Core Insights - Qualcomm reported record quarterly revenue of $12.25 billion for the first quarter, a 5% increase year-over-year, surpassing the Street consensus estimate of $12.18 billion [2] - Adjusted earnings per share were $3.50, exceeding the consensus estimate of $3.40 [2] - The automotive segment also set a record, marking the second consecutive quarter with revenue exceeding $1 billion [3] Revenue Breakdown - QCT revenue reached a record $10.61 billion, up 5% year-over-year [2] - QTL revenue was $1.59 billion, reflecting a 4% year-over-year increase [2] - Revenue by segment included handsets at $7.82 billion (up 3% year-over-year), automotive at $1.10 billion (up 15% year-over-year), and IoT at $1.69 billion (up 9% year-over-year) [6] Future Guidance - For the second quarter, Qualcomm projects revenue between $10.20 billion and $11.0 billion, compared to the Street consensus estimate of $11.11 billion [4] - The company anticipates adjusted earnings per share in the range of $2.45 to $2.65, below the consensus estimate of $2.88 [4] Strategic Moves - Qualcomm completed the acquisition of Alphawave Semi, which is expected to accelerate its expansion into Data Centers [3][4] - The company expressed optimism regarding consumer demand for premium and high-tier smartphones, despite industry-wide memory supply constraints [5]

First Quarter Fiscal 2026 Earnings February 4, 2026 Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. References in this presentation to "Qualcomm" may mean Qualcomm Incorporated, Qualcomm Technologies, Inc., and/or other subsidiaries or business units within the Qualcomm corporate structure, as applicable. Note Regarding Forward-Looking Statements In addition to historical information, this document and the conference call that it accompanies cont ...

Qualcomm - First quarter EPS reported at 350, exceeding expectations by 9 cents, with revenue at $12.25 billion, slightly above the expected $12.2 billion [1] - For Q2, EPS forecasted between 245 and 265, with revenue expected between $10.2 billion and $11 billion, missing the estimate of $11.1 billion due to a memory shortage [2] - Shares dropped over 4.5% following the earnings report, reflecting concerns over guidance and ongoing memory issues [3][4] Alphabet - Google search revenue reported at $63.07 billion, beating expectations of $61.37 billion, while Google services revenue was $95.86 billion, also above the expected $94.9 billion [7] - YouTube ad revenue at $11.38 billion missed the estimate of $11.7 billion, and overall Google ad revenue was $82.28 billion, surpassing expectations [8] - Capex for the quarter significantly higher at $91.45 billion compared to the expected $28 billion, raising concerns about spending discipline [11][19] ARM Holdings - EPS came in at 43 cents, better than the expected 41 cents, with revenue for the fiscal third quarter at $1.24 billion, slightly above the $1.23 billion estimate [31] - Royalty revenue grew by 27% year-over-year to a record $737 million, but licensing revenue missed expectations at $505 million [31] - Guidance for the upcoming quarter forecasts revenue of $1.47 billion, slightly below analyst projections [32] Snap - EPS reported at 3 cents, up from a loss a year earlier, with revenue increasing 10% to $1.72 billion, slightly better than expectations [41] - Daily active users at 474 million, meeting estimates but showing mixed regional performance [42] - Guidance for future revenue slightly below analyst expectations, raising concerns about monetization and competition [44][49]

The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ...

