Qualcomm Inc (QCOM) FY2025Q2 Earning Prediction

04/30 04:00:00

After Hours

Qualcomm Inc (QCOM) is set to release its FY2025Q2 earnings performance on 04/30 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 10.66B and an earnings per share (EPS) of 2.81 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

10.66B

10.84B

+1.68%

EPSBEAT

2.81

2.85

+1.42%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q2

Earnings Date: Apr 30, 2025

The earnings forecast predicts a beat due to robust handset demand, IoT/Automotive growth, and tariff mitigation.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

25%

+8-10%

QCT Handset/IoT/Auto revenue growth >10% YoY + EPS >$2.90.

Beat

40%

+3-5%

Revenue ~$10.6B (in-line) + EPS $2.81-$2.85.

Neutral

20%

Flat

Tariff fears offset segment growth; revenue/EPS meet consensus exactly.

Miss

10%

-4-6%

China demand softens + IoT/Auto growth slows.

Strong Miss

-10%+

Guidance cut due to tariff escalation or licensing disputes.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

Strong China handset demand + IoT/Auto growth from AI integrations exceed muted expectations.

EPS

Beat

Revenue beats + cost discipline (dividend hike signals cash flow strength) drive modest EPS upside.

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Prediction Logic & Rational

Logic & Justification

Key Fact Data Drivers

Handset Demand Strength:

Citi’s "positive catalyst watch" highlights better-than-expected handset demand in China (premium Android devices), directly supporting QCT Handset Revenue growth, a core revenue driver.
Apple’s iPhone SE4 modem loss is future-dated (UBS notes it’s already priced into estimates), minimizing near-term impact.

IoT/Automotive Growth Catalysts:

Acquisition of MovianAI (generative AI) and potential Alphawave takeover strengthen R&D capabilities in IoT and automotive AI, aligning with growth in these high-margin segments.
Partnerships (e.g., Marvell-AWS) and AI-driven demand signal upside for IoT revenue.

Tariff Mitigation:

Chips manufactured by TSMC in Taiwan are exempt from Chinese retaliatory tariffs, preserving competitiveness in key markets.

Operational Efficiency:

Dividend increase ( 8.5% hike) reflects confidence in cash flow stability.
Antitrust campaign against Arm could reduce long-term licensing costs, though immediate EPS impact is limited.

Risks Limiting "Strong Beat"

Regulatory Uncertainty: Trump’s proposed 25% semiconductor tariffs and CHIPS Act repeal threats create macro headwinds.
Hyperscale Slowdown: AWS’s paused leasing activity hints at near-term data center demand softness, though IoT/Auto growth offsets this.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Directional Play: Buy $QCOM shares pre-earnings to capture upside from likely revenue/EPS beat.
Options: Buy May $150 calls (breakeven ~$153.50) to leverage volatility skew and low sentiment.
Hedge: Pair with long-dated puts (e.g., Jan 2026) if tariff risks materialize post-earnings.

Rationale: Fact data supports beat, but macro risks warrant hedging. The stock’s 13% underperformance vs. S&P 500 creates asymmetric upside if guidance stabilizes.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

QCOM Transcript

QUALCOMM Incorporated (QCOM) Presents at UBS Global Technology and AI Conference 2025 Transcript

Neutral12-2

QUALCOMM Incorporated (QCOM) Q4 2025 Earnings Call Transcript

Positive11-5

The earnings call summary shows strong financial guidance for Q4 and fiscal 2025, with significant growth expected in automotive and IoT segments. Q&A insights reveal robust performance in premium Android and automotive sectors, with strategic investments in AI and data centers. Despite some management ambiguity, the overall sentiment is positive, driven by growth projections and strong market positioning. The lack of market cap information limits precise prediction, but the positive outlook suggests a stock price increase of 2% to 8%.

QUALCOMM Incorporated (QCOM) Deutsche Bank 2025 Technology Conference (Transcript)

Neutral8-28

QUALCOMM Incorporated (QCOM) JP Morgan Hardware & Semis Management Access Forum Conference (Transcript)

Neutral8-13

QCOM Report

Frequently Asked Questions

What is the Qualcomm Inc FY2025Q2 Earnings Release Date and Time?

Qualcomm Inc (QCOM) is scheduled to release its FY2025Q2 earnings report onApr 30, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Qualcomm Inc FY2025Q2 Revenue and EPS?

Analysts' consensus predicts 10.66B in revenue and an EPS of 2.81 for Qualcomm Inc's FY2025Q2.

What Does Intellectia's AI Predict for Qualcomm Inc FY2025Q2 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forQualcomm Inc's FY2025Q2 earnings, with a prediction date of Apr 30, 2025. Qualcomm Inc The earnings forecast predicts a beat due to robust handset demand, IoT/Automotive growth, and tariff mitigation.

How Can I Use This Earnings Prediction to Trade QCOM Stock?

Leverage Intellectia's AI forecast to position trades ahead of theApr 30, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Qualcomm Inc FY2025Q2?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!