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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Qualcomm (QCOM) is 3/10.
Qualcomm reported revenues of $10.6 billion with non-GAAP EPS of $2.65 at the high end of guidance, as the memory-driven handset under-shipment played out as expected. Automotive revenue crossed a $5 billion annual run rate at $1.3 billion for the quarter, up 38% year-over-year. Data center custom silicon engagements with hyperscalers advanced, though the Apple modem transition headwind loomed and Q3 guidance pointed to sequential revenue decline.
Scored from Qualcomm’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.24B | +18.7% | $2.58 | +95.5% | 25.2% | 28.5% | $2.39B |
| FY2025 Q1 | $11.67B | +17.5% | $2.83 | +15.0% | 30.5% | 27.3% | $4.31B |
| FY2025 Q2 | $10.98B | +16.9% | $2.52 | +22.3% | 28.4% | 25.6% | $2.34B |
| FY2025 Q3 | $10.37B | +10.3% | $2.43 | +29.3% | 26.6% | 25.7% | $2.58B |
| FY2025 Q4 | $11.27B | +10.0% | $-2.77 | -207.4% | 25.9% | -27.7% | $3.59B |
| FY2026 Q1 | $12.25B | +5.0% | $2.78 | -1.8% | 27.5% | 24.5% | $4.42B |
| FY2026 Q2 | $10.60B | -3.5% | $6.88 | +173.0% | 21.8% | 69.5% | $1.92B |
| FY2026 Q3 | $9.95B | -4.0% | $1.87 | -23.0% | 16.3% | 20.1% | $495M |
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