Group 1: AMD's Sales Forecast and Market Reaction - AMD shares fell significantly, down 15%, marking its largest drop since October 2018, following a disappointing sales forecast of approximately $9.8 billion, which was below investor expectations of $10 billion [3][4][27]. - The company's revenue from China impacted margins negatively, and while revenues were recognized, the overall performance did not meet the high expectations set by the market [5][6]. - The anticipated growth in CPU and GPU segments is not expected until the second half of the year, leading to a cautious outlook among investors [7][8]. Group 2: Broader Market Trends and Software Sector Concerns - The technology sector is experiencing a selloff, with fears of disruption following the introduction of a new AI automation tool by Anthropic, leading to a significant decline in the Goldman Sachs Software Index, which has lost around $2 trillion since its peak [11][57]. - Concerns about the impact of AI on software companies are prevalent, with many investors reassessing valuations and business models in light of rapid advancements in AI technology [57][59]. - Major companies like NVIDIA and Google are also feeling the pressure, with NVIDIA's stock down and Google facing scrutiny ahead of its earnings report [12][16]. Group 3: NVIDIA's Investment in OpenAI - NVIDIA is reportedly close to finalizing a $20 billion investment in OpenAI, which would be part of a larger commitment potentially reaching $100 billion [46][48]. - This investment is seen as a strategic move to strengthen NVIDIA's position in the AI market, although details regarding the overall agreement are still being finalized [49][50]. - The relationship between NVIDIA and OpenAI is crucial for NVIDIA's long-term strategy, particularly in terms of chip usage for AI model training [69]. Group 4: Uber's Financial Outlook and New Initiatives - Uber's stock fluctuated, down 3% in premarket trading, as the company provided a weak profit outlook and announced a new CFO focused on future markets, including robotaxi initiatives [20][21][25]. - The adjusted EPS forecast for the first quarter was lower than expected, attributed to new product initiatives that have not yet yielded anticipated returns [22][23]. - Despite these challenges, underlying demand in the U.S. remains strong, and Uber expects growth to accelerate as previous risks, such as high insurance costs, are expected to abate [23][24]. Group 5: Antitrust Concerns in Streaming Industry - The Senate Committee is holding hearings on the future of self-driving cars, with significant attention on the merger between Netflix and Warner Brothers, which raises antitrust concerns [26][29]. - The merger is argued to create value for consumers and enhance opportunities for the creative community, although competitive concerns remain [31][32]. - The regulatory landscape is complex, with different standards applied in the U.S. and the EU regarding consumer benefits and competitive effects [40][41]. Group 6: Supply Chain Innovations and Market Dynamics - A new startup, Auger, founded by former Amazon supply chain chief Dave Clark, aims to provide an operating system for supply chains, emphasizing the need for contextual data integration [71][75]. - The startup is focused on addressing the challenges of disconnected data in supply chains, which is critical for operational efficiency [76][84]. - Auger's approach is seen as timely, given the current market dynamics and the increasing importance of supply chain management across various industries [80][82].

The semiconductor company logged revenue of $12.25 billion, but said the memory supply shortage will put a damper on its performance in the current quarter. ...

Group 1 - Qualcomm reported adjusted revenue of $12.25 billion for the first fiscal quarter, exceeding the expected $12.1 billion [1] - The outlook for the mobile market remains optimistic despite supply constraints in the industry, with a goal to achieve revenue targets for fiscal year 2029 [1] - For the second quarter, Qualcomm expects revenue to be between $10 billion and $11 billion, lower than the previous estimate of $11.12 billion [1] Group 2 - The company anticipates adjusted earnings per share for the second quarter to be between $2.45 and $2.65, down from the prior expectation of $2.89 [1]

Group 1 - Qualcomm forecasts second-quarter revenue and profit below Wall Street estimates [1] - The company expects a global memory supply shortage to impact mobile phone sales [1]

President and CEO of Qualcomm Cristiano Amon delivers a speech at the Web Summit at Parque das Nacoes in Lisbon, on November 12, 2024.Qualcomm reported fiscal first-quarter earnings on Wednesday that beat expectations, but the company's forecast came up short because of the global memory shortage. Shares sank following the release.Here's how the chipmaker did versus LSEG consensus estimates:EPS: $3.50, adjusted, versus $3.41 expectedRevenue: $12.25 billion, versus $12.21 billion expectedIn the current quart ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q _____________________ (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 28, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 0-19528 QUALCOMM Incorporated (Exact name of registrant as specified in its charter) Delaware 95-3685934 ...