On Sep 8, Qualcomm announced a multi-generation partnership with Amazon to co-develop custom, scalable chips for large-scale AI data centers, focused on AI inference. The two will also jointly develop optical interconnect solutions supporting up to 1.6T rates, along with next-gen, forward-looking technologies.

Qualcomm (QCOM) released FY26 Q3 results after U.S. market close, corresponding to the morning of Jul 30, 2026 Beijing time. The quarter ended Jun 2026, and key points include: 1) Core metrics.

The following is Dolphin Research's Trans for the $Qualcomm(QCOM.US) FY26 Q3 earnings call.

1) Shareholder returns: $2.3bn was returned to shareholders this quarter, including $1.4bn in buybacks with the balance in cash dividends.

2) Results recap: FQ3 revenue was $9.9bn, at the high end of guidance, and non-GAAP EPS was $2.21; by segment, QCT delivered $8.5bn in revenue with a 26% EBT margin...

Below is Dolphin Research's Trans of QCOM 2026 Investor Day. Key financial highlights are as follows.

Below are Dolphin Research's Trans for QCOM FY26 Q2 earnings call. For our take, see 'Qualcomm: Will This AI Booster Shot Offset the Handset Weakness?'.

QCOM reported FY26 Q2 (quarter ended Mar 2026) after the U.S. close on Apr 30 (Beijing time).

Revenue was $10.6bn, down 3.5% YoY, in line with consensus ($10.56bn).

GPM was 53.8% (-120bps YoY), below consensus at 54.6%.

Below is Dolphin Research's Trans of Qualcomm's FY2026 Q1 earnings call. For our earnings analysis, see 'Qualcomm: Memory Crunch Deepens — Are Handset Stocks Doomed?'.

QCOM reported FY2026 Q1 results (quarter ended Dec 2025) in after-hours trading on Feb 5 (Beijing time). Key takeaways: 1) Core metrics.

Revenue was $12.25bn, up 5% YoY, in line with market expectations ($12.2bn). Growth decelerated again this quarter, mainly due to a sluggish downstream smartphone market.

GPM was 54.6%, down 120bps YoY and below consensus (55.2%). Amid tight memory supply...

The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to "Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?" 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...