QUALCOMM Incorporated's Stock Analysis

QUALCOMM Elects New Board Member and Compensation Details

QUALCOMM Incorporated has elected Dr. Jeremy (Zico) Kolter to its Board of Directors, effective September 2, 2025. Dr. Kolter, who is a Professor and Department Head at Carnegie Mellon University, will serve until the next annual meeting of stockholders and has also been appointed to the Governance Committee. There are no reported arrangements or transactions between Dr. Kolter and the Company that require disclosure under Regulation S-K.

As part of his compensation as a non-employee director, Dr. Kolter will receive 1,049 deferred stock units (DSUs) under the Qualcomm Incorporated 2025 Director Compensation Plan. This grant represents a pro rata portion of the value of a full year's DSU award. Details regarding the Director Compensation Plan can be found in Exhibit 10.21 of the Company's Form 10-K for the fiscal year ending September 29, 2024.

Sep 02, 2025 16:06:34

QUALCOMM Appoints New Chief Accounting Officer and Role Changes

Neil Martin has transitioned from his role as Senior Vice President, Finance and Chief Accounting Officer to Senior Vice President of Corporate Development, effective August 25, 2025. He will now oversee the company's Mergers & Acquisitions efforts and other strategic initiatives, stepping down immediately from his previous position.

Patricia Grech has been appointed as the new Senior Vice President and Chief Accounting Officer, effective immediately. Grech has been with QUALCOMM since 2006 and held various finance roles, most recently serving as Vice President, Finance and Controller. Her new role includes a base salary of $380,546, a target bonus of 35% of her salary starting in fiscal year 2026, and a promotion grant of restricted stock units valued at $85,000.

Aug 25, 2025 16:37:44

Qualcomm Reports Third Quarter Fiscal 2025 Financial Results

Qualcomm Incorporated reported revenues of $10.4 billion for its third quarter of fiscal 2025, with a GAAP earnings per share (EPS) of $2.43 and a Non-GAAP EPS of $2.77. The company experienced a 23% year-over-year growth in combined Automotive and IoT revenues, highlighting the success of its diversification strategy. Additionally, Qualcomm achieved record quarterly revenues in its QCT Automotive segment and returned $3.8 billion to stockholders, which included $967 million in cash dividends and $2.8 billion in share repurchases.

The company emphasized its commitment to an accelerated buyback program for fiscal year 2025. Qualcomm's financial results indicate a strong performance in the automotive and IoT sectors, which may influence investor confidence. The company plans to continue providing transparency through its use of Non-GAAP financial measures, which are intended to offer a clearer understanding of its operational performance. Investors are encouraged to review the detailed financial information available on Qualcomm's Investor Relations website.

Jul 30, 2025 16:01:22

QUALCOMM Announces $1.5 Billion Notes Offering with Various Maturities

QUALCOMM Incorporated has completed an Officers’ Certificate related to the sale of $1.5 billion in senior unsecured notes, consisting of three series: $500 million in 4.500% Notes due 2030, $400 million in 4.750% Notes due 2032, and $600 million in 5.000% Notes due 2035. Interest on these notes will be paid semiannually beginning on November 20, 2025, with the company having the option to redeem some or all of the notes at specified prices. The notes rank equally with the company's other senior debt and are subject to customary events of default provisions in the Indenture agreement.

The company has entered into an underwriting agreement with several financial institutions to facilitate the public offering of these notes, which is part of its shelf registration statement filed with the SEC. The offering aims to raise capital for general corporate purposes and may impact the company's financial position and stock performance in the future.

May 22, 2025 16:05:20

Qualcomm Reports $11 Billion Revenue and Strong Earnings Growth

Qualcomm Incorporated announced its financial results for the second quarter of fiscal 2025, reporting GAAP revenues of $11.0 billion and a GAAP earnings per share (EPS) of $2.52, reflecting a 17% increase in revenues and a 22% increase in EPS compared to the same quarter last year. The company's earnings before taxes (EBT) grew by 24%, and notable growth was observed in the QCT segment, with combined automotive and IoT revenues increasing by 38% year-over-year.

