QCOM · News · 20260827N

Data Center Revenue Outlook

QUALCOMM INC/DE · 2026-08-27 · Importance 64 · Surprise 42

Qualcomm 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 2029. The outlook indicates that data-center and automotive growth could offset continuing handset pressure, including Apple customer attrition and memory and storage supply constraints.

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