Qualcomm Inc (QCOM) operating KPIs

QCOMNasdaqRadio & Tv Broadcasting & Communications EquipmentFiscal year ends September 27

Financials through Q3 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Jul 29, 2026Score 10/3014% below fair value

$164.79−20.62 (-11.12%)

Close on Oct 30, 2026Market cap $173.03BP/E 19.1Yield 2.11%

KPIs

Operating metrics that drive Qualcomm's business · fiscal year ends Last Sunday of September (FY2025 ended September 28, 2025)

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Qualcomm's fiscal year ends Last Sunday of September (FY2025 ended September 28, 2025) — Q4 FY26 = Jul–Sep 2026.

Column labels

Metric	Q4 FY26 2026-09-27	Q3 FY26 2026-06-28	Q2 FY26 2026-03-29	Q1 FY26 2025-12-28	Q4 FY25 2025-09-28	Q3 FY25 2025-06-29	Q2 FY25 2025-03-30	Q1 FY25 2024-12-29	Q4 FY24 2024-09-29	Q3 FY24 2024-06-23	Q2 FY24 2024-03-24	Q1 FY24 2023-12-24

QCT Total Semiconductor Revenue($M)1		8,504	9,076	10,613	9,821	8,993	9,469	10,084	8,678	8,069	8,026	8,423
QCT Total Revenue YoY Change (stated)(%)		-5.0%	-4.0%	5.0%	13.0%	11.0%	18.0%	20.0%	18.0%	12.0%	1.0%	7.0%
Handsets Revenue (QCT)($M)1		5,086	6,024	7,824	6,961	6,328	6,929	7,574	6,096	5,899	6,180	6,687
Handsets Revenue YoY Change (stated)(%)		-20.0%	-13.0%	3.0%	14.0%	7.0%	12.0%	13.0%	12.0%	12.0%	1.0%	16.0%
Automotive Revenue (QCT — Snapdragon Digital Chassis)($M)1		1,588	1,326	1,101	1,053	984	959	961	899	811	603	598
Automotive Revenue YoY Change (stated)(%)		61.0%	38.0%	15.0%	17.0%	21.0%	59.0%	61.0%	68.0%	87.0%	35.0%	31.0%
IoT (Internet of Things) Revenue (QCT — PC, XR, Edge & Industrial)($M)1		1,830	1,726	1,688	1,807	1,681	1,581	1,549	1,683	1,359	1,243	1,138
IoT Revenue YoY Change (stated)(%)		9.0%	9.0%	9.0%	7.0%	24.0%	27.0%	36.0%	22.0%	-8.0%	-11.0%	-32.0%
Consolidated Revenue by Offering Type (Equipment & Services vs. Licensing)($M)2		9,947	10,599	12,252	11,271	10,365	10,979	11,669	10,244	9,393	9,389	9,935
Equipment and Services Revenue($M)		8,475	9,060	10,466	9,676	8,893	9,359	9,942	8,532	7,993	7,950	8,316
Licensing Revenue($M)		1,472	1,539	1,786	1,595	1,472	1,620	1,727	1,712	1,400	1,439	1,619

