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Business philosophy3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.
Qualcomm
Qualcomm (QCOM) investor relations material
Qualcomm Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary4 Nov, 2026
Executive summary
Q4 FY26 non-GAAP revenue was $10.442B, down 7% YoY, and diluted EPS was $2.17, down 28%; Automotive and IoT growth partly offset handset weakness.
FY26 non-GAAP revenue was $43.240B, down 2%, and non-GAAP diluted EPS was $10.54, down 12%; Automotive revenue rose 52%.
FY27 non-handset revenue is projected to grow more than 60% YoY, with a $5B Data Center target and a $7B annualized exit run rate.
Financial highlights
Q4 GAAP revenue was $10.322B, down 8% YoY; non-GAAP EBT was $2.666B, down 30%, and non-GAAP net income was $2.332B, down 28%.
FY26 GAAP revenue was $43.120B and GAAP net income was $13.628B; non-GAAP net income was $11.311B, down 15% YoY.
Q4 QCT revenue was $9.015B and QTL revenue was $1.304B; QCT and QTL EBT margins were 24% and 70%, respectively.
Q4 returned $2B to stockholders, split evenly between share repurchases and dividends; FY26 returns totaled $11.671B.
Outlook and guidance
Q1 FY27 non-GAAP revenue guidance is $10.4B–$11.2B and diluted EPS guidance is $2.15–$2.35; QCT revenue guidance is $9.0B–$9.6B.
FY27 Data Center revenue target remains $5B; Q1 revenue is expected to exceed $650M, with a $7B annualized exit run rate. FY29 target is $15B+.
FY27 QCT non-handset revenue is expected to grow more than 60% YoY and exceed 50% of QCT revenue; FY29 non-handset target is $40B.
Product pricing actions are expected to deliver their full QCT gross-margin benefit in H2 FY27.
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Latest events from Qualcomm
- Two new Snapdragon 8 Elite platforms target the agentic smartphone era.QCOM
Snapdragon Summit 2026 Day 1 - New launches advance personal AI across wearables, hearables, PCs, and Linux.QCOMSnapdragon Summit 2026 Day 1
- Amazon-linked warrant resale registers up to 25 million shares; the issuer receives no sale proceeds.QCOMRegistration filing
- Landmark Amazon deal and diversified AI strategy drive strong growth and margin outlook.QCOMGoldman Sachs Communacopia + Technology Conference 2026
- HBC launches in 2027, Modular enables open AI, and custom silicon drives hyperscaler growth.QCOMDeutsche Bank 2026 Technology Conference
- Q3 revenue hit $9.9B, Automotive up 61%, and $2.3B returned to shareholders.QCOMQ3 2026
- AI, automotive, and IoT diversification drive growth as data center and edge strategies accelerate.QCOMBernstein 41st Annual Strategic Decisions Conference
- Revenue and net income surged year-over-year, led by Automotive and IoT growth.QCOMQ3 2025
- FY24 delivered record revenue, EPS, and cash flow, with strong QCT, auto, and a $15B buyback.QCOMQ4 2024
Next Qualcomm earnings date
Q1 20273 Feb, 2027
Qualcomm
Next Qualcomm earnings date
Q1 20273 Feb, 2027
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Qualcomm: Quality Communication and Semiconductor Innovation
Founded in 1985, Qualcomm has transformed the digital communication industry with CDMA technology and its advanced semiconductor business.
Frequently asked questions
Quality Communications
Qualcomm Incorporated is a global semiconductor and telecommunications equipment company. Its primary focus is on designing and marketing wireless telecommunications products and services, and the company has made significant contributions to the development and commercialization of the 3G, 4G, and 5G communication standards. In addition to mobile networks, the company produces a wide range of chipsets, semiconductors, and software solutions used in a variety of devices and applications. The company is headquartered in San Diego, California, and its shares are listed on the NASDAQ.
From Satellites to Telecommunications
Founded in 1985 in San Diego, California, Qualcomm was established by engineers. The company initially concentrated on contracting business satellite communications before shifting its focus to the mobile communications sector. In the 1990s, Qualcomm was pivotal in developing the Code Division Multiple Access (CDMA) technology, which became a foundation for 3G mobile networks. As previously mentioned, Qualcomm played a significant role in the advancements of 4G and has been involved in the development and deployment of 5G technologies.
Focusing on 5G
Today, Qualcomm is a major player in the telecommunications sector, with a strong emphasis on 5G technologies. They collaborate extensively with network operators, equipment vendors, and device manufacturers to facilitate the deployment and optimization of 5G networks worldwide. Qualcomm's suite of products includes advanced modems, RF front-end solutions, and small-cell platforms, which collectively aim to enhance network coverage, increase capacity, and reduce latency.
Additionally, their technology solutions address various use cases beyond just smartphones, encompassing IoT devices, automotive connectivity, and more. The company also plays a significant role in defining 5G standards and specifications while it is being rolled out worldwide.
The Semiconductor Business
While Qualcomm might be best known for its telecommunications operations, it also operates within the production of semiconductors used in mobile devices. Central to this business segment is their Snapdragon platform, a series of system-on-chip (SoC) products for mobile devices, offering robust computing, graphics, and connectivity functionalities. These chipsets incorporate CPU, GPU, and AI modules, enhancing device performance, battery efficiency, and multimedia capabilities. Qualcomm's semiconductor portfolio isn't limited to mobile platforms alone; they serve a broader range of industries including automotive, IoT, and computing.