QCOM · Earnings call · 2026Q3T · Full report
Automotive and Robotics Products
QUALCOMM INC/DE · 2026-11-04 · Importance 34 · Surprise 42 · In source text
Qualcomm said its premium-tier IQ10 robotics platform was set to begin its commercial ramp and was generating strong customer momentum. Ecosystem partners demonstrated AI models of up to 80 billion parameters running directly on IQ10. Management said it would continue expanding the technologies and capabilities of its robotics platform in fiscal 2027 and identified physical AI adoption across automotive, industrial, and robotics as an important industry trend.
Key facts
- QUALCOMM INC/DE began commercial shipments of its fifth-generation Snapdragon Digital Chassis in the September 2026 quarter and expects them to continue ramping in fiscal 2027.
- QUALCOMM INC/DE's premium-tier IQ10 robotics product was set to begin its commercial ramp.
- QUALCOMM INC/DE ecosystem partners demonstrated AI models of up to 80 billion parameters running directly on IQ10 during the quarter.
- QUALCOMM INC/DE said its fifth-generation Snapdragon Digital Chassis delivers its largest generation-to-generation content increase in company history.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | QUALCOMM INC/DE began commercial shipments of its fifth-generation Snapdragon Digital Chassis in the September 2026 quarter and expects… |
| revenue | positive | probable | — | QUALCOMM INC/DE began commercial shipments of its fifth-generation Snapdragon Digital Chassis in the September 2026 quarter and expects… |
| revenue | positive | probable | — | QUALCOMM INC/DE's premium-tier IQ10 robotics product was set to begin its commercial ramp. |