Next-Quarter Consolidated Revenue Guidance — Low ($B)($M)6	9,700	9,200	10,200	11,800	10,300	9,900	10,300	10,500	9,500	8,800	8,900	9,100
Next-Quarter Consolidated Revenue Guidance — High ($B)($M)	10,500	10,000	11,000	12,600	11,100	10,700	11,200	11,300	10,300	9,600	9,700	9,900
Next-Quarter QCT Semiconductor Revenue Guidance — Low ($B)($M)	8,400	7,900	8,800	10,300	9,000	8,700	8,900	9,000	8,100	7,500	7,600	7,700
Next-Quarter QCT Semiconductor Revenue Guidance — High ($B)($M)	9,000	8,500	9,400	10,900	9,600	9,300	9,500	9,600	8,700	8,100	8,200	8,300
Next-Quarter QCT Handsets Revenue Point Outlook (Transcript, $B)($M)	5,200	4,900	6,000
Next-Quarter QTL Licensing Revenue Guidance — Low ($B)($M)	1,200	1,150	1,200	1,400	1,250	1,150	1,250	1,450	1,350	1,200	1,200	1,300
Next-Quarter QTL Licensing Revenue Guidance — High ($B)($M)	1,400	1,350	1,400	1,600	1,450	1,350	1,450	1,650	1,550	1,400	1,400	1,500
Next-Quarter Segment EBT Margin, EPS & OpEx Guidance (through Q4 FY26) — Low EBT Margin QCT(%)9	23.0%	25.0%	26.0%	30.0%			29.0%	29.0%	27.0%	25.0%	27.0%	26.0%
Next-Quarter QCT EBT Margin Guidance — High(%)	25.0%	27.0%	28.0%	32.0%			31.0%	31.0%	29.0%	27.0%	29.0%	28.0%
Next-Quarter QTL EBT Margin Guidance — Low(%)	68.0%	67.0%	68.0%	74.0%			69.0%	73.0%	70.0%	69.0%	69.0%	70.0%
Next-Quarter QTL EBT Margin Guidance — High(%)	72.0%	71.0%	72.0%	78.0%			73.0%	77.0%	74.0%	73.0%	73.0%	74.0%
Next-Quarter GAAP Diluted EPS Guidance — Low($)	1.22	1.26	1.69	2.55	2.23	2.14	2.38	2.39	2.38	1.74	1.73	1.82
Next-Quarter GAAP Diluted EPS Guidance — High($)	1.42	1.46	1.89	2.75	2.43	2.34	2.58	2.59	2.58	1.94	1.93	2.02
Next-Quarter Non-GAAP Diluted EPS Guidance — Low($)	2.05	2.10	2.45	3.30	2.75	2.60	2.70	2.85	2.45	2.15	2.20	2.25
Next-Quarter Non-GAAP Diluted EPS Guidance — High($)	2.25	2.30	2.65	3.50	2.95	2.80	2.90	3.05	2.65	2.35	2.40	2.45
Next-Quarter Diluted EPS Impact from Share-Based Compensation($)	-0.72	-0.68	-0.68	-0.68	-0.53	-0.50	-0.52	-0.53	-0.44	-0.45	-0.51	-0.45
Next-Quarter Sequential Non-GAAP Operating Expenses Guidance (Transcript)($M)	2,700	2,600	2,600	2,450			2,250	2,200	2,200	2,200	2,200
Unearned Revenues (Contract Liabilities) — Current($M)4		280	323	379	358	285	232	212	297	263	253	210
Unearned Revenues (Contract Liabilities) — Noncurrent($M)		81	70	79	71	93	82	77	88	108	135	93
Revenues Recognized from Prior-Period Satisfied Performance Obligations (QTL Royalty Adjustments)($M)		165	132	206	92	189	285	263	194	163	55	176
Customer Payables — Volume Rebates & Sales Incentives (Other Current Liabilities)($M)		2,762	2,865	2,639	1,948	1,823			2,480	2,241	2,441
Unearned Revenue Recognized from Beginning-of-Year Contract Liability [legacy]($M)									41	44	46	181
Multi-Year Foundry Capacity Prepayments — Total (Supply Pipeline)($M)2		769	782	1,200	1,900	2,400	2,700		3,000
Multi-Year Foundry Capacity Prepayments — Current (Other Current Assets)($M)		195	469	831	1,500	1,900	1,600		765
Multi-Year Foundry Capacity Prepayments — Noncurrent (Other Noncurrent Assets)($M)		574	313	331	357	557	1,100		2,200

