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 · 2026-08-07

Market Demand TrendsImportance 51 · Surprise 64
Qualcomm’s Handsets segment was reported down 20% year over year, indicating continued contraction in its core smartphone market. Automotive revenue increased 61% year over year, reflecting stronger demand for Qualcomm…
Revenue Performance and MixImportance 47 · Surprise 48
Qualcomm’s Handsets segment declined 20% year over year amid weakness in the smartphone market. Automotive revenue increased 61% year over year, while IoT revenue grew 9% year over year. The mix shift toward Automotive…
Acquisition / Partnership / DivestitureImportance 47 · Surprise 60
Qualcomm completed its acquisition of Modular Inc., an AI-native software infrastructure company. The transaction is intended to strengthen Qualcomm Technologies’ AI platforms across multiple computing environments and…
Customer DynamicsImportance 46 · Surprise 42
Qualcomm reportedly secured a long-term supply agreement with BMW for chips used in future digital cockpits and advanced driver-assistance systems. BMW represents a major automotive customer win as Qualcomm expands…
Quarterly Dividend DeclarationImportance 13 · Surprise 6
Qualcomm declared a quarterly dividend of $0.92 per share. The dividend declaration provides a recurring capital return to shareholders during a period when Qualcomm’s handset business is under pressure. The reported…

Automotive Partnership ExpansionImportance 71 · Surprise 82
Qualcomm secured a long-term agreement with BMW to supply chips for future digital cockpits and advanced driver-assistance systems. The deal expands Qualcomm’s automotive design-win pipeline beyond its shrinking…
AI Chip PartnershipsImportance 34 · Surprise 42
Qualcomm Technologies and Multiverse Computing are optimizing Multiverse’s AI models for Qualcomm Dragonfly AI200 and AI250 accelerators. The collaboration targets data-center operators running large-scale AI…

Market Demand TrendsImportance 51 · Surprise 64
Qualcomm’s Handsets segment was reported down 20% year over year, indicating continued contraction in its core smartphone market. Automotive revenue increased 61% year over year, reflecting stronger demand for Qualcomm…
Revenue Performance and MixImportance 47 · Surprise 48
Qualcomm’s Handsets segment declined 20% year over year amid weakness in the smartphone market. Automotive revenue increased 61% year over year, while IoT revenue grew 9% year over year. The mix shift toward Automotive…
AI Infrastructure PartnershipImportance 34 · Surprise 42
Qualcomm Technologies and Multiverse Computing are optimizing Multiverse’s AI models for Qualcomm Dragonfly AI200 and AI250 data-center accelerators. The collaboration demonstrated 93% faster AI model execution, 45%…

Market Demand TrendsImportance 51 · Surprise 64
Qualcomm’s Handsets segment was reported down 20% year over year, indicating continued contraction in its core smartphone market. Automotive revenue increased 61% year over year, reflecting stronger demand for Qualcomm…
Leadership TransitionImportance 25 · Surprise 42
Qualcomm appointed Wassim Chourbaji as Senior Vice President and President of Qualcomm Europe, Middle East and Africa, effective immediately. Chourbaji will lead the company’s strategy and strategic priorities across…