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QCOM

Qualcomm

Chips & ComputeAI exposure: Partial

On-device AI in phones and PCs through Snapdragon processors.

Alerts for QCOM

01What does it supply?

Products, customers, and where it sits in the AI stack.

What the company does

Designs mobile processors and modems; licenses wireless patents.

Its role in AI

Snapdragon chips run AI models locally on phones and laptops; a smaller data-center effort.

02How much does AI matter to its business?

Partial. One line of business, or an indirect beneficiary.

Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.

Reported by the company

Does not report Data Center/AI revenue separately. QCT revenues $8,504 million, down 5% YoY: Handsets $5,086 million (-20%), Automotive $1,588 million (+61%), IoT $1,830 million (+9%).Source · Fiscal Q3 2026, quarter ended June 28, 2026
Total revenues $9.9 billion, down 4% year-over-year, at the high end of guidance despite 'a challenging memory and supply environment.'Source · Fiscal Q3 2026, quarter ended June 28, 2026
Management expects YoY growth in non-handset revenues, including Data Center, to accelerate from 24% in fiscal 2026 to greater than 60% in fiscal 2027, toward $40 billion non-handset revenue by fiscal 2029.Source · Stated in fiscal Q3 2026 release, July 29, 2026
Fiscal Q4 2026 guidance: revenues $9.7B-$10.5B, QCT revenues $8.4B-$9.0B, QTL revenues $1.2B-$1.4B, non-GAAP diluted EPS $2.05-$2.25.Source · Guidance for fiscal Q4 2026 (quarter ending late Sept 2026)

Estimates

No third-party or editorial estimates are listed for QCOM. Only company-reported figures are shown at present.

Key financial metrics, by reporting period

Company-reported, via TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

No announced date on file. Check the investor relations page.

Last earnings release: 2026-07-29 (8-K)

Watch list

Fiscal Q4 2026 results versus guided revenues of $9.7B-$10.5B and QCT revenues of $8.4B-$9.0B source
Evidence that non-handset revenue growth, including Data Center, is accelerating toward the >60% fiscal 2027 target source
Snapdragon Summit 2026, September 22-24, 2026, listed as an upcoming event on the IR site source

Growth drivers

CEO Cristiano Amon: non-handset revenues, including Data Center, expected to accelerate from 24% growth in fiscal 2026 to greater than 60% in fiscal 2027, 'a significant inflection point' in the growth strategy source
Completed acquisition of Modular Inc, described as creating an open software foundation for generative and agentic AI source
10-K: growth from on-device/generative AI, automotive digitalization, IoT expansion, Snapdragon X Series PCs and emerging data center AI inference solutions source

Risks

Qualcomm's semiconductor business may suffer as customers such as Apple, Samsung and Xiaomi vertically integrate and develop their own chips, with Apple expected to increasingly replace Qualcomm modems source
A significant portion of the business is concentrated in China, and U.S. export controls and Chinese government policies push customers toward domestic alternatives source
Qualcomm depends on a limited number of third-party suppliers (TSMC, Samsung, GlobalFoundries) for manufacturing, and geopolitical disruptions could constrain supply and margins source

Recent developments: SEC filings

Source: SEC EDGAR · refreshed every 15 min

8-KCurrent report · items 3.022026-09-08document folder
8-KCurrent report · items 8.01,9.012026-07-31document folder
S-8Employee stock plan registration2026-07-31document folder
10-QQuarterly report2026-07-29document folder
8-KEarnings release · items 2.02,9.012026-07-29document folder
8-KCurrent report · items 3.022026-06-24document folder
10-QQuarterly report2026-04-29document folder
8-KEarnings release · items 2.02,9.012026-04-29document folder
S-8Employee stock plan registration2026-03-19document folder
8-KCurrent report · items 5.072026-03-19document folder
10-QQuarterly report2026-02-04document folder
8-KEarnings release · items 2.02,9.012026-02-04document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
Palkhiwala Akash J. EVP, CFO & COO	Open-market sale · disposed	2,500	$182.85	2026-09-11
Grech Patricia Y SVP, Chief Accounting Officer	Open-market sale · disposed	208	$170.00	2026-08-31
Grech Patricia Y SVP, Chief Accounting Officer	Option exercise · acquired	1,274	—	2026-08-21
Grech Patricia Y SVP, Chief Accounting Officer	Tax withholding · disposed	441	$160.74	2026-08-21
Grech Patricia Y SVP, Chief Accounting Officer	Open-market sale · disposed	625	$162.85	2026-08-21
Palkhiwala Akash J. EVP, CFO & COO	Open-market sale · disposed	2,500	$163.26	2026-08-12
ACE HEATHER S EVP, Chief HR Officer	Open-market sale · disposed	3,200	$147.04	2026-08-03
Palkhiwala Akash J. EVP, CFO & COO	Open-market sale · disposed	2,500	$180.81	2026-07-14

News

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Taiwan Semiconductor (ADR)

Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0000804328)
TradingView symbol page — full chart and data

Research note — Fiscal year ends late September; fiscal Q4 2026 results not yet reported and no Q4 earnings-call scheduling release was found (Q3 date was announced Jul 15 for Jul 29). Qualcomm's press-release listing pages require JavaScript and did not render; figures taken from the 8-K Exhibit 99.1 on sec.gov.