QCOM Q4 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q2 2023

Earnings

Qualcomm delivered a strong close to fiscal 2025, posting results that exceeded Wall Street expectations on both the top and bottom lines as its semiconductor diversification strategy continued to gain traction. Non-GAAP diluted EPS of $3.00 beat the… Read more Qualcomm delivered a strong close to fiscal 2025, posting results that exceeded Wall Street expectations on both the top and bottom lines as its semiconductor diversification strategy continued to gain traction. Non-GAAP diluted EPS of $3.00 beat the $2.87 consensus by 4.53%, while revenue of $11.27 billion topped estimates of $10.53 billion by 7.02%, marking 10% growth year-over-year. The standout driver was the QCT semiconductor segment, where Q4 revenues climbed 13% to $9.82 billion, fueled by handset revenues of $6.96 billion, a 17% surge in automotive to $1.05 billion, and IoT contribution of $1.81 billion, reflecting the broad-based demand the company has been cultivating beyond its core smartphone business. Notably, GAAP results absorbed a $5.70 billion non-cash charge tied to new U.S. Tax legislation, resulting in a GAAP net loss for the quarter. Looking ahead, Qualcomm guided Q1 FY2026 revenues of $11.80 billion to $12.60 billion, with non-GAAP EPS of $3.30 to $3.50, signaling continued confidence in its automotive and IoT expansion trajectory.