QCOM · News · 20260825N
Guidance / Outlook
QUALCOMM INC/DE · 2026-08-25 · Importance 100 · Surprise 100 · In source text
Management 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 Platforms. Qualcomm’s modem contract with Apple is expected to expire in March 2027, increasing the importance of data center and other non-handset growth to offset potential handset pressure.
Key facts
- CEO Cristiano Amon projects non-handset revenue growth to exceed 60% in fiscal 2027. source
- Qualcomm management has guided for meaningful revenue acceleration for its non-handset segment. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | CEO Cristiano Amon projects non-handset revenue growth to exceed 60% in fiscal 2027. |