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Qualcomm Q4 FY2026 · Story

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QCOMQ4 FY20261/4

Estimate vs Actual

Earnings per Share

$2.17

+ 0.5% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

QCOMQ4 FY20262/4

Guidance

Revenue

Company Guidance
10.4 – 11.2 billion
Market Estimate
10.48 billion

3.1% Above Estimate ▲

Adjusted EPS

Company Guidance
2.15 – 2.35 $
Market Estimate
2.27 $

0.9% Below Estimate ▼

QCT Revenue

Company Guidance
9.0 – 9.6 billion

3.2% Sequential Increase ▲

QCOMQ4 FY20263/4

In 30 Seconds

Revenue of $10.32 billion beat expectations by 2%, while adjusted EPS of $2.17 was in line.

  • Automotive revenue grew 89% to $1.99 billion, but handset revenue fell 26% on the memory shortage.
  • The stock fell 7.4% after hours as the December-quarter QCT margin guide dropped to 20% to 22%.

First point of the analysis's “In 30 Seconds”.

Full Analysis
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