Qualcomm(US:QCOM) ZACKS·2025-10-31 15:38Core Insights - Analysts expect Qualcomm (QCOM) to report quarterly earnings of $2.87 per share, reflecting a year-over-year increase of 6.7% and revenues of $10.77 billion, up 5.2% from the previous year [1] Earnings Estimates - There has been a slight downward revision of 0.1% in the consensus EPS estimate over the last 30 days, indicating a reconsideration of forecasts by analysts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Revenue Projections - Analysts estimate 'Revenues- QTL' at $1.40 billion, a decrease of 7.9% year-over-year [4] - 'Revenues- QCT- Automotive' is forecasted to reach $1.02 billion, indicating a year-over-year increase of 13.8% [4] - 'Revenues- QCT- IoT' is expected to be $1.70 billion, reflecting a slight increase of 0.8% year-over-year [4] - 'Revenues- QCT- Handsets' is projected at $6.56 billion, showing a year-over-year increase of 7.6% [5] - The consensus for 'Revenues- QCT' is $9.28 billion, indicating a year-over-year change of 6.9% [5] - 'Revenues- Licensing' is expected to be $1.50 billion, reflecting a decrease of 12.4% year-over-year [5] - 'Revenues- Equipment and services' is projected at $9.16 billion, indicating a year-over-year increase of 7.3% [6] Income Estimates - 'Income / (loss) before taxes- QTL' is expected to reach $975.60 million, down from $1.12 billion reported in the same quarter last year [6] - 'Income / (loss) before taxes- QCT' is projected at $2.66 billion, compared to $2.47 billion reported in the same quarter last year [7] Stock Performance - Qualcomm shares have increased by 5% over the past month, outperforming the Zacks S&P 500 composite, which moved up by 2.1% [7]