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

Other sources

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.

Our Theme of Apple Component Supplier Stocks, which includes a diverse set of companies that supply components for Apple's Apple devices, has remained roughly flat year to date in 2024, underperforming the S&P 500 which remains up by 9% and compared to Apple stock (NASDAQ NASDAQ : AAPL), which has declined 2%. Within our theme, Qualcomm stock, a company known for making modem chips and applications processors, has been the strongest performer, rising by almost 30% year-to-date.

How Are Qualcomm And Other Apple Suppliers Faring This Year?

Intel

Washington has revoked certain export licenses granted to American chipmakers for supplying goods to Huawei, following the Chinese tech giant's launch of an AI computer using an Intel chip. America's Department of Commerce did not specify which permits were cancelled, though the decision is part of ongoing US restrictions on technology exports to Huawei since 2019, citing security concerns linked to the Chinese military.

US chipmakers banned from selling to Huawei

Huawei's consumer business is seeing a resurgence after the launch of the Mate 60 Pro smartphone in August.

U.S. revokes some export licenses to sell chips to Huawei in a bid to curb China's tech power

DENVER - RED HAT SUMMIT 2024--(BUSINESS WIRE)--Collaboration around new cloud-based testing platform provides a path to revolutionizing how automakers test, develop and deploy new SDV features.

Red Hat and Qualcomm Set Course For Software-Defined Vehicle Innovation

AI-enabled smartphones and PCs should help the maker of wireless chips, which remains among the cheapest in semiconductor stocks.

Qualcomm's Smartphone Future Looks Brighter With AI

Qualcomm (NASDAQ: QCOM ) stock is a leading innovator in wireless technology, and their recent Q2 FY24 earnings report paints a bright picture for the company's future. As the backbone of 5G technology, the company is revolutionizing the smartphone and PC markets with its advanced AI chips.

Why It's Time to Pound the Table on Qualcomm Stock in 2024

Qualcomm reported impressive growth in its automotive segment, with revenue surging 35%. Internet of Things (IoT) revenue fell by 11% year over year to $1.24 billion.

Qualcomm Q2 Earnings: A Strong Beat

Fastly

Tech names Fastly Inc (NYSE:FSLY) and Qualcomm Inc (NASDAQ:QCOM) just announced their earnings results, with staggeringly different outcomes for the stocks.

2 Tech Stocks Making Outsized Post-Earnings Moves

Qualcomm stock is higher after beating earnings expectations and raising its dividend.

Qualcomm Hikes Its Dividend Again: What You Need to Know

Qualcomm (QCOM) beats second-quarter fiscal 2024 earnings estimates driven by top-line growth and lower operating expenses.

Qualcomm (QCOM) Q2 Earnings Top on Solid Automotive Revenues

Qualcomm reported stronger-than-expected financials for the March quarter, beating consensus estimates on both topline and earnings. QCOM appears set for further upside, as the company's guidance for the upcoming quarter came in above expectations. Management attributes this positive outlook to sustained demand for AI-equipped premium smartphones - a trend expected to continue growing.

Qualcomm: Expect Bulls To Celebrate While AI-Powered Smartphones Drive Demand

Qualcomm shares rose 4% in premarket trading on Thursday after the smartphone-focused chipmaker signaled an AI-fueled rebound in demand, especially in China, after a two-year slump.

Qualcomm jumps as AI sparks rebound in Chinese smartphone market

Apple

AMC Entertainment

Advanced Micro Devices

Amazon

Chipotle

ConocoPhillips

Carvana

eBay

Etsy

VanEck Vectors Gold Miners ETF

GameStop

Intuitive Surgical

McDonald's

Moderna

Microsoft

NVIDIA

Pinterest

Starbucks

Super Micro Computer

Snap

Spotify

Stanley Black & Decker

Large-cap growth funds have been in the sweet spot for a few years now, thanks to megacap tech holdings.

Highly ranked manager who bet on Mag 7 giants looks to these second-order winners from AI

Tech stocks may have been getting a boost from Fed Chairman Jerome Powell

Nvidia Shares Recover After Bad Day. Qualcomm and Fed Are Helping.

Qualcomm (QCOM) shares jumped more than 4% in extended Wednesday after the mobile phone chip giant posted strong earnings and a better-than-expected current-quarter outlook amid growing demand for artificial intelligence (AI)-equipped smartphones.

Qualcomm Stock Jumps as AI-Equipped Smartphones Drive Better-Than-Expected Outlook

Although the revenue and EPS for Qualcomm (QCOM) give a sense of how its business performed in the quarter ended March 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Qualcomm (QCOM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

QUALCOMM Incorporated (NASDAQ:QCOM ) Q2 2024 Earnings Conference Call May 1, 2024 4:45 PM ET Company Participants Mauricio Hodoyan - Vice President, Investor Relations Cristiano Amon - President and Chief Executive Officer Akash Palkhiwala - Chief Financial Officer and Chief Operating Officer Conference Call Participants Matt Ramsay - TD Cowen Samik Chatterjee - JPMorgan Mike Walkley - Canaccord Genuity Stacy Rasgon - Bernstein Research Chris Caso - Wolfe Research Timothy Arcuri - UBS Tal Liani - Bank of America C.J. Muse - Cantor Fitzgerald Operator Ladies and gentlemen, thank you for standing by.

QUALCOMM Incorporated (QCOM) Q2 2024 Earnings Call Transcript

Qualcomm (QCOM) came out with quarterly earnings of $2.44 per share, beating the Zacks Consensus Estimate of $2.30 per share. This compares to earnings of $2.15 per share a year ago.

Qualcomm (QCOM) Q2 Earnings and Revenues Surpass Estimates

Qualcomm (QCOM) shares gained over 4% in extended trading Wednesday after the chipmaker reported earnings for the second fiscal quarter that beat analysts' estimates.

Chipmaker Qualcomm's Stock Gains on Earnings, Revenue Beat

San Diego-based technology giant Qualcomm Inc (NASDAQ:QCOM, ETR:QCI), the leading global vendor of smartphone processors, has reported robust earnings and raised its quarterly dividend, signaling a potential recovery in handset demand. The company posted earnings per share of $2.44, surpassing analyst estimates of $2.32, while quarterly sales stood at $9.40 billion, slightly exceeding the projected $9.34 billion.

Qualcomm posts strong earnings, raises quarterly dividend

Qualcomm Inc. says it's benefitting as customers look to enable artificial intelligence on their devices, and its stock gained about 4% after hours.

Qualcomm's stock rises after earnings show traction with on-device AI

Wireless-chip leader Qualcomm beat expectations for its fiscal second quarter and guided higher than views for fiscal Q3.

Qualcomm Delivers Beat-And-Raise Report As Diversification Efforts Pay Off

Qualcomm Inc (NASDAQ: QCOM) is trading up in extended trading after reporting market-beating financial results for its second quarter. Qualcomm stock gains on upbeat guidance Shares are pushing to the upside also because the chipmaker issued upbeat guidance for the future.

Qualcomm Q2 earnings: net income pops 37% on AI tailwinds

Qualcomm called out strong demand for "premium tier" smartphones that require the most advanced chips.

Qualcomm gives better-than-expected revenue forecast as company pushes AI-powered smartphones

Qualcomm on Wednesday forecast fiscal third-quarter sales and adjusted profit above Wall Street expectations, driven by a faster-than-expected recovery in smartphone markets thanks to artificial-intelligence features.

News for QUALCOMM Stock (QCOM)