Qualcomm Inc
QCOM
ISIN null / Valor 964930
Qualcomm Inc
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About company
Qualcomm Inc. is a San Diego–based, publicly traded fabless semiconductor and telecommunications technology company that designs chips and licenses wireless communications intellectual property. Its business is organized around two main revenue streams: the sale of system-on-chip products and other semiconductor components used in smartphones, PCs, automotive systems, networking equipment and IoT devices (including Snapdragon application processors, cellular modems, RF front‑end and automotive platforms), and the licensing of patents and standards-essential technology for cellular communications such as CDMA, LTE and 5G. Qualcomm serves device manufacturers, automakers and network operators worldwide, positions its products to enable mobile broadband and edge computing use cases, and combines chip design and protocol/IP licensing rather than operating its own semiconductor fabrication plants.
Summarized from source with an LLMView SourceSector: TelecommunicationsLatest Results (23.04.2026):
Qualcomm Inc — First quarter of fiscal 2026 (quarter ended December 28, 2025): Qualcomm reported record total company revenues of $12.25 billion (up 5% year-over-year), GAAP diluted EPS of $2.78 and Non-GAAP diluted EPS of $3.50. The company cited momentum across personal, industrial and physical AI, completed the acquisition of Alphawave to expand into data centers, and noted near-term handset headwinds from industry-wide memory supply constraints while maintaining longer-term fiscal 2029 targets.
Top-line and profitability
Revenues: $12,252M (+5% YoY). GAAP net income was $3,004M (down 6% YoY); GAAP diluted EPS $2.78 (down 2%). Non-GAAP net income was $3,781M with Non-GAAP diluted EPS $3.50 (+3% YoY on the EPS measure presented).
Segment performance
QCT (Qualcomm CDMA Technologies) revenues were $10,613M (+5% YoY) with EBT of $3,302M (EBT margin ~31%). QTL (licensing) revenues were $1,592M (+4% YoY) with EBT of $1,231M (EBT margin ~77%). The company noted record QCT revenues and record QCT automotive revenues.
QCT revenue mix
QCT by product application: Handsets $7,824M (+3%), Automotive $1,101M (+15%, second consecutive quarter > $1B), IoT $1,688M (+9%).
Balance sheet and cash flow
Cash & cash equivalents ended the quarter at $7,205M. Total assets $53,034M; goodwill increased to $14,183M (reflecting recent acquisition activity). Operating cash flow was $4,965M for the quarter; capital expenditures $549M.
Return of capital
Returned $3.6B to stockholders in Q1: $949M in cash dividends (≈$0.89 per share) and ~$2.6B for share repurchases (approximately 15M shares repurchased).
Acquisition / strategic items
Completed acquisition of Alphawave IP Group plc (noted as accelerating expansion into data centers); acquisition-related items and other adjustments affected GAAP vs Non-GAAP reconciliations disclosed in the release.
Guidance and near-term outlook
Q2 FY26 guidance: revenues $10.2B–$11.0B (QCT $8.8B–$9.4B; QTL $1.2B–$1.4B). GAAP diluted EPS $1.69–$1.89; Non-GAAP diluted EPS $2.45–$2.65. Management flagged estimated impacts from memory supply constraints on handset demand but reiterated confidence in premium handset demand and long-term revenue targets through fiscal 2029.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
160050 M
Market cap (USD)
22,921,335
Daily traded volume (Shares)
156.12 / 153.84
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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Dividend yield (p.a.)
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P/E ratio
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Ratings & reviews
Christopher Betancourt
Edward Chamberlain
Muhammad Imran Mohamad Shajhan
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