企業を読み込み中
Just reported
Q4 FY2026 results
From Qualcomm's results release of 2026年11月4日; its quarterly report has since been filed.
Revenue
Actual
$10.32B
-8.4% y/y
+3.8% q/qGuided
$10.1B
midpoint
Within guide+2.2%EPS, GAAP
Actual
$1.17
-37% q/q
Guided
$1.32
midpoint
Below guide-11%Operating income, GAAP
Actual
$1.36B
-54% y/y
-17% q/qGuided
—
No guide given
Company outlook
Q1 FY2027
- Revenue$10.4B – $11.2B-12% y/y First given
- EPS, adjusted$2.15 – $2.35First given
- EPS, GAAP$1.03 – $1.23-59% y/y First given
- EPS$0.99First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Qualcomm is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.$4.19TA+
AVGOBroadcom Inc.$1.65TA+
MUMicron Technology, Inc.$918.5BA+
AMDAdvanced Micro Devices, Inc.$906.7BA+
TXNTexas Instruments Inc.$283.2BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Handset chipsets51%
- Automotive chips and systems16%
- Internet of Things chips18%
- Patent licensing13%
売上構成比はQ3 fiscal 2026 ended June 28, 2026の推計であり、提出された報告書の数字ではありません。
競合
- AAPLAppleA
- 規模
- $5.17T
- 利益率
- 27.6%
- SSNLFSamsung Electronics
- NVDANVIDIAA
- 規模
- $4.19T
- 利益率
- 63.7%
- AVGOBroadcomA
- 規模
- $1.65T
- 利益率
- 42.9%
何を売っているか6
Snapdragon mobile chipsets
Processors and cellular modems, often sold with other wireless and power components, for smartphones and other mobile devices.
Snapdragon Digital Chassis
Automotive computing and connectivity products used for in-car displays and services, vehicle connections, and driver-assistance systems.
Dragonwing products
Chips and software for industrial equipment and network products, including wireless access points and broadband gateways.
さらに3件を表示
Radio-frequency front-end components
Components that manage a device’s radio signals between its modem and antenna, including transmit and receive modules and power amplifiers.
Wi-Fi, Bluetooth and networking chips
Chips and software that connect devices to one another and to home, business and broadband networks.
Data-center chips
Products in development include custom chips, artificial-intelligence accelerators and server processors; the company also described a high-bandwidth-compute design that combines computing with high-density memory.
誰が買っているか5
- Smartphone makers, including Apple, Samsung and Xiaomi, buy chipsets and, where applicable, license Qualcomm patents.
- Other manufacturers of wireless devices buy Qualcomm chips and may license its patents for the products they sell.
- Automakers and automotive suppliers, including BMW and Stellantis, work with Qualcomm on vehicle computing and connectivity products.
さらに2件を表示
- Makers of consumer electronics, industrial equipment and networking gear buy chips for connected products.
- United States government agencies and their contractors buy products and development services from Qualcomm’s government business.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Most chip production uses outside foundries and assembly and testing companies; named foundry suppliers include Taiwan Semiconductor Manufacturing Company, Samsung Electronics and GlobalFoundries.
- 2A small number of customers and licensees account for a notable share of sales: Apple, Samsung and Xiaomi each made up at least 10% of consolidated revenue in fiscal 2025.
- 3Patent-licensing revenue depends on device makers selling products that use cellular and other licensed technologies, and on license agreements continuing or being renewed.
- 4The company reports significant business concentration in China and exposure to changes in United States–China trade and national-security policies.
うまくいかなくなる可能性
- 1Revenue depends in part on a small group of customers and licensees and their sales of premium smartphones; some large customers are also developing their own chips.
- 2Dependence on a limited number of outside manufacturers and suppliers exposes chip production to capacity limits, higher input costs and interruptions to manufacturing, assembly or testing.
- 3Government investigations, court cases or disputes with licensees could require changes to patent-licensing practices or affect royalty collection.
Qualcomm Inc.について
Qualcomm designs chips and related software that help devices compute and connect, including smartphones, cars and Internet of Things (IoT) equipment. It earns money by selling chips and by licensing patents used in wireless devices; licensees generally pay royalties based on their product sales. It also makes strategic investments and has a data-center business that has begun generating some sales while developing additional chips and software.
- 本社
- San Diego, California
- 設立
- 1985 (10-K, high)
- 従業員数
- approximately 52,000 (September 28, 2025, high)
- 上場市場
- Nasdaq
- 決算期
- Last Sunday in September
Qualcomm Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
