QCOM · Technology
QUALCOMM INC/DE
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Product Launch and TransitionImportance 34 · Surprise 42Qualcomm launched next-generation 2nm Snapdragon processors aimed at premium smartphones and agentic AI applications. The Snapdragon 8 Elite Gen 6 is designed to support on-device AI that interprets user intent and…
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Qualcomm Technologies agreed to acquire PickNik Inc., developer of the MoveIt open-source manipulation framework, with no purchase price disclosed. The acquisition will integrate PickNik’s robotics-control capabilities…
- AI Software Ecosystem ExpansionImportance 31 · Surprise 42Liquid AI announced that its Liquid Context on-device context layer is optimized for Qualcomm Snapdragon processors using the Qualcomm Hexagon NPU. The software creates persistent user context from signals generated by…
- AI PC Partnership ExpansionImportance 31 · Surprise 42Qualcomm is collaborating with Google and Microsoft on Snapdragon-powered personal computers. Dell and HP are expected to use Snapdragon X Elite in new Googlebook laptops, providing AI capabilities, native Android…
- Partner Ecosystem ExpansionImportance 31 · Surprise 42Qualcomm used Snapdragon Summit to promote a personal-AI strategy spanning phones, PCs, cars, glasses, and other connected devices. The company highlighted on-device AI software, wearable reference designs, audio…
News · 2026-09-22
- Product Launch and TransitionImportance 31 · Surprise 42Qualcomm introduced the Snapdragon 8 Elite Extreme Gen 6 and Snapdragon 8 Elite Gen 6 premium smartphone platforms on September 22, 2026. Both chips use a 2-nanometer process and Qualcomm Oryon CPUs, Adreno GPUs, and…
- Partner Ecosystem ExpansionImportance 31 · Surprise 42Qualcomm is partnering with Alphabet’s Google to power a new line of “Googlebook” laptops. The laptops will use Qualcomm’s Snapdragon X Elite platform and Google’s Gemini AI. The collaboration expands Snapdragon…
- AI Product Launch and TransitionImportance 31 · Surprise 42Qualcomm launched the Snapdragon 8 Elite Extreme Gen 6 and Snapdragon 8 Elite Gen 6 flagship mobile platforms. Both chips use a 2nm process and Qualcomm’s custom Oryon CPU, Adreno GPU, and Hexagon NPU to support…
- AI Infrastructure PartnershipImportance 31 · Surprise 42Qualcomm, Corning, and Lumentum will demonstrate a high-density die-to-die optical connectivity solution at ECOC 2026. The solution targets AI scale-up architectures and combines Corning’s fiber technology, Qualcomm’s…
- AI PC Partnership ExpansionImportance 31 · Surprise 42Qualcomm is partnering with Alphabet's Google to power a new line of “Googlebook” laptops using Qualcomm's Snapdragon X Elite platform and Google's Gemini AI. The initiative expands Qualcomm's AI-enabled computing…
- Supply Chain and Pricing PressureImportance 20 · Surprise 24The new smartphone-chip launch coincides with a contraction in the broader smartphone industry. Rising memory prices are increasing device costs and weighing on smartphone shipment forecasts. Qualcomm’s on-device AI…
News · 2026-09-21
- AI Infrastructure PartnershipImportance 31 · Surprise 42Qualcomm Technologies is collaborating with Lumentum and Corning to demonstrate a high-density 1060 nm VCSEL optical die-to-die interconnect at ECOC 2026 in Málaga, Spain. The architecture combines Qualcomm’s D2D…
News · 2026-09-20
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Qualcomm completed its acquisition of Modular Inc. on July 28, 2026. The transaction was valued at approximately $3.1 billion based on Qualcomm’s closing stock price on that date. Consideration was primarily paid in…
News · 2026-09-17
- Apple Customer ExposureImportance 37 · Surprise 42Third-party reporting expects Qualcomm’s Apple-related revenue to decline as Apple continues shifting toward in-house modem technology. Apple’s modem transition represents a customer-account risk for Qualcomm’s handset…
- AI Chip PartnershipsImportance 31 · Surprise 42Qualcomm has a strategic partnership with Amazon Web Services to develop AI silicon for data centers. The partnership supports Qualcomm’s diversification beyond handset chipsets into data-center infrastructure. The…
