QCOM · News · 20261106N

Guidance / Outlook

QUALCOMM INC/DE · 2026-11-06 · Importance 29 · Surprise 24

Management said the June quarter marked the bottom for its China Android business, with revenue recovering sequentially in the September quarter. It expects global handset shipments to be flat to slightly lower in calendar 2027, citing continued uncertainty in smartphone demand. The outlook identifies China Android recovery and a potentially softer global handset market as key demand conditions.

Key facts