In terms of shareholder returns, Qualcomm returned $2.7 billion to stockholders during the quarter, which included $938 million in cash dividends and $1.7 billion in stock repurchases. The company provided guidance for the next quarter, estimating revenues between $9.9 billion and $10.7 billion, with a non-GAAP diluted EPS forecast of $2.60 to $2.80. The results highlight Qualcomm's ongoing focus on diversifying its revenue streams and maintaining operational efficiencies amid a challenging macroeconomic environment.

Apr 30, 2025 16:04:10

Qualcomm Reports $11.7 Billion Revenue for Q1 Fiscal 2025

Qualcomm announced record revenues of $11.7 billion for the first quarter of fiscal 2025, a 17% increase from the previous year. The company also achieved record earnings per share (EPS), with GAAP EPS at $2.83 and non-GAAP EPS at $3.41. Notably, the QCT segment generated over $10 billion in revenues, driven by record sales in both handsets and automotive sectors. Additionally, Qualcomm returned $2.7 billion to shareholders through dividends and stock repurchases during this quarter.

Despite the positive financial results, Qualcomm faces challenges including dependence on a limited number of customers and potential market volatility. The company operates in a competitive environment marked by rapid technological changes, and it must navigate risks associated with its global supply chain and geopolitical tensions, particularly in relation to its business in China. These factors could impact future performance and growth strategies.

Feb 05, 2025 16:04:42

Qualcomm Reports $39 Billion Revenue and $8.97 EPS for 2024

Qualcomm's fiscal 2024 results show notable growth, with GAAP revenues reaching $39.0 billion and a significant increase in earnings per share (EPS) to $8.97, reflecting a 40% rise compared to the previous year. The company also achieved record operating cash flow and reported its QCT Automotive segment generating its fifth consecutive quarter of record revenues. Additionally, Qualcomm's stock repurchase program has been expanded with a new authorization of $15.0 billion, indicating confidence in its financial position and commitment to returning value to shareholders.

On the downside, despite the overall positive performance, Qualcomm reported a slight decline in its IoT revenue segment, which fell by 9% year-over-year. Furthermore, while the company experienced a rise in net income, there are concerns regarding its dependence on a limited number of customers and potential geopolitical risks, particularly related to its business operations in China. The company also faces challenges from competitive pressures and the cyclical nature of the semiconductor industry, which could affect future performance.

Nov 06, 2024 16:07:31

Qualcomm Reports Strong Q3 2024 Earnings and Growth

Qualcomm announced impressive third-quarter results with $9.4 billion in revenue, up 11% from last year. Earnings before taxes grew by 30%, and the company saw significant growth in its automotive sector, with an 87% revenue increase. The launch of new PC solutions marks a key transformation for Qualcomm. Additionally, $2.3 billion was returned to shareholders through dividends and stock repurchases. Overall, the results reflect strong execution of their growth strategy.

Jul 31, 2024 16:01:12

Qualcomm Reports Strong Q2 Fiscal 2024 Results

Qualcomm's Q2 fiscal 2024 shows revenues of $9.4 billion, surpassing EPS expectations. The company's QCT Automotive design win pipeline is now valued at $45 billion. They increased their cash dividend and achieved record QCT Automotive revenues. Qualcomm's CEO is optimistic about future growth, mentioning upcoming Snapdragon X platform launches and AI capabilities expansion. The company returned $1.6 billion to stockholders during the quarter.

May 01, 2024 16:05:30

Qualcomm Exceeds Expectations in First Quarter Fiscal 2024

Qualcomm reported strong first quarter fiscal 2024 results with revenues of $9.9 billion and GAAP EPS of $2.46, exceeding the high end of guidance. QCT Automotive achieved record quarterly revenues. The company also returned $1.7 billion to stockholders. Looking ahead, Qualcomm plans to build on its momentum with leading Snapdragon platforms and technology differentiation in various sectors.

Jan 31, 2024 16:01:55