- AI Infrastructure PartnershipImportance 31 · Surprise 42Third-party reporting says Qualcomm is partnering with Amazon Web Services to develop AI silicon for data centers. The initiative supports Qualcomm’s diversification beyond handset processors into data-center…
- Gross Margin DriversImportance 17 · Surprise 24Qualcomm faces margin pressure from rising semiconductor costs, weaker handset demand, and an unfavorable product mix. The reported pressure is concentrated in the handset business, where softer demand can reduce…
- Competition and Market ShareImportance 17 · Surprise 24MediaTek’s market capitalization reportedly surpassed Qualcomm’s, reaching $223 billion versus Qualcomm’s $200.6 billion. MediaTek introduced the Dimensity 9600 Pro processor for the premium smartphone market. The…
News · 2026-09-16
- AI Chip PartnershipsImportance 52 · Surprise 42Qualcomm announced a multi-generational collaboration with Amazon to develop customized artificial-intelligence chips for Amazon Web Services (AWS). Third-party reporting valued the potential opportunity at up to $60…
News · 2026-09-15
- AI Infrastructure PartnershipImportance 64 · Surprise 42Qualcomm has entered Amazon’s AI custom-silicon and optical-connectivity ecosystem, expanding beyond its core handset market into hyperscale data-center infrastructure. Amazon’s potential commercial relationship with…
- Apple Customer ExposureImportance 58 · Surprise 42Apple is reportedly shifting modem development in-house, reducing Qualcomm’s modem relationship with a major handset customer. The transition increases pressure on Qualcomm’s core handset business and heightens the…
- AI Infrastructure CompetitionImportance 34 · Surprise 42Qualcomm’s entry into Amazon’s AI custom-silicon and optical-connectivity ecosystem creates new competition for Marvell in AWS-related infrastructure. Marvell continues to have broad AWS engagement, particularly in…
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Qualcomm’s quarterly dividend is scheduled to be paid on September 24, 2026. The dividend will be paid to shareholders of record as of the close of business on September 3, 2026. The report does not state the per-share…
News · 2026-09-14
- AI Infrastructure PartnershipImportance 31 · Surprise 42Third-party reports highlight Qualcomm’s partnership with Amazon as a potential catalyst for Qualcomm’s artificial-intelligence business. The coverage describes the relationship as involving AI chips for Amazon Web…
- AI Chip DevelopmentImportance 31 · Surprise 42Qualcomm’s HBC architecture is being positioned for the AI accelerator market. The architecture reportedly seeks to bypass HBM and CoWoS bottlenecks, improve yields and energy efficiency, and give hyperscalers more…
News · 2026-09-13
- AI Infrastructure PartnershipImportance 75 · Surprise 60Qualcomm is pivoting beyond handsets toward AI data-center products, with AWS identified as a transformative commercial partner. The AWS agreement reportedly includes up to $60 billion in payments tied to 25 million…
News · 2026-09-12
- AI Infrastructure PartnershipImportance 58 · Surprise 42Qualcomm is pursuing a multi-generational collaboration with Amazon focused on AI inference and optical connectivity. Third-party reporting characterizes the partnership as a potential $60 billion opportunity as…
- Apple Customer ExposureImportance 52 · Surprise 42Apple is moving its modem business away from Qualcomm, removing a major handset customer relationship. Third-party commentary presents the Amazon collaboration as a potential offset to the lost Apple modem opportunity.…
News · 2026-09-11
- AI Chip PartnershipsImportance 64 · Surprise 42Qualcomm previously shipped its Centriq server processor beginning in November 2017 but largely dismantled the effort by the end of 2018. Amazon’s new agreement ties warrant vesting to binding purchase orders, linking…
- Customer DynamicsImportance 64 · Surprise 42Amazon’s new agreement links warrant vesting to binding purchase orders and up to $60 billion of Qualcomm server-chip purchases through 2036. The arrangement could accelerate Qualcomm’s data-center sales as early as…
