Filings monitor · QCOM

What QUALCOMM INC/DE's SEC filings said

10-K for 2026, filed 4 Nov 2026, and 2 8-Ks since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Data Center Revenue Outlook87 · importance in its document · 8-K exhibit · 4 Nov 2026
   Management said fiscal 2027 marks the start of a non-handset revenue inflection, including a ramp in Qualcomm’s Data Center business. It projects fiscal 2027 non-handset revenues to grow by more than 60% year over year and reiterated a $5…
2. Capital Expenditures and Cash Flow83 · importance in its document · 10-K · 2026
   Cash outflows for capital expenditures were $2.5 billion in fiscal 2026, compared with $1.2 billion in fiscal 2025, an increase of more than 100%. The spending primarily supported engineering infrastructure and integrated-circuit testing.…
3. Income Tax Rate Changes65 · importance in its document · 10-K · 2026
   Qualcomm recorded a $5.7 billion income tax benefit in the second quarter of fiscal 2026 after releasing its federal deferred tax asset valuation allowance. The release followed Treasury and IRS Notice 2026-07, which allows certain…
4. Automotive Revenue Expansion63 · importance in its document · 10-K · 2026
   QCT automotive revenue increased $2.047 billion to $6.004 billion in fiscal 2026. The increase reflected $1.3 billion in higher revenue per unit, driven by favorable mix and higher average selling prices, and $712 million in higher…
5. Automotive Market Growth63 · importance in its document · 8-K exhibit · 4 Nov 2026
   QCT automotive revenue reached $1.990 billion in Q4 fiscal 2026, up 89% year over year, and $6.004 billion for fiscal 2026, up 52%. Qualcomm described the quarter as its first $2 billion automotive revenue quarter. The release attributes…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-K · 2026 filed 4 Nov 2026

Full report · Filing on EDGAR

• Capital Expenditures and Cash FlowImportance 83
  Cash outflows for capital expenditures were $2.5 billion in fiscal 2026, compared with $1.2 billion in fiscal 2025, an increase of more than 100%. The spending primarily supported engineering infrastructure and…
• Income Tax Rate ChangesImportance 65 · +1 more on this subject
  Qualcomm recorded a $5.7 billion income tax benefit in the second quarter of fiscal 2026 after releasing its federal deferred tax asset valuation allowance. The release followed Treasury and IRS Notice 2026-07, which…
• Automotive Revenue ExpansionImportance 63
  QCT automotive revenue increased $2.047 billion to $6.004 billion in fiscal 2026. The increase reflected $1.3 billion in higher revenue per unit, driven by favorable mix and higher average selling prices, and $712…
• Capital Return ProgramImportance 60
  Qualcomm repurchased $7.817 billion of common stock in fiscal 2026 at an average price of $161.96 per share, compared with $8.791 billion in fiscal 2025. It paid $3.854 billion in dividends in fiscal 2026, or $3.62 per…
• Handset Market Demand TrendsImportance 60
  QCT handset revenue fell $3.721 billion year over year to $24.072 billion, primarily because chipset shipments to certain major OEMs declined. Customers adjusted build plans to reduce inventory amid memory supply…
• Acquisition / Partnership / DivestitureImportance 59
  Qualcomm acquired Alphawave IP Group plc in the first quarter of fiscal 2026, with approximately $2.3 billion of cash restricted to pay the acquisition consideration. The acquisition contributed to a $235 million…
• Balance Sheet and LiquidityImportance 58
  Cash, cash equivalents and marketable securities, including restricted cash, totaled $7.681 billion at September 27, 2026, down $4.797 billion from $12.478 billion a year earlier. Debt was $15.112 billion, including…
• Competition and Market ShareImportance 58
  Qualcomm expects continued intense competition, including from vertical integration by major customers Apple and Samsung. Apple already uses its internally developed modem in certain smartphones, and Qualcomm expects…
• Apple Customer ExposureImportance 44
  Qualcomm expects continued intense competition, including vertical integration by Apple and Samsung. Apple already uses its internally developed modem in certain smartphones, and Qualcomm expects Apple to primarily use…
• Operating Expense TrendsImportance 42
  Research and development expense rose $1.165 billion, or about 13%, to $10.207 billion in fiscal 2026 from $9.042 billion in fiscal 2025. The increase included $701 million of higher costs for connectivity and…
• Data Center Revenue OutlookImportance 40
  Qualcomm reported $235 million in higher Data Center equipment and services revenue, primarily driven by its acquisition of Alphawave in the first quarter of fiscal 2026. It expects Data Center revenue growth beginning…
• Supply Chain ConstraintsImportance 38
  Qualcomm described broad semiconductor input-cost increases and capacity constraints across wafer fabrication, assembly, test, advanced packaging, memory and other materials, partly associated with demand for…

Capital spending check: Capital spending up sharply (Flagged, rule score 55).

8-K filings last 12 months

• New debt13 Nov 2026 · 8-K Item 1.01 · Routine · rule score 10
  “On November 12, 2026, QUALCOMM Incorporated (the Company) executed an Officers’ Certificate (the Officers’ Certificate), in accordance with Sections 2.02, 2.03, 10.04 and 10.05 of the Indenture dated May 20, 2015 (the Base Indenture and,…”
• Results, no stated guidance change4 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Data Center Revenue Outlook · Automotive Market Growth · AI Data Center Partnership
• Equity issuance8 Sept 2026 · 8-K Item 3.02 · Routine · rule score 40
• Results, no stated guidance change29 Jul 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Acquisition / Partnership / Divestiture · Guidance / Outlook · Supply Chain and Inventory
• Equity issuance24 Jun 2026 · 8-K Item 3.02 · Routine · rule score 40
• Results (release not read)29 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)4 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• CEO exit16 Jan 2026 · 8-K Item 5.02 · Flagged · rule score 70
  “On January 13, 2026, Christopher D. Young, a member of the Board of Directors (the “Board”) of QUALCOMM Incorporated (the “Company”), informed the Board that due to the significant time commitment required in his new role as Chief…”
• Board change16 Dec 2025 · 8-K Item 5.02 · Routine · rule score 10
  “On December 10, 2025, Kornelis (Neil) Smit, a member of the Board of Directors (the “Board”) of QUALCOMM Incorporated (the “Company”), informed the Board that he will be retiring from the Board effective as of the Company’s 2026 Annual…”

Earlier reports

• 10-Q · 2026Q2filed 29 Jul 2026
  Balance Sheet and Liquidity · Acquisition / Partnership / Divestiture · Market Demand Trends

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.