QCT Earnings Before Taxes (EBT)($M)4		2,192	2,465	3,302	2,896	2,671	2,857	3,246	2,465	2,181	2,288	2,593
QCT EBT as % of QCT Revenues (stated)(%)		26.0%	27.0%	31.0%	29.0%	30.0%	30.0%	32.0%	28.0%	27.0%	29.0%	31.0%
QCT Segment Revenues($M)		8,504	9,076	10,613	9,821	8,993	9,469	10,084	8,678	8,069	8,026	8,423
QCT Segment Cost of Revenues (ASU 2023-07 Segment Expense Disclosure)($M)		4,452	4,700	5,446	4,907	4,497	4,834	5,064
QCT Segment Operating Expenses (R&D + SG&A)($M)		1,860	1,911	1,865	2,018	1,825	1,778	1,774
QTL (Qualcomm Technology Licensing) Earnings Before Taxes (EBT)($M)3		881	994	1,231	1,015	942	929	1,158	1,120	894	933	1,080
QTL EBT as % of QTL Revenues (stated)(%)		69.0%	72.0%	77.0%	72.0%	71.0%	70.0%	75.0%	74.0%	70.0%	71.0%	74.0%
QTL Segment Revenues($M)		1,278	1,382	1,592	1,410	1,318	1,319	1,535	1,521	1,273	1,318	1,460
QTL Segment Costs and Expenses (R&D + Patent/Litigation SG&A)($M)		397	388	361	395	376	390	377
QSI (Qualcomm Strategic Initiatives) Earnings Before Taxes (EBT)($M)2		768	-30	179	1	149	10	19	-17	14	96	11
QSI Segment Revenues($M)		0	0	0	0	0	0	0	0	2	3	13
QSI Segment Operating Expenses($M)		3	3	3	4	3	3	3
Segment Aggregation & Unallocated Reconciling Items — Reportable Segments Revenue($M)6		9,782	10,458	12,205	11,231	10,311	10,788	11,619
Other Nonreportable Segments Revenue($M)		165	141	47	40	54	48	50	45	49	42	39
Unallocated / Reconciling Cost of Revenues (SBC & Acquisition Amortization)($M)		97	95	82	85	65	60	59	61	54	57	56
Unallocated / Reconciling Research & Development Expenses (SBC & Corporate R&D)($M)		755	616	698	605	595	558	598	613	549	584	533
Unallocated / Reconciling SG&A Expenses (SBC, Litigation & Acquisition Items)($M)		323	274	300	229	182	184	189	193	175	229	185
Unallocated Corporate Interest Expense($M)		178	171	169	171	168	163	163	179	168	172	178
Unallocated Corporate Investment & Other Income, Net($M)		256	109	169	212	210	138	221	207	213	228	208
Consolidated Non-GAAP Revenues($M)6		9,947	10,599	12,252	11,270	10,365	10,836	11,669	10,244	9,391	9,386	9,922
Non-GAAP Operating Income($M)		2,776	3,280	4,414	3,808	3,576	3,687	4,383	3,506	3,017	3,176	3,620
Non-GAAP Earnings Before Taxes (EBT)($M)		2,693	3,246	4,372	3,792	3,544	3,694	4,427	3,491	3,034	3,175	3,585
Non-GAAP EBT as % of Revenues (stated)(%)1		27.0%	31.0%	36.0%	34.0%	34.0%	34.0%	38.0%	34.0%	32.0%	34.0%	36.0%
GAAP EBT as % of Revenues (stated)(%)		25.0%	21.0%	29.0%	26.0%	28.0%	28.0%	31.0%	25.0%	24.0%	27.0%	30.0%
Non-GAAP Net Income($M)		2,356	2,840	3,781	3,257	3,040	3,172	3,830	3,036	2,648	2,761	3,101
Non-GAAP Diluted EPS($)		2.21	2.65	3.50	3	2.77	2.85	3.41	2.69	2.33	2.44	2.75
Non-GAAP Diluted Shares(M)		1,069	1,072	1,079	1,085	1,099	1,115	1,122	1,129	1,134	1,130	1,127

Customer/Licensee X (Customer 1 — Apple) Share of Consolidated Revenue(%)1		23.0%	24.0%	25.0%		18.0%	27.0%	24.0%		18.0%	24.0%	25.0%
Customer/Licensee Y (Customer 2 — Samsung) Share of Consolidated Revenue(%)		20.0%	22.0%	16.0%		21.0%	18.0%	15.0%		17.0%	19.0%	18.0%
Property, Plant & Equipment, Net by Geography — Consolidated Total($M)		5,217	5,071	4,893	4,690	4,496	4,410	4,460	4,665	4,744	4,724	4,907

