QCOM · News · 20261105N

Agentic AI Product Ecosystem

QUALCOMM INC/DE · 2026-11-05 · Importance 23 · Surprise 24

Qualcomm’s CFO and COO described a potential third personal-device category beyond PCs and phones, with form factors including glasses, watches, pendants and earbuds. The proposed common use case is having an on-device agentic AI conversation with a personal agent. The comments describe a prospective ecosystem opportunity rather than a named product launch.

Key facts

• Qualcomm CFO Akash Palkhiwala said a third personal device beyond PCs and phones could take forms such as glasses, a watch, a pendant, or earbuds, with an agentic AI conversation as the shared experience. source