Qualcomm(QCOM) - 2025 Q4 - Earnings Call Presentation

Financial Highlights - Qualcomm's Q4FY25 revenues increased by 10% year-over-year to $113 billion[10,15] - Non-GAAP EPS for Q4FY25 rose by 12% year-over-year to $300[10,15] - QCT revenues for Q4FY25 grew by 13% year-over-year to $98 billion, with EBT up 17% year-over-year to $29 billion[10,11,15] - Qualcomm returned $34 billion to stockholders in Q4FY25, including $24 billion in share repurchases and $10 billion in dividends[11] - Qualcomm anticipates its effective tax rate to generally remain in the range of approximately 13%-14%[13,14] Segment Performance - QCT Automotive revenues surpassed $1 billion in Q4FY25, up 17% year-over-year[10] - QCT IoT revenues increased by 7% year-over-year to $18 billion in Q4FY25[10,15] - QTL revenues for Q4FY25 were $141 billion, with an EBT margin of 72%[11,15] Strategic Initiatives - Qualcomm completed the acquisition of Arduino, expanding its IoT development ecosystem[10,41] - Qualcomm is targeting 200 MW of Qualcomm AI200 and AI250 rack solutions to deliver high-performance AI inference services in Saudi Arabia and globally starting in 2026[47]