Qualcomm Inc (QCOM) FY2025Q3 Earning Prediction

07/30 04:00:00

After Hours

Qualcomm Inc (QCOM) is set to release its FY2025Q3 earnings performance on 07/30 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 10.35B and an earnings per share (EPS) of 2.72 for the FY2025Q3. 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

10.35B

10.37B

+0.12%

EPSBEAT

2.72

2.77

+1.84%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Jul 30, 2025

Qualcomm's earnings are forecasted to outperform expectations due to strong QCT Handset and IoT growth, despite challenges in QTL revenues.

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 growth >15% YoY; QTL stabilization.

Beat

50%

+3-5%

Modest QCT beats offset flat QTL; EPS above $2.75.

Neutral

15%

Flat

Tariff benefits offset by QTL weakness.

Miss

-4-6%

Supply chain disruptions or legal overhangs worsen.

Strong Miss

-10%+

Collapse in Android demand; Alphawave deal delayed.

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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

Tariff pull-ins drive QCT Handset/IoT growth, offsetting flat QTL performance.

EPS

Beat

Higher-margin IoT/Auto revenues and cost discipline from Alphawave acquisition synergy.

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Prediction Logic & Rational

Logic & Justification

Fact Data Insights Driving Prediction:

Tariff-Driven Pull-Ins: Multiple analysts (UBS, Citi) note strong signs of tariff-related inventory pull-ins for Android and Apple units in Q3, likely boosting short-term QCT Handset revenues. This aligns with the key metric of "premium tier Android shipments growth."
IoT/Automotive Momentum: QCT IoT/Automotive segments have shown robust growth (27% and 59% YoY, respectively). Partnerships like Nvidia’s NVLink Fusion (enhancing data center CPUs/AI connectivity) and Google’s Android XR collaborations support demand for processing/AI tech, critical for IoT growth.
Supply Chain Risks Mitigated: Despite U.S. chip export restrictions, Qualcomm’s acquisition of Alphawave IP (connectivity IP specialization) and strategic moves into data center CPUs signal diversification efforts to offset geopolitical risks.
Mixed Licensing (QTL) Outlook: QTL revenues remain flat due to weak emerging-market handset demand. No clear recovery catalysts offset the tariff-driven upside in other segments.

Consensus Context:

Stock outperformed S&P 500 (+ 15.23% vs. + 12.37%), reflecting elevated expectations.
Minimal estimate revisions (revenue + 0.115%, EPS + 0.266%) suggest consensus is stable but not overly optimistic.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Long Stock: Favorable risk/reward given high Beat probability and defensive diversification (Auto/IoT).
Bull Call Spread: Buy $160 calls / Sell $170 calls expiring post-earnings to capitalize on upside while limiting premium costs.
Avoid Long-Dated Options: Tariff benefits are short-term; uncertainty around H2 2025 sustainability warrants caution.

Key Risks:

Overly optimistic pricing of tariff pull-ins (reversal risk post-earnings).
ParkerVision litigation could escalate, pressuring sentiment.

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 FY2025Q3 Earnings Release Date and Time?

Qualcomm Inc (QCOM) is scheduled to release its FY2025Q3 earnings report onJul 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 FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 10.35B in revenue and an EPS of 2.72 for Qualcomm Inc's FY2025Q3.

What Does Intellectia's AI Predict for Qualcomm Inc FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forQualcomm Inc's FY2025Q3 earnings, with a prediction date of Jul 30, 2025. Qualcomm Inc Qualcomm's earnings are forecasted to outperform expectations due to strong QCT Handset and IoT growth, despite challenges in QTL revenues.

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

Leverage Intellectia's AI forecast to position trades ahead of theJul 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 FY2025Q3?

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!