QCOM · 8-K · 20261104PR000127
Data Center Revenue Outlook
QUALCOMM INC/DE · 2026-11-04 · Importance 87 · Surprise 82 · In source text
Management said fiscal 2027 marks the start of a non-handset revenue inflection, including a ramp in Qualcomm’s Data Center business. It projects fiscal 2027 non-handset revenues to grow by more than 60% year over year and reiterated a $5 billion fiscal 2027 Data Center revenue target. The release provides no geographic breakdown for this outlook.
Key facts
- QUALCOMM INC/DE reiterated its fiscal 2027 Data Center revenue target of $5 billion. source
- QUALCOMM INC/DE said fiscal 2027 marks the start of its non-handset revenue inflection, including the ramp of its Data Center business. source
- QUALCOMM INC/DE's Q1 FY2027 QCT revenue guidance includes Data Center. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | committed | — | QUALCOMM INC/DE reiterated its fiscal 2027 Data Center revenue target of $5 billion. |