Quarterly & Annual Cash Paid for Share Repurchases($M)4		1,364	2,792	2,650	2,444	2,849	1,748	1,750	1,303	1,303	731	784
Shares Repurchased and Retired (M shares)(M)		8	19	15	15	19	11	11	7	7	5	6
Remaining Share Repurchase Authorization — Period-End ($M)($M)		20,600	21,900	4,600	7,200	9,700	12,500	14,300	1,000	2,300	3,600	4,400
Cash Dividends Paid to Stockholders ($M)($M)		973	946	949	957	968	938	942	948	949	895	895
Cash Dividends Announced / Declared per Common Share ($)($)		0.92	0.89	0.89	0.89	0.89	0.85	0.85	0.85	0.85	0.80	0.80

IDC Worldwide Smartphone Shipments — Total Market (through Q4 FY26 / CY2026Q3)(M)4	255	278	290	336	327	297	302	329	315	292	300	324
Samsung Global Smartphone Shipments (Customer 2)(M)1	57.8	62.7	62.8	61.2	61.4	58	60.6	51.7	57.7	53.8	60.2	53.1
Samsung Global Smartphone Market Share(%)	22.6%	22.6%	21.7%	18.2%	18.7%	19.5%	20.1%	15.7%	18.4%	18.4%	20.1%	16.4%
Apple iPhone Global Shipments (Customer 1)(M)1	57.3	55.8	61.1	81.3	59.7	48.4	59.1	77.5	57	45.7	52.6	80.2
Apple Global Smartphone Market Share(%)	22.4%	20.1%	21.1%	24.2%	18.2%	16.3%	19.6%	23.6%	18.1%	15.6%	17.5%	24.7%
Xiaomi Global Smartphone Shipments (Customer 3)(M)1	30.7	31.2	33.8	37.8	43.4	42.4	41.8	42.7	42.8	42.3	40.8	40.7
Xiaomi Global Smartphone Market Share(%)	12.0%	11.2%	11.7%	11.2%	13.2%	14.2%	13.8%	13.0%	13.6%	14.5%	13.6%	12.6%
IDC Worldwide Traditional PC Shipments — Total Market (Snapdragon X TAM)(M)	62.7	68.2	65.6	76.4	78.5	71.7	64	69.7	69.3	64.2	60.2	67.7

Total Inventories($M)3		8,379	7,368	6,665	6,526	6,338	6,196	6,303	6,423	6,020	6,087	6,247
Raw Materials Inventory($M)		682	580	352	336	301	298	333	340	264	157	178
Work in Process Inventory (Wafer & Die Bank in Foundry/OSAT)($M)		5,005	4,346	4,026	3,985	3,944	3,750	3,636	3,497	3,316	3,670	3,941
Finished Goods Inventory($M)		2,692	2,442	2,287	2,205	2,093	2,148	2,334	2,586	2,440	2,260	2,128
Gross Property, Plant & Equipment by Asset Class (10-K Annual)1
Total Depreciation and Amortization Expense (Cash Flow Statement)($M)		396	413	393	371	398	397	436	439	419	411	437
Total Goodwill($M)		14,274	14,251	14,183	11,358	11,366	10,948	10,908	10,799	10,770	10,760	10,722
Total Intangible Assets, Net($M)		1,510	1,575	1,627	1,148	1,202	1,183	1,225	1,244	1,296	1,331	1,387

Total Pre-Tax Share-Based Compensation Expense($M)1		830	861	888	663	659	702	759	697	644	705	602
Cash Paid for Tax Withholdings on Vesting of Share-Based Awards($M)		352	256	280	237	269	294	315	135	282	145	370

