Q4 FY2026 电话会
FetchingQualcomm Inc. reported on 2026年11月4日. We are fetching the call transcript; its summary follows once the transcript is in.
US$172.39-2.7%11月13日 收盘
数据截至2026年9月27日,来自2026年11月4日提交的10-K
Qualcomm designs chips for phones, cars, connected devices and data centers, and earns royalties when manufacturers use its wireless patents.
公司指引:2027 财年第 1 季度营收 US$10.4B 至 US$11.2B — 同比下降 11.9%(上年同期 US$12.3B)
Just reported
From Qualcomm Inc.'s results release of 2026年11月4日; its quarterly report has since been filed.
Actual
US$10.32B
-8.4% y/y
+3.8% q/q
Guided
US$10.1B
midpoint
Actual
US$1.17
-37% q/q
Guided
US$1.32
midpoint
| 指标 | 截至该日的 3 个月2026年9月27日 | 截至该日的 3 个月2025年9月28日 | 变动 |
|---|---|---|---|
| 营业收入合计 | US$10.3B | US$11.3B | -8.42% |
| 利润 | US$1.3B | -US$3.1B | +140.13% |
| 每股收益 | US$1.17 | -US$2.78 | +142.09% |
| 自由现金流 | US$1.8B | US$3.6B | -49.18% |
这些是单季度数字,不是滚动一年——本站其他地方的数字覆盖十二个月,会大得多。季节性业务在两者之间摆动很大:ServiceNow 在十二月季度赚 20 亿美元自由现金流,在六月季度只有 5 亿。
对比对象是去年同一季度,而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据,那是我们没有的授权数据——而搞错它比不提更糟。
每场电话会的简短摘要——本季度的表现、管理层的预期,以及他们是否兑现了上次所说的话——下方附完整文字记录。
Qualcomm Inc. reported on 2026年11月4日. We are fetching the call transcript; its summary follows once the transcript is in.
“We are pleased to deliver fourth quarter non-GAAP revenues at the high end of our guidance, along with 36% year-over-year growth in combined QCT Automotive and IoT revenues,”
逐字引自公告,且只在文件将其归于具名人士时才展示。
公告在开盘前或收盘后发布,因此区间从公告日前一个交易日的收盘价到公告日之后那个交易日的收盘价——无论哪种情况,反应都包含在内。
Qualcomm is a global computing leader at the center of the AI era, enabling intelligence to scale from the most personal devices to large‑scale infrastructure. Building on more than four decades of innovation, we develop platforms and solutions that bring together advanced AI, high‑performance, low-power computing and industry‑leading connectivity—powering products and services used around the world. At Qualcomm, we are engineering human progress. Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering and research and development functions and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patents are licensed by Qualcomm Incorporated. Qualcomm, Snapdragon, Qualcomm Dragonwing and Qualcomm Dragonfly are trademarks or registered trademarks of Qualcomm Incorporated. Note Regarding
公司自己的描述,取自公告末尾。
引述和公司简介来自 Qualcomm Inc. 于 2026年11月4日 提交的第 2.02 项 8-K 文件;表格根据其季度报告编制。 在 EDGAR 上阅读公告 股价已按拆股和分红复权。
Actual
US$1.36B
-54% y/y
-17% q/q
Guided
—
No guide given
Q1 FY2027
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.
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
电话会摘要属于 Pro 内容
两分钟读完 Qualcomm Inc. 的每场业绩电话会:关键数字、管理层的预期、是否兑现了上季度的展望,以及分析师提出但未获回答的问题。
先在 , , , 或 上看一份——向所有人开放。
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。