美股异动丨高通夜盘跌超3%，上季业绩表现超预期，市场担忧苹果“去高通化”冲击

Core Viewpoint - Qualcomm (QCOM.US) reported a mixed performance in its fourth fiscal quarter, with revenue exceeding market expectations but facing concerns over its reliance on Apple as a key customer [1] Financial Performance - Qualcomm's revenue for the fourth fiscal quarter was $11.27 billion, a year-over-year increase of 10%, surpassing market expectations of $10.79 billion [1] - The adjusted earnings per share (EPS) were $3.00, also exceeding the expected $2.88 [1] - Under GAAP, Qualcomm recorded a net loss of $3.12 billion due to tax expenses [1] Business Segments - The mobile chip business grew by 14% to $6.96 billion, accounting for 62% of total revenue [1] Market Concerns - Analysts expressed concerns regarding Qualcomm's dependency on Apple, particularly as Apple shifts towards in-house modem development, raising fears of a potential "de-Qualcomm" strategy [1] Future Guidance - Qualcomm projected first-quarter sales and adjusted EPS medians of $12.2 billion and $3.40, respectively, both higher than market expectations of $11.62 billion and $3.31 [1]