美股异动丨高通盘前大跌超11%,Q2业绩指引不及预期,手机芯片业务受制于供应链瓶颈
QualcommQualcomm(US:QCOM) Ge Long Hui·2026-02-05 09:20

Core Viewpoint - Qualcomm (QCOM.US) experienced a pre-market drop of 11.4%, trading at $131.89, despite reporting a record revenue of $12.3 billion for the first fiscal quarter, which represents a year-over-year growth of 5% and an adjusted earnings per share (EPS) of $3.5, both exceeding analyst expectations [1] Group 1: Financial Performance - The revenue from Qualcomm's mobile chip business grew by 3% year-over-year to $7.824 billion, although this was below the average analyst expectation of $7.86 billion [1] - For the second fiscal quarter, Qualcomm projects revenue to be between $10.2 billion and $11 billion, with an adjusted EPS forecasted to be between $2.45 and $2.65, while analysts had expected $11.2 billion and $2.89 respectively [1] Group 2: Market Outlook - The anticipated revenue from mobile chip sales is expected to decline to approximately $6 billion, indicating a direct impact from supply chain bottlenecks on shipment volumes [1]

美股异动丨高通盘前大跌超11%,Q2业绩指引不及预期,手机芯片业务受制于供应链瓶颈 - Reportify