QCOM · 8-K · 20260729PR000085

Acquisition / Partnership / Divestiture

QUALCOMM INC/DE · 2026-07-29 · Importance 90 · Surprise 100 · In source text

Qualcomm completed its acquisition of Modular Inc. during fiscal 2026. The transaction is intended to create an open software foundation for generative and agentic AI. Nine-month cash outflows for acquisitions and other investments totaled $1.573 billion, compared with $711 million in the prior-year period. Third-quarter other items included $101 million of acquisition-related charges, and fourth-quarter EPS guidance includes approximately $110 million of acquisition-related items before tax.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
assetspositiverealized—Qualcomm completed acquisition of Modular Inc
net_incomenegativecommitted—Q4 FY26 guidance includes diluted EPS attributable to other items of ($0.11), primarily related to acquisition-related items