QCOM · Earnings call · 2026Q3T · Full report

Patent Infringement Lawsuit

QUALCOMM INC/DE · 2026-11-04 · Importance 41 · Surprise 60

Qualcomm reported that a jury found ARM breached its longstanding architecture license agreement with Qualcomm, failed to honor commitments, intentionally disrupted Qualcomm’s business, and engaged in unfair competition. Management called the outcome a victory for innovation and competition and said it would continue developing and delivering Oryon CPUs and other semiconductor products. Qualcomm said the verdict has no implications for its CPU roadmap and emphasized its ability to continue developing and shipping Oryon products.

Key facts

• A jury found that ARM breached its architecture license agreement with QUALCOMM INC/DE, failed to honor commitments, intentionally acted to disrupt Qualcomm's business, and engaged in unfair competition.
• QUALCOMM INC/DE said the ARM litigation outcome had no implications for its CPU roadmap and that it remained able to develop and ship Oryon products.