Headquartered in San Diego, CA Fiscal year ends September NASDAQ: QCOM qualcomm.com
Qualcomm develops semiconductor platforms and wireless technologies combining AI, high-performance low-power computing and connectivity. It operates through two primary segments.
QCT (Qualcomm CDMA Technologies) sells chips and platforms such as Snapdragon into three end markets:
- Mobile handsets
- Automotive (digital cockpit, connectivity and driver-assistance)
- IoT (internet of things)
QCT is now also ramping a Data Center business for AI infrastructure, including a multi-generational collaboration with Amazon.
QTL (Qualcomm Technology Licensing) licenses Qualcomm's large patent portfolio, covering cellular and other wireless technologies, to device makers. Its licensees include Apple, Huawei and Transsion under recently renewed long-term agreements.
A third segment, QSI (Qualcomm Strategic Initiatives), holds strategic investments that the company generally expects to exit.
Qualcomm Technologies, Inc. runs substantially all engineering, R&D and product businesses, while Qualcomm Incorporated holds the licensing business and the vast majority of patents. The company relies on a small number of handset customers, has significant exposure to China, and depends on third-party foundries and suppliers. Updated
As of Sep 30, 2026 · disclosed Nov 6, 2026 · ~45 days stale — may not reflect current positions.
Alphabet's 13F shows a new Qualcomm stake as of September 30, a rare public-equity bet from a filer whose disclosed portfolio is 94.8% SpaceX.
Automotive revenue jumped 89% to a record $1.99 billion, offsetting a decline in handset chip revenue. Amon is calling fiscal 2027 the start of a non-handset inflection, reiterating a $5 billion data center target alongside a new Amazon AI infrastructure collaboration.
Fiscal 2027 marks the start of our non-handset revenue inflection, including the ramp of our Data Center business. Non-handset revenues are projected to grow by more than 60% year-over-year, and we are reiterating our fiscal 2027 Data Center revenue target of $5B.
Amon just attached a hard number to Qualcomm's push into Nvidia's territory, reaffirming a $5 billion data center target for fiscal 2027 on the Q4 earnings call. For a $183 billion company still defined by handsets, that diversification timeline is now the thing to hold management to.
We are pleased to deliver fourth quarter non-GAAP revenues at the high end of our guidance, along with 36% year-over-year growth in combined QCT Automotive and IoT revenues.
Amon is pointing investors away from handsets, where global smartphone shipments keep sliding, toward automotive and IoT as the growth engine behind a fiscal fourth quarter at the top of guidance. Watch whether that mix shift holds as Qualcomm's Apple modem revenue fades.
A 3.57% climb to $170.31 lands hours before Qualcomm's earnings report, so buyers are paying up ahead of the numbers.
Qualcomm gets a multiyear silicon and software slot inside a fourth US wireless network before it exists, with buildout starting in 2027 across tens of thousands of cell sites.
QUALCOMM TO POWER SPACEX'S NEW NATIONWIDE 5G NETWORK $SPCX has selected $QCOM to supply the chips and software for Starlink Mobile's terrestrial 5G network, with deployment beginning in 2027 across tens of thousands of U.S. cell sites under a multiyear agreement. The goal is to https://t.co/aAd37P7oRa
Qualcomm just locked in multi-year silicon demand from tens of thousands of new ground sites, and SpaceX stops being only a satellite threat to the Big 3 carriers once terrestrial buildout starts in 2027.
Big news! SpaceX has just officially announced that they are partnering with Qualcomm to help build @Starlink Mobile's nationwide terrestrial 5G network, with deployment beginning in 2027. Under the multi-year agreement, SpaceX plans to deploy tens of thousands of cellular sites https://t.co/8vtnio27KT
Last week's tech flush was the bait, according to this read, with the Nasdaq sitting on its trendline into a week stacked with job openings, unemployment data and four megacap tech earnings reports.
It's going to be a busy week of economic events. Job openings, crude oil stock and unemployment. It's also a big earnings week with $AAPL, $PLTR, $AMD, $QCOM, etc. Spooking people out of tech last week could have been the perfect trap for a reversal. https://t.co/bwOnF7JLqH https://t.co/0uepqdS471 [Quoted @FinanceLancelot]: The Nasdaq is approaching the trendline this week. According to the October 2018 pattern on the S&P 500, we begin a rally on November 4th, the day after the midterms. The 2020 and 2018 patterns look strange because this chart is in log and I captured the candlesticks in https://t.co/BYTu0dYr2a https://t.co/2bUG8LaBtV
Memory inflation is killing the budget phone, and the chip vendors levered to it are paying: Qualcomm and MediaTek each gave up three to six points of share while Apple picked up four.
Counterpoint says global smartphone processor shipments fell 21% YoY in Q3 as rising memory costs pushed manufacturers to cut cheaper models. • MediaTek's market share fell from 34% to 28% • Qualcomm's $QCOM declined from 25% to 22% • Apple's increased from 17% to 21%
An internal memo tying global headcount cuts to annual reviews points to opex discipline heading into Qualcomm's next quarter, with handset demand already soft. Keep an eye on the stock for how much of that lands in margins.
JUST IN: Qualcomm to cut jobs globally in "performance-focused reduction" after annual reviews, internal memo shows https://t.co/98tqWIBUnq
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Qualcomm develops semiconductor platforms and wireless technologies combining AI, high-performance low-power computing and connectivity. It operates through two primary segments.
24/7 Wall St.'s 12-month price target for QCOM is $202.81, rated Buy. The Wall Street consensus target is $197.03. QCOM price prediction →