- Market Demand TrendsImportance 23 · Surprise 24Third-party reporting describes Qualcomm’s handset business as shrinking while automotive and data-center ambitions scale rapidly. The transition reflects Qualcomm’s effort to diversify beyond mobile handsets into…
News · 2026-09-10
- AI Chip PartnershipsImportance 31 · Surprise 42Qualcomm has an AI-chip supply agreement with Amazon, identifying Amazon as a customer for Qualcomm AI semiconductor products. The agreement is discussed alongside Amazon’s expansion of AI and data-center capacity. The…
News · 2026-09-09
- AI Infrastructure PartnershipImportance 64 · Surprise 42Qualcomm and Amazon entered a reported $60 billion, multigenerational partnership to develop customized silicon and high-speed optical connectivity for AI inference. The infrastructure is intended for AWS users and…
News · 2026-09-08
- AI Infrastructure PartnershipImportance 31 · Surprise 42Qualcomm announced a multi-generational collaboration with Amazon Web Services to develop customized silicon for large-scale AI data centers, initially emphasizing AI inference. The agreement also covers Qualcomm…
News · 2026-09-01
- Competition and Market ShareImportance 34 · Surprise 42MediaTek shares rose 10% after Nvidia invested $3.5 billion in convertible bonds issued by MediaTek. Nvidia and MediaTek will integrate Nvidia technology into MediaTek’s custom AI chip business, as well as PCs and…
- AI PC Partnership ExpansionImportance 31 · Surprise 42Qualcomm expanded its AI PC presence through a tie-up with HUMAIN. HUMAIN’s Horizon Ultra is powered by Qualcomm’s Snapdragon X2 Elite platform. The partnership targets AI-enabled personal computers and increases…
- Product Launch and TransitionImportance 31 · Surprise 42Qualcomm is expanding its AI PC presence through a tie-up with HUMAIN. HUMAIN’s Horizon Ultra is powered by Qualcomm’s Snapdragon X2 Elite platform. The collaboration supports Qualcomm’s positioning in AI-enabled…
News · 2026-08-31
- Guidance / OutlookImportance 48 · Surprise 60Qualcomm provided fourth-quarter 2026 adjusted EPS guidance of $2.05 to $2.25. The guidance establishes the company’s near-term earnings outlook for the quarter ending in the fourth quarter of fiscal 2026. Analysts…
- Revenue Performance and MixImportance 37 · Surprise 6Qualcomm reported quarterly revenue of $9.95 billion, exceeding analyst expectations. Revenue has remained flat to slightly lower sequentially across the most recent eight quarters. The reported pattern indicates…
- Partner Ecosystem ExpansionImportance 34 · Surprise 42Qualcomm is expanding its Dragonwing platform in Korea to target industrial AI and robotics applications. At its Dragonwing IoT Day in Seoul, the company demonstrated industrial automation, robotics, vision AI, and…
- Strategic InitiativesImportance 34 · Surprise 42Qualcomm is expanding its Dragonwing platform in Korea to target industrial AI and robotics. At the August 31 Seoul Dragonwing IoT Day, approximately 500 customers and partners viewed applications spanning industrial…
News · 2026-08-30
- Products and TechnologyImportance 10 · Surprise 6Qualcomm’s Snapdragon mobile platform continues to be featured in high-end devices. The positioning reinforces Qualcomm’s role in premium mobile hardware. The platform is also associated with the company’s…
News · 2026-08-27
- Guidance / OutlookImportance 75 · Surprise 60Qualcomm’s QCT non-handset revenue is projected to reach $40 billion by fiscal 2029, reflecting its diversification beyond handsets. FQ4 2026 and fiscal 2027 are expected to show mixed handset performance, with Apple…
- Data Center Revenue OutlookImportance 64 · Surprise 42Qualcomm is expected to reach an inflection point in data-center monetization during fiscal 2027. Its diversification strategy is supported by guidance for approximately $40 billion of QCT non-handset revenue by fiscal…
- Market Demand TrendsImportance 32 · Surprise 24Qualcomm continues to face handset-market pressure, including expected mixed handset metrics in fiscal fourth quarter 2026 and fiscal 2027. Apple customer attrition and a memory and storage supply crunch are identified…
