QCOM · Earnings call · 2026Q3T · Full report

Automotive Partnership Expansion

QUALCOMM INC/DE · 2026-11-04 · Importance 47 · Surprise 60

Qualcomm said it reached an agreement with SpaceX to provide technology for Starlink Mobile’s nationwide terrestrial 5G network in the United States. The multiyear deployment is expected to begin in 2027, with revenue expected to appear as Qualcomm exits fiscal 2027 and to be primarily a fiscal 2028 opportunity. Qualcomm will provide radio silicon including massive MIMO, an accelerator for the digital unit, and Layer 1 software; management described the project as one of the largest network buildouts in the country.