Qualcomm is an American company based in San Diego, California, founded in 1985 by Irwin Jacobs and six others. They focus on developing technology for wireless communication, including semiconductors, software, and services. Qualcomm is known for its role in creating 3G, 4G, and 5G technologies. Their products include Snapdragon processors, which are used in many smartphones, as well as other tech like Wi-Fi and Bluetooth.]
Qualcomm runs two main businesses. QCT makes products like mobile chips, car tech, and smart devices. QTL handles patents and earns money through licensing. QCT builds the hardware. QTL collects royalties. Together, they power Qualcomm’s growth.
The company has grown into a major player in the telecommunications industry, with a strong global presence. Qualcomm operates through various divisions, including Qualcomm CDMA Technologies and Qualcomm Technology Licensing.
They invest heavily in research and development to stay at the forefront of technological advancements. Also, the company aims to meet the increasing demand for high-performance, low-power computing solutions.
Qualcomm Fiscal Q4 2025
Qualcomm (QCOM) reported strong financial results for the fourth quarter and fiscal year 2025.
Total GAAP revenue reached $44.3 billion and earnings per share of $5.01 (GAAP) and $12.03 (non-GAAP). Boh came above estimates.
The company’s QCT division achieved record annual revenue, reflecting progress toward its 2024 Investor Day goals. Notably, QCT revenues excluding Apple grew 18% year-over-year, while combined Automotive and IoT revenues rose 27%.
Outlook
Qualcomm expects total revenue between $11.8 billion and $12.6 billion, with QCT contributing $10.3 billion to $10.9 billion and QTL contributing $1.4 billion to $1.6 billion.
GAAP earnings per share are projected to be $2.55 to $2.75, while non-GAAP earnings per share, which exclude certain costs like share-based compensation, are estimated at $3.30 to $3.50.
Boards Statements
Cristiano Amon, CEO of Qualcomm Incorporated, stated that the company’s business remains robust, as evidenced by record QCT revenues in fiscal 2025.
He highlighted an 18% year-over-year increase in total QCT non-Apple revenues, alongside a combined 27% growth in Automotive and IoT revenues for the fiscal year. Amon expressed enthusiasm about Qualcomm’s continued momentum, the rollout of its automated driving stack, and its strategic expansion into data centers and advanced robotics.
Impact on the Stock Market
Qualcomm’s stock dropped over 1% before the market opened. The decline came after the company said it might lose some business from Samsung next year, one of its biggest customers.
This news overshadowed strong quarterly results that beat Wall Street expectations, driven by high demand for premium smartphones. Qualcomm is a key supplier of modem chips that connect phones to wireless networks.
This cautious outlook overshadowed an otherwise strong quarterly performance, where the company beat expectations on both revenue and earnings, driven by robust demand for premium smartphones.