Consolidated GAAP Revenues($M)13		9,947	10,599	12,252	11,271	10,365	10,979	11,669	10,244	9,393	9,389	9,935
Cost of Revenues($M)		4,670	4,900	5,568	5,034	4,606	4,937	5,161	4,467	4,174	4,106	4,312
Research and Development (R&D) Expenses($M)		2,607	2,463	2,453	2,370	2,226	2,216	2,230	2,302	2,259	2,236	2,096
Selling, General and Administrative (SG&A) Expenses($M)		976	898	865	910	771	706	723	761	664	707	627
GAAP Operating Income($M)		1,626	2,309	3,366	2,918	2,762	3,120	3,555	2,582	2,221	2,340	2,928
Interest Expense($M)		178	171	169	171	168	163	163	180	168	172	178
Interest and Dividend Income($M)		97	113	136	144	160	167	169	185	182	160	149
GAAP Earnings Before Income Taxes (EBT)($M)		2,462	2,232	3,547	2,971	2,952	3,105	3,635	2,596	2,279	2,498	2,962
Income Tax Expense (Benefit)($M)		460	-5,138	543	6,088	286	293	455	-319	171	223	151
GAAP Net Income Attributable to Qualcomm($M)		2,002	7,370	3,004	-3,117	2,666	2,812	3,180	2,920	2,129	2,326	2,767
GAAP Diluted EPS ($)($)		1.87	6.88	2.78		2.43	2.52	2.83		1.88	2.06	2.46
GAAP Basic EPS ($)($)		1.89	6.92	2.81		2.44	2.55	2.86		1.91	2.08	2.48
GAAP Weighted-Average Diluted Shares (M)(M)		1,069	1,072	1,079		1,099	1,115	1,122		1,134	1,130	1,127
GAAP Weighted-Average Basic Shares (M)(M)		1,057	1,066	1,070		1,092	1,104	1,110		1,116	1,117	1,116
Consolidated Balance Sheet Context — Total Assets($M)8		57,367	57,136	53,034	50,143	54,862	55,372	55,575	55,154	52,741	53,167	52,135
Cash and Cash Equivalents($M)		4,533	5,435	7,205	5,520	7,771	7,203	8,713	7,849	7,770	9,219	8,194
Marketable Securities (Short-Term Investments)($M)		3,771	4,364	4,617	4,635	4,563	6,643	5,592	5,451	5,262	4,632	3,921
Total Current Assets($M)		23,004	23,112	24,608	25,754	24,913	26,080	26,065	25,231	23,332	24,232	23,439
Accounts Payable($M)		2,897	2,973	2,709	2,791	2,337	2,479	2,581	2,584	2,586	2,314	2,147
Total Current Liabilities($M)		11,413	9,767	9,822	9,144	7,800	9,544	9,954	10,504	9,747	9,143	9,169
Total Liabilities($M)		29,709	29,858	29,961	28,937	27,653	27,644	28,695	28,880	28,071	28,698	29,077
Total Stockholders' Equity($M)		27,658	27,278	23,073	21,206	27,209	27,728	26,880	26,274	24,670	24,469	23,058
Common Shares Outstanding at Period-End (M)(M)		1,057	1,059	1,074	1,074	1,084	1,100	1,106	1,113	1,116	1,118	1,118
Consolidated Cash Flow Context — Operating Cash Flow($M)3		991	2,449	4,965	3,996	2,875	2,554	4,587	2,647	3,052	3,554	2,949
Capital Expenditures (Additions to PP&E, displayed positive)($M)		496	533	549	407	294	214	277	256	387	184	214
Net Cash Used by Investing Activities($M)		574	-501	-1,721	-471	1,631	-1,289	-671	-385	-1,043	-939	-1,256
Net Cash Used by Financing Activities($M)		-2,471	-3,693	-3,882	-3,436	-3,971	-2,781	-3,008	-2,199	-3,449	-1,580	-2,041

9 metrics have no data in the last 12 quarters — .

Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).

