Qualcomm(US:QCOM) ZACKSยท2025-07-25 14:16Core Viewpoint - Qualcomm (QCOM) is expected to report quarterly earnings of $2.68 per share, reflecting a year-over-year increase of 15%, with revenues projected at $10.36 billion, a 10.3% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.3%, indicating analysts' reassessment of their forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- QCT' to be $9.03 billion, representing an 11.9% year-over-year increase [4]. - The consensus for 'Revenues- QCT- Automotive' is $963.56 million, indicating an 18.8% increase from the prior year [4]. - 'Revenues- QCT- IoT' is projected at $1.57 billion, reflecting a 15.6% increase year-over-year [5]. - 'Revenues- QTL' is expected to reach $1.26 billion, showing a slight decline of 1.2% compared to the previous year [5]. - 'Revenues- QCT- Handsets' is anticipated to be $6.49 billion, marking a 10.1% increase from the year-ago quarter [5]. - 'Revenues- Licensing' is forecasted at $1.44 billion, a 2.6% increase from the prior year [6]. - 'Revenues- Equipment and services' is projected to be $8.93 billion, indicating an 11.8% increase [6]. Income Estimates - 'Income / (loss) before taxes- QCT' is expected to be $2.76 billion, compared to $2.18 billion reported in the same quarter last year [7]. - 'Income / (loss) before taxes- QTL' is projected at $906.56 million, slightly up from $894.00 million in the previous year [6]. Stock Performance - Qualcomm shares have returned +0.4% over the past month, while the Zacks S&P 500 composite has changed by +4.6% [7].