分组1: Alphabet (GOOG) Earnings - Alphabet reported an 18% increase in revenues, reaching $113.8 billion, surpassing expectations of $111.5 billion, driven by growth in Google Services and Google Cloud [3] - CEO Sundar Pichai indicated that capital expenditures for 2026 are projected to be between $175 billion and $185 billion, significantly higher than Bloomberg's estimate of $119.5 billion [3] - Capital expenditures for 2025 were reported at $91.5 billion, aligning with previous guidance of $91 billion to $93 billion [4] 分组2: Qualcomm (QCOM) Earnings - Qualcomm's adjusted earnings were $3.50 per share with a revenue increase of 5% year-over-year to $12.25 billion, slightly above the expected revenue of $12.2 billion [5] - For the upcoming second quarter, Qualcomm expects adjusted earnings between $2.45 and $2.65 per share, with revenue forecasted between $10.2 billion and $11 billion, missing analyst expectations of $2.90 per share and $11.1 billion in revenue [5] - The guidance reflects the impact of memory supply constraints and pricing on demand from several handset customers [6] 分组3: Yum! Brands (YUM) Strategy - Yum! Brands announced the closure of approximately 250 underperforming Pizza Hut locations in the U.S. as part of a portfolio cleanup, with a total of 19,974 Pizza Hut locations globally at the end of Q4 [6] - The closures are focused on weaker-performing locations rather than a broad brand retrenchment, as Pizza Hut division sales declined by 5% in Q4, including a 1% drop in same-store sales [7] - The "Hut Forward" plan aims to revitalize the brand through enhanced marketing, technology modernization, and new franchise agreements [8]

去年12月，字节跳动豆包团队与中兴通讯合作，推出了搭载豆包手机助手技术预览版的工程样机——努比亚M153。根据中兴商 城网站信息，这款手机使用了骁龙8至尊版移动平台，可以为用户提供更具主动性和场景理解能力的 AI 服务体验。这一合作也凸 显了骁龙移动平台在端侧 AI 推理性能、功耗、连接与安全等方面的优势。 【环球网科技综合报道】在高通公司最近召开的2026财年第一季度财报电话会议上，高通CEO安蒙谈到了智能体AI。他称，字节 跳动发布了首款智能体AI智能手机，搭载骁龙8至尊版移动平台。这是迈向AI原生智能手机的重要里程碑，也是塑造移动未来的 智能体AI体验的前奏。他认为，随着AI成为新的用户界面（UI），智能可穿戴设备正在演进为个人AI伙伴，并迅速成为下一个移 动计算类别。 此外，在推出第五代骁龙8至尊版的同时，高通还与中兴通讯、小米、荣耀、中国移动、中国联通、中国电信等合作，共同开 启"AI加速计划"，推动终端侧AI规模化落地，其中也包括将智能体AI的体验引入更多终端。由此也可以相信，在产业各方的共同 努力下，智能体AI将扩展到包括智能手机在内的更多终端产品上，让更多人享受到智能体AI带来的创新体验。（心 ...

2026 年 2 月 5 日 公司研究 FY26Q1 业绩符合预期， 内存短缺拖累下游需求 ——高通（QCOM.O）FY26Q1 业绩点评 要点 公司 FY26Q1 业绩符合预期，FY26Q2 指引不及预期。美国东部时间 2 月 4 日， 高通发布 FY26Q1（截至 2025 年 12 月 28 日）业绩，盘后股价下跌 9.68%。1） FY26Q1 业绩符合预期：FY26Q1 公司实现 Non-GAAP 营业收入 122.52 亿美元 （彭博一致预期 121.96 亿美元），同比+5%。分业务看，QCT 业务收入 106.13 亿美元，同比+5%；QTL 业务收入 15.92 亿美元，同比+4%。FY26Q1Non-GAAP 净利润为 37.81 亿美元（彭博一致预期 36.90 亿美元）。FY26Q1 Non-GAAP EPS 3.50 美元（彭博一致预期 3.407 美元）。2）FY26Q2 指引不及预期：公司指 引 FY26Q2 实现 Non-GAAP 营业收入 102～110 亿美元（彭博一致预期 111.60 亿美元），指引 Non-GAAP 稀释 EPS 2.45～2.65 美元（彭博一致预期 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 高通公司警告称，内存价格飙升将导致智能手机行业增速放缓，这一消息令投资者感到恐慌，导致 该公司股价下跌了 11%。 尽管人工智能正在扰乱高通的智能手机业务，但该公司也在试图凭借其自主研发的推理芯片，从人 工智能芯片的蓬勃发展中分一杯羹。阿蒙表示，高通已开始向其唯一确认的客户——Humane公司 ——交付产品，并正在帮助该公司运行第三方工作负载。 阿蒙表示："你可能会认为，像我们这样规模的公司会与业内一些最大的超大规模数据中心和云服 务提供商展开对话。"他还补充道："我们目前进展顺利。"人工智能芯片的收益将于明年到账。 阿蒙表示，高通在机器人、汽车和专利许可交易领域也拥有光明的前景。这位首席执行官希望所有 这些领域都能帮助高通实现收入多元化增长，从而在2029年之前实现公司对智能手机依赖程度降 低的目标。 目前，高通仍然依赖智能手机收入，投资者认为这些业绩意味着其股价应在每股 134 美元左右， 远低于当天早些时候他们愿意支付的 150 美元以上。 首席执行官克里斯蒂亚诺·阿蒙在芯片设计公司 2026 年第一季度财报电话会议上宣布，公司营收 达到 123 亿美元，创历史 ...

