Qualcomm (NasdaqGS:QCOM) Q4 2025 Earnings Call November 05, 2025 04:45 PM ET Company ParticipantsAlex Rogers - President of Qualcomm Technology Licensing and Global AffairsAkash Palkhiwala - CFOMauricio Lopez-Hodoyan - VP of Investor RelationsCristiano Amon - CEOConference Call ParticipantsTimothy Arcuri - AnalystTal Liani - Research AnalystSamik Chatterjee - AnalystChris Caso - AnalystJoshua Buchalter - AnalystBen Reitzes - AnalystCJ Muse - AnalystStacy Rasgon - Senior AnalystOperatorLadies and gentlemen, ...

Qualcomm (NasdaqGS:QCOM) Q4 2025 Earnings Call November 05, 2025 04:45 PM ET Company ParticipantsAlex Rogers - President of Qualcomm Technology Licensing and Global AffairsAkash Palkhiwala - CFOMauricio Lopez-Hodoyan - VP of Investor RelationsCristiano Amon - CEOConference Call ParticipantsTimothy Arcuri - AnalystTal Liani - Research AnalystSamik Chatterjee - AnalystChris Caso - AnalystJoshua Buchalter - AnalystBen Reitzes - AnalystCJ Muse - AnalystStacy Rasgon - Senior AnalystOperatorLadies and gentlemen, ...

Financial Data and Key Metrics Changes - In Fiscal Q4, Qualcomm reported revenues of $11.3 billion and non-GAAP earnings per share (EPS) of $3, both exceeding the high end of guidance [5][15] - Fiscal 2025 non-GAAP revenues reached $44 billion, up 13% year-over-year, with record QCT annual revenues of $38.4 billion, reflecting a 16% year-over-year increase [5][18] - The company generated record free cash flow of $12.8 billion and returned nearly 100% to stockholders through repurchases and dividends [18] Business Line Data and Key Metrics Changes - QCT revenues were $9.8 billion, up 9% sequentially, driven by strong demand for Snapdragon-powered premium-tier Android handsets and automotive solutions [5][16] - QCT handset revenues increased by 14% year-over-year to $7 billion, reflecting increased demand for premium Android handsets powered by the Snapdragon 8 Elite Gen 5 platform [16] - QCT IoT revenues grew 7% year-over-year to $1.8 billion, driven by strength in industrial and networking products [16] - Automotive revenues surpassed $1 billion for the first time in a quarter, achieving 17% year-over-year growth [16] Market Data and Key Metrics Changes - Qualcomm's Snapdragon ecosystem saw significant engagement, with over 1,100 partners and tech influencers attending the Snapdragon Summit, generating over 547 million social media impressions [7][8] - The company debuted at 39 on the Interbrand Top 100 Global Brands list for 2025, reflecting the strength of Snapdragon [8] Company Strategy and Development Direction - Qualcomm is focused on expanding its presence in the automotive and IoT sectors, with a long-term revenue commitment of $22 billion by Fiscal 2029 [20][21] - The company aims to lead the expansion of AI to the edge and develop power-efficient cloud inferencing solutions [14][20] - Recent acquisitions, including Arduino, are intended to enhance Qualcomm's edge AI development platform [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving long-term revenue targets, citing strong demand for Snapdragon-powered devices and the expansion of the premium tier in the handset market [20][21] - The company anticipates a strong performance in the first fiscal quarter, with revenues expected to range from $11.8 billion to $12.6 billion [19] Other Important Information - A non-cash charge of $5.7 billion was recorded in Q4 due to the enactment of the One Big Beautiful tax bill, impacting GAAP results but excluded from non-GAAP metrics [16] - Qualcomm's strategy includes a disciplined approach to entering the data center market, focusing on competitive, power-efficient CPUs and architectures for inference workloads [26][27] Q&A Session Summary Question: Insights on the data center business and AI200/250 specs - Qualcomm is excited about the data center opportunity, focusing on competitive, power-efficient CPUs and a new architecture dedicated to inference [26][27] Question: Handset market visibility and share expectations - Qualcomm maintains a baseline assumption of 75% share with Samsung, with expectations for continued growth driven by the premium tier [30][32] Question: Revenue implications for the Humane engagement - Data center products are expected to start leading to a revenue ramp beginning in fiscal 2027, with material revenue anticipated earlier due to the Humane engagement [35] Question: Concerns about handset market share changes - Qualcomm is not guiding beyond the first quarter but expects strong business momentum to carry forward into the fiscal year [38] Question: Update on negotiations with Huawei for a license - Discussions with Huawei are ongoing, with no substantive updates available at this time [43] Question: Trends in non-Apple QCT revenue growth - The growth in non-Apple QCT revenue is driven by a mix shift towards premium devices and increased content per device [44][52]

