QCOM · 10-Q · 2026Q2 · Full report
Automotive Market Expansion
QUALCOMM INC/DE · 2026-07-29 · Importance 70 · Surprise 56 · No source text
QCT automotive revenue increased by $477 million in the third quarter and by $2.904 billion in the first nine months of fiscal 2026. Growth reflected higher revenue per unit from favorable product mix and higher average selling prices, as well as increased shipments from new vehicle launches. The launches incorporated Qualcomm Snapdragon digital cockpit and advanced driver assistance and automated driving (ADAS/AD) products.
Key facts
- QCT automotive revenues for the three months ended June 28, 2026 were $1,588 million compared to $4,015 million in the year ago quarter. source
- QCT first nine months automotive revenues included a $560 million increase in revenues per unit and $551 million in higher shipments primarily from new vehicle launches with our Snapdragon digital cockpit and ADAS/AD products. source
- QCT automotive revenues increase in the third quarter of fiscal 2026 included a $381 million increase in revenues per unit and $223 million in higher shipments primarily from new vehicle launches with our Snapdragon digital cockpit and ADAS/AD products. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -24.4% | QCT automotive revenues for the three months ended June 28, 2026 were $1,588 million compared to $4,015 million in the year ago quarter. |
| revenue | positive | realized | +11.2% | QCT first nine months automotive revenues included a $560 million increase in revenues per unit and $551 million in higher shipments… |
| revenue | positive | realized | +6.1% | QCT automotive revenues increase in the third quarter of fiscal 2026 included a $381 million increase in revenues per unit and $223… |