Qualcomm reported a net income of $3bn for the first quarter of fiscal 2026 (Q1 FY26), a 6% decrease from the $3.18bn recorded in the same period of the previous year. Despite the decline in net income, the US-based semiconductor company achieved revenues of $12.3bn for the reported quarter, ending 28 December 2025. This marks a 5% increase from the $11.7bn reported in Q1 fiscal 2025. The earnings per share (EPS) for Q1 FY26 were $2.78 on a GAAP basis, slightly down from $2.83 in the previous year, whil ...

Qualcomm: A tough start to 2026 in prospect after Q4 earnings beat Proactive uses images sourced from Shutterstock This was not a classic earnings disappointment. Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) exceeded consensus forecasts on both revenue and adjusted earnings per share. Instead, the market focused almost entirely on guidance, which pointed to a materially weaker upcoming quarter. The gap between results and reaction tells you where the anxiety lies. Qualcomm’s outlook for the current quarter cam ...

展望第二财季，高通预计营收将介于102亿至110亿美元之间，调整后每股收益将介于2.45至2.65美元之 间，而分析师预期分别为112亿美元和2.89美元；其中，手机芯片收入预计将降至约60亿美元，反映出 供应链瓶颈对出货量的直接压制。(格隆汇) 高通(QCOM.US)盘前跌11.4%，报131.89美元。消息面上，高通首财季营收同比增长5%，达到创纪录的 123亿美元，调整后每股收益为3.5美元，均超过分析师预期。期内，手机芯片业务营收同比增长3%至 78.24亿美元，低于分析师平均预期的78.6亿美元。 ...

智通财经APP获悉，日前，高通公司(QCOM.US)召开了2026财年第一季度财报电话会。公司指出，虽 然终端需求强劲，但手机行业正面临严重的内存短缺。由于存储价格的涨价压力，第二财季手机芯片收 入预计将降至约60亿美元，反映出供应链瓶颈对出货量的直接压制。 业绩方面，本财季高通实现了创纪录营收达123亿美元，非通用会计准则(Non-GAAP)每股收益为3.50美 元。 其中，QCT(芯片业务)营收创下106亿美元的纪录，主要由旗舰手机的强劲表现推动；汽车业务营收同 比增长15%至11亿美元，同样创下历史新高；物联网业务在工业、边缘网络应用和智能眼镜方面表现出 积极势头。 公司表示，在第二财季，预测营收为102亿美元至110亿美元，非公认会计准则每股收益为2.45美元至 2.65美元。 尽管面临供应逆风，高通在高端市场的地位依然稳固。针对三星即将推出的旗舰设备(Galaxy S26系 列)，高通确认预计将保持约75%的市场份额，与之前的预期一致。 此外，公司特别提到了字节跳动推出的豆包AI智能手机，称这是向"AI原生智能手机过渡的重要里程 碑"。 问答环节 接线员： 第一个问题来自TD Cowen的Joshu ...

加拿大皇家银行(RBC)：将高通(QCOM.US)目标价从180美元下调至150美元。 ...

Core Viewpoint - Qualcomm reported record revenues of $12.25 billion for Q1 FY2026, a 5% year-over-year increase, surpassing Wall Street expectations of $12.13 billion. Adjusted earnings per share (EPS) were $3.50, exceeding the consensus of $3.39 [1][2]. Financial Performance - Total revenues reached $12,252 million, up from $11,669 million, reflecting a 5% increase [3]. - Earnings before taxes (EBT) decreased by 2% to $3,547 million, while net income fell by 6% to $3,004 million [3]. - Diluted EPS on a GAAP basis was $2.78, down 2% from $2.83, while non-GAAP diluted EPS increased by 3% to $3.50 [3]. Business Segments - The QCT segment contributed $10,613 million in revenues, a 5% increase from $10,084 million [6]. - The handset business generated $7,824 million, up 3% year-over-year, while automotive revenues rose 15% to $1,101 million [12][13]. - IoT revenues reached $1,688 million, reflecting a 9% increase, indicating strong growth in both industrial and consumer applications [12][13]. Market Challenges - Qualcomm's CEO acknowledged challenges in the smartphone market, particularly due to a severe shortage of memory chips, which is impacting production and pricing [7][8]. - The company provided a cautious revenue guidance for Q2 FY2026, estimating between $10.2 billion and $11.0 billion, which is below analyst expectations [10][16]. Strategic Outlook - Qualcomm is focusing on diversifying its business, with automotive and IoT sectors showing promising growth, contributing over 22% to total revenues [11][13]. - The company remains optimistic about achieving its long-term revenue goals for FY2029, despite current market pressures [16]. Market Sentiment - Following the earnings report, Qualcomm's stock fell nearly 10% in after-hours trading, indicating market skepticism despite the strong financial results [2]. - Analysts suggest that the current valuation of Qualcomm is significantly lower than the S&P 500 average, reflecting an overly pessimistic view on the smartphone market [18].