QCOM Earnings Prediction
The chart below shows how QCOM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, QCOM sees a -3.37% change in stock price 10 days leading up to the earnings, and a +0.18% change 10 days following the report. On the earnings day itself, the stock moves by +0.90%. This data can give you a slight idea of what to expect for the next quarter's release.
QCOM Key Earning Data
QCOM Earnings Analysis
Positive
Strong Q2 Performance: In fiscal Q2, Qualcomm delivered non-GAAP revenues of $10.8 billion and non-GAAP earnings per share of $2.85, both exceeding expectations.
Chipset Revenue Performance: The chipset business generated $9.5 billion in revenue, driven by strong performance in handsets, automotive, and IoT, with automotive and IoT revenues increasing 59% and 27% year-over-year, respectively.
Licensing Revenue Surge: Qualcomm's licensing business reported revenues of $1.3 billion, reflecting strong demand for their industry-leading platforms as AI becomes more pervasive across industries.
4G Modem Launch Success: The launch of the x85 4G modem, which supports advanced AI capabilities and delivers peak download speeds of up to 12.5 Gbps, was well-received by major operators in the U.S., China, and Japan.
Snapdragon 8 Elite Demand: The Snapdragon 8 Elite platform has gained traction with 90 flagship designs shipped or announced globally, indicating strong demand in the premium smartphone segment.
Qualcomm PC Market Strategy: In the PC market, Qualcomm is targeting $4 billion in revenues by fiscal 2029, with over 85 designs in production or development and a growing ecosystem of applications.
Automotive Revenue Projections: The automotive segment is on track to reach $8 billion in revenues by fiscal 2029, with 30 new designs secured, including several from Chinese automakers.
Industrial IoT Revenue Surge: Qualcomm's industrial IoT segment saw significant growth, with a 27% year-over-year increase in revenues, driven by partnerships and acquisitions that enhance their technology portfolio.
Strategic Acquisitions for AI: The company announced strategic acquisitions of Edge Impulse and Focus AI, which will enhance their capabilities in edge AI and computer vision, respectively.
Shareholder Cash Flow Commitment: Qualcomm is committed to returning 100% of free cash flow to shareholders in fiscal 2025, reflecting confidence in their strong cash flow generation.
Negative
Flat Revenue Performance: QTL revenues were flat year over year, slightly below guidance due to lower handset units in emerging regions.
Global Trade Uncertainty: Concerns about the global trade landscape and tariffs impacting demand across businesses, with ongoing uncertainty.
Market Share Decline Expectations: Expectations of a decrease in market share with Apple to approximately 70% in upcoming launches, indicating potential revenue loss.
Chipset Margin Decline: Chipset gross margins were down in Q2, attributed to a mix across tiers and segments, raising concerns about profitability.
Royalty Negotiation Uncertainty: No material updates on Huawei royalty negotiations, indicating potential revenue uncertainty in that area.
Macroeconomic Concerns and Tariffs: The macroeconomic environment remains a significant concern, with potential indirect impacts from tariffs not fully predictable.
QCOM FAQs
How does QCOM typically perform around its earnings report dates?
QCOM's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -3.37% change leading up to the report and a +0.18% change in the 10 days following the release.
Is Qualcomm Inc (QCOM) Q2 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
QCOM Earning Call Sentiment
Earnings call transcript: Qualcomm Q2 2025 beats EPS forecasts, stock dips
QCOM.O
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