earnings
confidence high
sentiment neutral
materiality 0.75
Qualcomm Q2 FY26 revenue $10.6B (-3% YoY); Non-GAAP EPS $2.65 (-7% YoY)
QUALCOMM INC/DE
2026-Q2 EPS reported
$9.65
revenue$22,851,000,000
- Revenue $10.6B, down 3% YoY; GAAP EPS $6.88 (incl. large gain) vs $2.52; Non-GAAP EPS $2.65 vs $2.85.
- Record QCT Automotive revenues; combined QCT Automotive and IoT revenues grew 20% YoY.
- Completed $5.4B in share repurchases in H1 FY26; announced new $20B authorization.
- Data center: custom silicon engagement with leading hyperscaler on track for initial shipments later CY2026.
- Investor Day scheduled for June 24, 2026.