Released
FY2026 Q3
Earnings ReviewQCOM
MISSQualcomm Incorporated
Qualcomm Incorporated · Semiconductor (Mobile/Auto)
Wed, July 29, 2026·After Market Close
QualcommQCOMSemiconductorAutomotiveDatacenterEarnings
01Wall Street Consensus
EPS$2.23
Revenue$9.68B
02Earnings Results
EPS$2.21-0.9%
Revenue$9.95B+2.8%
After-Hours ReactionAH -7.2%
Key Takeaways
- Revenue $9.95B — beat consensus $9.68B by +2.8%, above the high end of guidance, though down 4% YoY
- Non-GAAP EPS $2.21 — just short of consensus $2.23
- GAAP net income $2.002B — down 25% YoY; GAAP EPS $1.87
- Automotive revenue hit a record $1.6B — +61% YoY
- IoT revenue $1.83B — +9% YoY
- QCT revenue $8.50B (EBT $2.192B) — handsets roughly $5.1B, hit by memory costs and industry dynamics
- QTL licensing revenue $1.278B, EBT $881M (roughly 69% margin)
- Q4 guide revenue $9.7B-$10.5B and adj. EPS $2.05-$2.25 — below consensus $2.36-$2.38, reflecting a lowered Apple-related revenue outlook
Key Checkpoints
Upside Catalysts
Risk Factors
Detail
EEPS History (Last 2 Quarters)
Actual EPS vs Consensus — Green Beat · Red Miss
Beat1
Miss1
Beat rate50%
Detail
SEPS 서프라이즈 히스토리
Beat1Miss1Beat률 50%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)