notable Insider Buys

Qualcomm offers value with a low P/E ratio and a still-sanguine growth trajectory when looking out to 2024. The company reported disappointing Q3 numbers, but prospects may improve in 2024. Key risks include unfavorable resolution terms with Huawei and a broader global economic downturn along with further China jitters.

Qualcomm: Making The Value Case, Shares Holding Critical Support

Qualcomm still outperformed the S&P 500 since my Strong Buy thesis in May, despite being hammered since it issued a disappointing earnings release in August. I assessed that buyers returned with conviction in late August, helping to stem the selling volatility and help QCOM bottom out. Investors are justifiably concerned about Qualcomm's challenges in China. However, Qualcomm's September guidance suggests the worst is likely over.

Qualcomm: I Wouldn't Miss This Golden Buying Opportunity

Qualcomm plans to expand into AI, AR/VR, and automotive chips to diversify from the mature handset market. The company sees a big opportunity in on-device generative AI chips, with potential partnerships with Meta Platforms and Microsoft. The stock is cheap at only 12x conservative EPS targets.

Qualcomm: Stepping Over The Wall With AI

L3Harris

Lockheed Martin

Microsoft

Dividend Aristocrats are among the most consistent companies in the world in terms of generating FCF. Dividend stocks come in all shapes and sizes but dividend growth stocks are among my favorite type to invest in. These companies have strong cash flow, consistent dividend growth, and potential for future growth.

4 Future Dividend Aristocrats

Qualcomm pioneered cellular technology, with chips in nearly every smartphone today. Now it's shifting focus to autos and AI as Apple works on its own modems.

Qualcomm focuses on AI and auto as Nvidia takes over as world's biggest fabless chip company

Bayerische Motoren Werke AG

Mercedes-Benz Group AG

U.S. semiconductor company Qualcomm on Tuesday said it will supply chips to power in-car infotainment systems to luxury automakers Mercedes and BMW.

News for QUALCOMM Stock (QCOM)