QUALCOMM Inc.
Revenue
$10B
Net Income
$3B
QUALCOMM Inc.
Revenue
$10B
Net Income
$3B
QUALCOMM Inc.
CIK: 0000804328
Earnings Analysis
Analyzed 6 of 12 reports
Performance Summary - Q2 2025bullishmaintained
Financial Performance Trend
Overall Analysis & Outlook
Over the past 5 quarters, QUALCOMM Inc. has been showing mixed sentiment with stable guidance. Revenue has grown 11.8% during this period. The latest quarter shows bullish sentiment with positive tone from management.
Latest Quarter Highlights:
Qualcomm delivered strong Q2 2025 performance with 10% revenue growth and 25% net income increase, driven by strength in handsets, IoT, and automotive segments. The company remains focused on 5G leadership and technology diversification.
Detailed Quarterly Reports
In-depth analysis of each quarter's earnings filing
Q2 2025
10-Q • Filed 7/30/2025
Summary
Qualcomm delivered strong Q2 2025 performance with 10% revenue growth and 25% net income increase, driven by strength in handsets, IoT, and automotive segments. The company remains focused on 5G leadership and technology diversification.
Revenue
$10.37B
Net Income
$2.67B
Guidance
Tone
Capex
$785M0
Partnerships
Key Quotes
"We believe that 5G combined with high-performance, low-power computing and on-device artificial intelligence will continue to drive adoption of technologies beyond mobile handsets"
"We continue to monitor recent changes in global trade policy"
Q1 2025
10-Q • Filed 4/30/2025
Summary
Qualcomm delivered strong Q1 2025 results with 17% revenue growth and 21% net income increase, driven by strong performance in handsets, automotive, and IoT segments. The company maintains a positive outlook on 5G and AI technologies.
Revenue
$10.98B
Net Income
$2.81B
Guidance
Tone
Capex
$491M(+23.4% YoY)
Partnerships
Key Quotes
"We believe that 5G combined with high-performance, low-power computing and on-device artificial intelligence will continue to drive adoption"
"We continue to monitor the recent changes in global trade policy"
Q2 2024
10-Q • Filed 7/31/2024
Summary
Qualcomm delivered strong Q2 2024 results with 11% revenue growth and 18% net income increase. The company continues to face challenges from IoT inventory drawdown and intense competition, but remains optimistic about 5G technology opportunities beyond mobile handsets.
Revenue
$9.39B
Net Income
$2.13B
Guidance
Tone
Capex
$785M
Key Quotes
"We believe that 5G combined with high-performance, low-power processing and on-device intelligence will continue to drive adoption of certain technologies"
"We expect certain IoT customers will continue to draw down on their inventory, which will continue to have a negative impact on our revenues"
Q1 2024
10-Q • Filed 5/1/2024
Summary
Qualcomm delivered stable quarterly results with modest revenue growth and strong net income driven by semiconductor and licensing segments. The company faces ongoing challenges from IoT inventory drawdown, intense competition, and geopolitical tensions.
Revenue
$9.39B
Net Income
$2.33B
Guidance
Tone
Capex
$398M
Key Quotes
"We expect certain IoT customers will continue to draw down on their inventory, which will continue to have a negative impact on our revenues"
"We expect continued intense competition, including from vertical integration by certain of our customers"
"Current U.S./China trade relations and/or national security protection policies may negatively impact our business"
Q2 2023
10-Q • Filed 8/2/2023
Summary
Qualcomm experienced significant revenue and earnings decline in Q2 2023, driven by macroeconomic weakness, reduced consumer demand for smartphones, and elevated customer inventory levels. The company is implementing cost reduction initiatives and restructuring efforts to manage the challenging environment.
Revenue
$8.45B
Net Income
$1.80B
Guidance
Tone
Capex
$1.16B
Key Quotes
"Revenues were negatively impacted by the weakness in the macroeconomic environment"
"We expect to take additional restructuring actions to enable continued investments in key growth and diversification opportunities"
Q1 2023
10-Q • Filed 5/3/2023
Summary
Qualcomm experienced a significant 17% revenue decline in Q1 2023, driven by macroeconomic weakness and customer inventory drawdowns. The company is facing challenges in smartphone and IoT markets while maintaining moderate pricing power.
Revenue
$9.28B
Net Income
$1.70B
Guidance
Tone
Capex
$851M
Key Quotes
"We expect the current macroeconomic environment challenges to continue"
"Macroeconomic environment weakness negatively impacted consumer demand for smartphones and other devices"
Sector Comparison
How QCOM performs vs Technology sector and Semiconductors peers
Sector Ranking (Technology)
Category Ranking (Semiconductors)
Key Metrics vs Averages
QCOM
$10,365M
Semiconductors Avg
$18,720.8M
Technology Avg
$10,432.731M
QCOM
0.0%
Semiconductors Avg
0.0%
Technology Avg
26.1%
Guidance: maintained • Tone: positive