QCOM · Earnings call · 2026Q3T · Full report

Competition and Market Share

QUALCOMM INC/DE · 2026-11-04 · Importance 54 · Surprise 40

Qualcomm said its Samsung business baseline had shifted from 50% historically to above 70%, and management characterized that higher level as the planning baseline for future Galaxy generations. It also said Qualcomm was expanding its position beyond premium Galaxy smartphones into Samsung wearables and other devices. Separately, management said Qualcomm was pleased with its premium-tier Android share position and expected that position to strengthen as agentic smartphones raise computing content per device.