Methodology and excluded metrics

QUALCOMM Incorporated's latest reported financial quarter is Q3 FY26 (ended June 28, 2026; Form 10-Q filed July 29, 2026), and its latest completed fiscal year is FY2025 (ended September 28, 2025; Form 10-K filed November 5, 2025). The forward Q4 FY26 column includes Qualcomm's official Q4 FY26 guidance (issued July 29, 2026) and IDC's already-published CY2026Q3 (= Q4 FY26) global smartphone and PC shipment volumes. Monthly columns extend through September 2026 (3 months ahead of Q3 FY26) via Taiwan Stock Exchange MOPS monthly revenue disclosures for MediaTek (2454), TSMC (2330), ASE (3711), KYEC (2449), UMC (2303), and WIN Semiconductors (3105).
Core operational KPIs include QCT semiconductor revenue disaggregation across Handsets, Automotive (Snapdragon Digital Chassis), IoT (Snapdragon X PCs, XR, edge networking, industrial), and legacy RF Front-End ($M and stated YoY %); legacy MSM integrated circuit unit shipments; next-quarter financial and segment guidance (revenues, QCT/QTL EBT margins, GAAP/Non-GAAP EPS, Non-GAAP OpEx); unearned revenues, prior-period royalty true-ups, customer volume rebate payables, multi-year foundry capacity prepayments, and unrecorded purchase obligations; QCT, QTL, and QSI segment P&L and EBT margins; and customer concentration across Apple, Samsung, and Xiaomi.
Subsidiary self-disclosed operations (Group 5) present 61 audited annual financial and operational series (FY2020–FY2025) from UK Companies House statutory accounts for Qualcomm Technologies International, Ltd. (Co. No. 03665875, formerly CSR plc), Qualcomm's principal international operating subsidiary for Bluetooth, voice/music audio SoCs, connectivity ICs, and UK R&D ($2,895.62M revenue and 1,284 average monthly employees in FY2025).
All values are as published by Qualcomm or official external sources (IDC, CAICT, TWSE MOPS, UK Companies House); zero custom ratios, sums, or differences are computed. The only arithmetic is splitting cumulative figures into standalone fourth quarters (`Q4 = full year (10-K) − nine months (10-Q)`) and standalone quarterly cash flows (`quarter = year-to-date − previous year-to-date`), marked in italics with the derivation formula.
Qualcomm omits parent-only Schedule I financial statements under US GAAP Item 15(a)(2) ('Schedules have been omitted since they are not required or are not applicable'), so consolidated-minus-standalone parent subtraction is not applicable.

Not shown because recent periods are missing (5)

4. Customer Concentration & Geographic Disaggregation › Customer/Licensee X (Customer 1 — Apple) Share of Consolidated Revenue › Customer/Licensee Z (Customer 3) Quarterly Share of Revenue (when ≥10%)
4. Customer Concentration & Geographic Disaggregation › Customer/Licensee X (Customer 1 — Apple) Share of Consolidated Revenue › Customer/Licensee W (Customer 4) Share of Revenue (when ≥10%)
11. Consolidated Financial Context (GAAP Income Statement, Balance Sheet & Cash Flows from DB) › Episodic Restructuring & Exit Charges (Statement of Operations)
11. Consolidated Financial Context (GAAP Income Statement, Balance Sheet & Cash Flows from DB) › Episodic Restructuring Costs Incurred (Note Disclosure)
11. Consolidated Financial Context (GAAP Income Statement, Balance Sheet & Cash Flows from DB) › Episodic Restructuring Reserve Liability

Data updated 2026-10-26.

Every KPI on its own page

Full history, chart, sources and a citation for each metric

Qualcomm Inc (QCOM) operating KPIs

KPIs

Every KPI on its own page

1. QCT Semiconductor End-Market Revenue Streams & Legacy MSM Shipments

2. Forward Visibility — Next-Quarter Guidance (through Q4 FY26), Contract Liabilities & Supply Commitments

3. Segment Performance (QCT, QTL, QSI) & Non-GAAP Reconciliations

4. Customer Concentration & Geographic Disaggregation

5. Subsidiary Self-Disclosed Operations — Qualcomm Technologies International, Ltd. (UK Audited, 03665875)

6. Capital Return & Monthly Share Repurchases

7. External Industry Benchmarks — Global Smartphones (IDC), China 5G/Handsets (CAICT) & Taiwan Foundry/OSAT/Peer Monthly Revenue (MOPS)

8. Inventory by Fabrication Stage, PP&E, Intangibles & Operating Leases

9. Share-Based Compensation (SBC) by Department & RSU Activity

10. Workforce, Real Estate Facilities, Executive Compensation, Conflict Minerals (Form SD) & ESG

11. Consolidated Financial Context (GAAP Income Statement, Balance Sheet & Cash Flows from DB)