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Qualcomm Q3'25 Earnings Highlights

$QCOM (-3%)


๐Ÿ”น Q3 Highlights

๐Ÿ”น Revenue: $10.37B (Est. $10.33B) ๐ŸŸข; UP +10% YoY

๐Ÿ”น Adj. EPS: $2.77 (Est. $2.72) ๐ŸŸข; UP +19% YoY


Guidance โ€“ Q4

๐Ÿ”น Revenue: $10.3Bโ€“$11.1B (Est. $10.61B) ๐ŸŸก

๐Ÿ”น EPS (Non-GAAP): $2.75โ€“$2.95 (Est. $2.84) ๐ŸŸก

๐Ÿ”น QCT Revenue: $9.0Bโ€“$9.6B

๐Ÿ”น QTL Revenue: $1.25Bโ€“$1.45B


Q3 QCT Segment:

๐Ÿ”น Revenue: $8.99B; UP +11% YoY

๐Ÿ”น Handsets: $6.33B; UP +7% YoY

๐Ÿ”น Automotive: $984M; UP +21% YoY

๐Ÿ”น IoT: $1.68B; UP +24% YoY

๐Ÿ”น EBT: $2.67B; UP +22% YoY


QTL Segment:

๐Ÿ”น Revenue: $1.32B; UP +4% YoY

๐Ÿ”น EBT: $942M; UP +5% YoY


Other Metrics

๐Ÿ”น Dividend: $0.89/share (Returned $967M)

๐Ÿ”น Share Repurchase: $2.8B (19M shares)

๐Ÿ”น Total Capital Return Q3: $3.8B


๐Ÿ”ธ CEO Commentary โ€“ Cristiano Amon

๐Ÿ”ธ โ€œStrong growth in Automotive and IoT validates our diversification strategy.โ€

๐Ÿ”ธ โ€œWeโ€™re well positioned as the AI platform of choice at the edge.โ€

๐Ÿ”ธ โ€œOn track to meet our accelerated buyback commitment in FY25.โ€

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5 Comments

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Microsoft ๐Ÿ‘€๐Ÿ‘€๐Ÿคฉ
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@federalreserve sold everything half an hour ago hahahah
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@Lumimyrsky What a pity. Would have been a good bonus!
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@federalreserve it's your own fault if you think you can sell before earnings
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And Meta ๐Ÿค๐Ÿป๐Ÿฅ‚
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