- Vietnam AI Investment ExpansionImportance 17 · Surprise 24Vietnamese leaders urged Qualcomm to deepen investment in artificial intelligence, semiconductors, and research and development in Vietnam. The initiative is part of Vietnam’s effort to become a regional innovation hub…
News · 2026-08-26
- Product Launch and TransitionImportance 31 · Surprise 42Qualcomm is expanding its edge-AI footprint through Arduino VENTUNO Q. The platform is designed to provide real-time AI computing for robotics, industrial automation, and smart-city applications. The reported use cases…
- Products and TechnologyImportance 31 · Surprise 42Qualcomm released IMSDK 2.0, a unified software toolkit for accelerated AI and multimedia workloads. The toolkit combines AI and multimedia capabilities within a single development framework. The launch supports…
- AI Infrastructure PositioningImportance 31 · Surprise 42Qualcomm is positioning its newly announced High Bandwidth Compute technology to address memory-bandwidth constraints in AI data centers. The reported roadmap also includes expansion in server CPUs, custom silicon, and…
- AI Product DevelopmentImportance 31 · Surprise 42Qualcomm is expanding its edge-AI footprint through the Arduino VENTUNO Q platform. The platform is designed to provide real-time AI computing for robotics, automation, and smart-city applications. The report does not…
- AI Software Ecosystem ExpansionImportance 31 · Surprise 42Qualcomm announced the release of Qualcomm IMSDK 2.0 on August 26, 2026. The software development toolkit combines accelerated AI and multimedia capabilities in a unified framework. No pricing, investment amount,…
- AI Data Center ProductsImportance 31 · Surprise 42Qualcomm is positioning its newly announced High Bandwidth Compute technology to address memory-bandwidth constraints in AI data centers. The roadmap also covers server CPUs, custom silicon, and software as part of the…
News · 2026-08-25
- Guidance / OutlookImportance 100 · Surprise 100Management projects non-handset revenue growth of more than 60% in fiscal 2027. Data center revenue is expected to reach $5 billion in fiscal 2027, supported by hyperscaler custom-silicon wins and a deal with Meta…
- AI Infrastructure PositioningImportance 100 · Surprise 100Qualcomm is pursuing data-center and AI silicon opportunities through hyperscaler custom-silicon wins and a reported deal with Meta Platforms. The article said data-center revenue could reach $5 billion in fiscal 2027,…
- Data Center Revenue OutlookImportance 100 · Surprise 100Third-party reporting said Qualcomm is pivoting toward data-center and AI silicon, with management projecting non-handset revenue growth of more than 60% in fiscal 2027. Data-center revenue is reportedly expected to…
- Partner Ecosystem ExpansionImportance 31 · Surprise 42Qualcomm launched the Qualcomm Japan Robotics Center to support innovation and development in Japan’s robotics industry. Fixstars joined as a launch partner, contributing software optimization and…
- Product Launch and TransitionImportance 31 · Surprise 42Arduino launched the VENTUNO Q development board using Qualcomm’s Dragonwing IQ8 Series. The board brings agentic AI capabilities to physical-world applications and is intended to enable more intelligent and autonomous…
- Strategic InitiativesImportance 31 · Surprise 42Qualcomm launched a robotics investment initiative in Japan on August 25, 2026, centered on the new Qualcomm Japan Robotics Center. Fixstars Corporation joined the center as a launch partner, contributing software…
- Products and TechnologyImportance 17 · Surprise 24Qualcomm’s Oryon CPU reportedly reached a 5GHz clock speed. The performance milestone uses Qualcomm’s FlexCache architecture. The development supports Qualcomm’s positioning in high-performance CPU designs.
- Competition and Market ShareImportance 17 · Surprise 24Xiaomi launched its 3-nanometer Xring O3 smartphone chip to compete with Qualcomm and MediaTek. The chip emphasizes image processing and on-device AI, while Xiaomi is seeking greater control over product development…