QCOM
QualcommOn-device AI in phones and PCs through Snapdragon processors.
Next earnings: Qualcomm has not announced its next earnings date. Its last earnings release was filed with the SEC on July 29, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
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.
Why QCOM is rated partial
Partial. Handsets ($5.1 billion) and the licensing business carry Qualcomm; there is no reported data-center or AI revenue line, and QCT revenue fell 5% in the June 2026 quarter. Management's target of more than 60% non-handset growth in fiscal 2027, including data center, is the AI story, and it is a forecast rather than a reported figure.
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 TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
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 3.022026-09-08documentfolder
- 8-KCurrent report · items 8.01,9.012026-07-31documentfolder
- S-8Employee stock plan registration2026-07-31documentfolder
- 10-QQuarterly report2026-07-29documentfolder
- 8-KEarnings release · items 2.02,9.012026-07-29documentfolder
- 8-KCurrent report · items 3.022026-06-24documentfolder
- 10-QQuarterly report2026-04-29documentfolder
- 8-KEarnings release · items 2.02,9.012026-04-29documentfolder
- S-8Employee stock plan registration2026-03-19documentfolder
- 8-KCurrent report · items 5.072026-03-19documentfolder
- 10-QQuarterly report2026-02-04documentfolder
- 8-KEarnings release · items 2.02,9.012026-02-04documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
ACHOUR BAAZIZ EVP, Chief Technology Officer | Option exercise · acquired | 5,749 | — | 2026-11-02 |
ACHOUR BAAZIZ EVP, Chief Technology Officer | Tax withholding · disposed | 3,121 | $164.79 | 2026-11-02 |
ACE HEATHER S EVP, Chief HR Officer | Option exercise · acquired | 5,134 | — | 2026-11-02 |
ACE HEATHER S EVP, Chief HR Officer | Tax withholding · disposed | 2,477 | $164.79 | 2026-11-02 |
CHAPLIN ANN C EVP, GenCounsel&CorpSecretary | Option exercise · acquired | 5,955 | — | 2026-11-02 |
CHAPLIN ANN C EVP, GenCounsel&CorpSecretary | Tax withholding · disposed | 2,953 | $164.79 | 2026-11-02 |
AMON CRISTIANO R Director, President & CEO | Option exercise · acquired | 20,946 | — | 2026-11-02 |
AMON CRISTIANO R Director, President & CEO | Tax withholding · disposed | 11,370 | $164.79 | 2026-11-02 |
Palkhiwala Akash J. EVP, CFO & COO | Option exercise · acquired | 9,651 | — | 2026-11-02 |
Palkhiwala Akash J. EVP, CFO & COO | Tax withholding · disposed | 5,239 | $164.79 | 2026-11-02 |
ROGERS ALEXANDER H EVP, Pres QTL & Global Affairs | Option exercise · acquired | 6,160 | — | 2026-11-02 |
ROGERS ALEXANDER H EVP, Pres QTL & Global Affairs | Tax withholding · disposed | 3,344 | $164.79 | 2026-11-02 |
News
QCOM in plain answers
The questions readers ask about Qualcomm, answered from the company's own filings and this site's research. Each answer names its source.
What does Qualcomm (QCOM) supply to AI?+
Designs mobile processors and modems; licenses wireless patents. Snapdragon chips run AI models locally on phones and laptops; a smaller data-center effort.
How much does AI matter to Qualcomm's business?+
AI exposure is rated partial on this site: One line of business, or an indirect beneficiary. 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%). Total revenues $9.9 billion, down 4% year-over-year, at the high end of guidance despite 'a challenging memory and supply environment.'
Company filing or releaseWhen is Qualcomm's next earnings date?+
Qualcomm has not announced its next earnings date. Its last earnings release was filed with the SEC on July 29, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Qualcomm insiders buying or selling QCOM stock?+
In the latest Form 4 filings for QCOM there are 12 other transactions (grants, option exercises, tax withholding); the most recent was filed on November 2, 2026 by ROGERS ALEXANDER H. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for QCOM?+
Fiscal Q4 2026 results versus guided revenues of $9.7B-$10.5B and QCT revenues of $8.4B-$9.0B Evidence that non-handset revenue growth, including Data Center, is accelerating toward the >60% fiscal 2027 target Snapdragon Summit 2026, September 22-24, 2026, listed as an upcoming event on the IR site
SourceWhat are the main risks for Qualcomm?+
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 A significant portion of the business is concentrated in China, and U.S. export controls and Chinese government policies push customers toward domestic alternatives Qualcomm depends on a limited number of third-party suppliers (TSMC, Samsung, GlobalFoundries) for manufacturing, and geopolitical disruptions could constrain supply and margins
Annual report, Item 1AWhich AI category is QCOM in?+
Qualcomm is listed under Chips & Compute. On-device AI in phones and PCs through Snapdragon processors.
Related companies in Chips & Compute
Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0000804328)
- TradingView symbol page — full chart and data