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QUALCOMM Incorporated 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:QCOM) 2025-11-05
Seeking Alpha· 2025-11-05 22:00
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6G技术勾勒未来图景 “新技术正在改变生活”
Ren Min Ri Bao· 2025-11-05 22:00
Core Insights - Qualcomm showcased a variety of new terminals at the China International Import Expo, featuring 12 flagship smartphones equipped with the fifth-generation Snapdragon 8 Gen 2 chip, marking their first large-scale offline exhibition in China [1] - The exhibition highlighted innovative technologies across different platforms, including advanced automotive interfaces and AI-powered devices, demonstrating the integration of technology into daily life [1] - The immersive experience zone attracted significant attention, featuring augmented reality (AR) projects that provided interactive experiences, showcasing the potential of future technologies like 6G [1] Group 1 - Qualcomm's booth featured 12 flagship smartphones with the Snapdragon 8 Gen 2 chip, representing their debut at a major offline event in China [1] - The exhibition included various "black technologies," such as multi-screen collaboration in vehicles and AI glasses for payment and communication [1] - The immersive experience area offered AR experiences, allowing visitors to engage with virtual environments and characters [1] Group 2 - The demonstration of 6G technology at the booth illustrated Qualcomm's vision for the future and its collaboration with operators and ecosystem partners [1] - The diverse scenarios presented at Qualcomm's booth showcased the integration of smart technologies across multiple sectors, from mobile devices to automotive solutions [1]
We're getting to the long-end of the upgrade cycle in mobile phones, says Seaport's Jay Goldberg
CNBC Television· 2025-11-05 21:56
to Qualcomm now. That stock is still moving lower about 2% now off the lows after reporting results moments ago. Let's bring in Seport Research senior analyst Jay Goldberg.Jay, did you find anything bad in here. >> Not yet. I keep looking, but I haven't found anything.>> So, automotive is up 17%, but one of the things that I found interesting here was the strength in handsets, which Qualcomm is saying was driven by the premium end in a way that echoes what we're hearing from Apple. And I'm wondering, even t ...
Qualcomm delivers beat on earnings, stock slides in overtime
CNBC Television· 2025-11-05 21:51
did beat uh and by a pretty good me measure handily coming in at 11.27% billion versus 10.79% expected. Uh also EPS beats at $3 adjusted versus $2.88%. Guide for Q1 also solid uh let's see 11.8% billion to 12.6% billion is the range versus 11.62% billion expected.Also EPS uh $3.40% at the midpoint versus 331 expected. I got a chance to chat with Cristiano Ammon about these earnings. Turns out premium end of smartphones a big part of the reason for this.It is across the board uh in terms of geographies as we ...
Qualcomm delivers beat on earnings, stock slides in overtime
Youtube· 2025-11-05 21:51
Core Insights - The company reported earnings of $11.27 billion, exceeding the expected $10.79 billion, indicating strong performance [1] - Adjusted EPS was $3, surpassing the anticipated $2.88, reflecting effective cost management and revenue generation [1] - Guidance for Q1 is solid, with revenue expected to be between $11.8 billion and $12.6 billion, compared to the $11.62 billion forecast [1] - The midpoint EPS guidance for Q1 is $3.40, higher than the expected $3.31 [1] Geographic and Sector Performance - Growth was observed across various geographies, indicating a broad market appeal [2] - The automotive sector showed a significant increase of 17%, highlighting its potential as a growth area for the company [2]
Qualcomm Faces Competitive Threats From Customers, Seaport's Goldberg Says
Yahoo Finance· 2025-11-05 21:46
Qualcomm Inc. gave a bullish revenue forecast for the current period, with sales expected to be roughly $12.2 billion in the fiscal first quarter. Jay Goldberg of Seaport Research Partners says the company is facing competitive threats from its own customers. He speaks on "Bloomberg The Close." ...
Qualcomm Swings to Fourth-Quarter Loss On Tax Charge; Revenue Rises
WSJ· 2025-11-05 21:46
The semiconductor and software maker posted a loss of $3.12 billion following a large tax-related charge, but recorded a 10% increase in sales. ...
Qualcomm(QCOM) - 2025 Q4 - Earnings Call Presentation
2025-11-05 21:45
Financial Highlights - Qualcomm's Q4FY25 revenues increased by 10% year-over-year to $113 billion[10,15] - Non-GAAP EPS for Q4FY25 rose by 12% year-over-year to $300[10,15] - QCT revenues for Q4FY25 grew by 13% year-over-year to $98 billion, with EBT up 17% year-over-year to $29 billion[10,11,15] - Qualcomm returned $34 billion to stockholders in Q4FY25, including $24 billion in share repurchases and $10 billion in dividends[11] - Qualcomm anticipates its effective tax rate to generally remain in the range of approximately 13%-14%[13,14] Segment Performance - QCT Automotive revenues surpassed $1 billion in Q4FY25, up 17% year-over-year[10] - QCT IoT revenues increased by 7% year-over-year to $18 billion in Q4FY25[10,15] - QTL revenues for Q4FY25 were $141 billion, with an EBT margin of 72%[11,15] Strategic Initiatives - Qualcomm completed the acquisition of Arduino, expanding its IoT development ecosystem[10,41] - Qualcomm is targeting 200 MW of Qualcomm AI200 and AI250 rack solutions to deliver high-performance AI inference services in Saudi Arabia and globally starting in 2026[47]
Qualcomm tops Q4 earnings estimates, issues upbeat forecast
Proactiveinvestors NA· 2025-11-05 21:37
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
X @Bloomberg
Bloomberg· 2025-11-05 21:20
Qualcomm, the largest maker of smartphone processors, gave a bullish revenue forecast for the current period, though a US tax change took a toll on profit last quarter https://t.co/gGUwpi6TOK ...