Coty (NYSE:COTY) Q1 2026 Earnings Call November 05, 2025 04:45 PM ET Speaker1Hello everyone. Portion of Coty's first quarter fiscal 2026 earnings. On Thursday, November 6, 2025, at approximately 9:30 A.M. Eastern Time, or 3:30 P.M. Central European Time, we will hold a separate live Q&A session on our results, which you can access via our Investor Relations website. Joining me for our presentation are Sue Nabi, Coty's CEO, and Laurent Mercier, Coty's CFO. Before I hand the call over to Sue, I would like to ...

The Honest Company (NasdaqGS:HNST) Q3 2025 Earnings Call November 05, 2025 04:45 PM ET Speaker1Ladies and gentlemen, thank you for standing by, and welcome to The Honest Company's Third Quarter 2025 Earnings Conference Call. At this time, all participants are in the listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 11 on your telephone. You will then hear an automated message advising your hand h ...

McKesson (NYSE:MCK) Q2 2026 Earnings Call November 05, 2025 04:30 PM ET Company ParticipantsEric Percher - Co-founderBritt Vitalone - CFOCharles Rhyee - Managing DirectorBrian Tyler - CEOJeni Dominguez - VP of Investor RelationsElizabeth Anderson - Senior Managing DirectorLisa Gill - Managing DirectorConference Call ParticipantsStephen Baxter - Senior Equity Research AnalystSteven Valiquette - Equity Research Analyst for Healthcare, Technology, and Real Estate SectorsGeorge Hill - Managing Director and Equi ...

McKesson (NYSE:MCK) Q2 2026 Earnings Call November 05, 2025 04:30 PM ET Company ParticipantsEric Percher - Co-founderBritt Vitalone - CFOCharles Rhyee - Managing DirectorBrian Tyler - CEOJeni Dominguez - VP of Investor RelationsElizabeth Anderson - Senior Managing DirectorLisa Gill - Managing DirectorConference Call ParticipantsStephen Baxter - Senior Equity Research AnalystSteven Valiquette - Equity Research Analyst for Healthcare, Technology, and Real Estate SectorsGeorge Hill - Managing Director and Equi ...

Marqeta (NasdaqGS:MQ) Q3 2025 Earnings Call November 05, 2025 04:30 PM ET Company ParticipantsMichael Milotich - CEO and CFOBryan Keane - Managing Director of Equity ResearchDarrin Peller - Managing Director of Equity ResearchMaria Greiser - Head of Investor RelationsTimothy Chiodo - Managing Director of Equity ResearchConference Call ParticipantsNone - AnalystJames Faucette - Equity Research AnalystJamie Friedman - Equity Research AnalystCraig Maurer - Public Equity Research AnalystOperatorLadies and gentl ...

Senseonics (NYSEAM:SENS) Q3 2025 Earnings Call November 05, 2025 04:30 PM ET Company ParticipantsTim Goodnow - President and CEOJeremy Feffer - Managing DirectorAnthony Petron - Managing Director Equity ResearchRick Sullivan - CFOConference Call ParticipantsMatt Miksic - Equity Research AnalystBen Haynor - Senior Research AnalystJohn Block - AnalystOperatorGood day, everyone, and welcome to today's Senseonics Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mo ...

Marqeta (NasdaqGS:MQ) Q3 2025 Earnings Call November 05, 2025 04:30 PM ET Company ParticipantsMichael Milotich - CEO and CFOBryan Keane - Managing Director of Equity ResearchDarrin Peller - Managing Director of Equity ResearchMaria Greiser - Head of Investor RelationsTimothy Chiodo - Managing Director of Equity ResearchConference Call ParticipantsNone - AnalystJames Faucette - Equity Research AnalystJamie Friedman - Equity Research AnalystCraig Maurer - Public Equity Research AnalystOperatorLadies and gentl ...