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$QCOM$156.75 ▼9.5%
Qualcomm Incorporated
WHAT THEY DO
Qualcomm designs chips and licenses wireless technology. It sells Snapdragon processors for smartphones, cars and PCs, plus modem and RF chips, and earns royalties on 3G/4G/5G patents.
💎 CONVERGENCE PLAY — in 2 themes
Edge AIAI PCsAutomotive
PRICE
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REVENUE MIX
Handsets (QCT)63%
Licensing (QTL)14%
Automotive10%
IoT13%
COST
COGS46%
R&D21%
SG&A8%
Op Margin15%
FINANCIAL HEALTH
Reported through Sep 27, 2026
Figures are trailing twelve months (TTM) unless marked otherwise.
REVENUE
$43.1B
Growth
-8%
QTR YOY
Gross M.
53%
P/E
12.3
EV/EBITDA
16.6
Net M.
32%
FCF M.
21%
D/E
0.5
LATEST QTR
Op M.
15%
PLUG INTO YOUR DCF
Historical growth
5.1%
Analyst 5y growth
—
Forward P/E
12.2
PEG ratio
0.80
Trailing EPS
$12.70
Forward EPS
$12.80
Multiple compressing
Forward P/E is lower than trailing — earnings are expected to grow into the price.
CAPEX & R&D — LAST 0 FISCAL YEARS (SEC FILINGS)
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TAM
SIZE
$250B by 2030
CAGR
8%
Qualcomm sells into smartphones, autos, PCs and IoT, a combined addressable market of roughly $250B by 2030. Growth is driven by AI-capable devices, connected cars and on-device inference, though handset demand is mature and cyclical.
RISK ASSESSMENT
HIGApple and other customers are designing their own modems and in-house silicon, threatening Qualcomm's largest revenue stream.
MEDHeavy concentration in Chinese handset makers and exposure to US-China export controls and licensing disputes.
LOWDiversification into auto and IoT is still small relative to handsets, so near-term results stay cyclical.
🐂 BULL
Snapdragon X and on-device AI position Qualcomm to win premium Android and AI PC sockets, while auto design wins ramp and licensing provides high-margin cash to fund buybacks.
🐻 BEAR
Apple's modem transition and rising in-house silicon at Android OEMs erode the handset franchise, and licensing revenue faces legal and geopolitical risk with limited offset from smaller segments.
EARNINGS
EPS · Q4 2026
Beat ✓
REVENUE
Miss
MANAGEMENT TONE
BearishBullish
🔗 IMPACT ON YOUR THESIS
Snapdragon AI PC and premium Android share gains
Watch→On Track
Management cited strong AI PC and flagship Android demand
Automotive design-win pipeline converting to revenue
Watch→On Track
Auto revenue grew double digits on new program ramps
Apple modem transition risk to handset revenue
Watch→Watch
Guidance still assumes declining Apple modem contribution
AI-powered data, computed by TreasureX · May contain inaccuracies
⚠️
All values, scores, and figures here are computed from your own assumptions and public data, for educational purposes only. This is not investment advice — TreasureX does not recommend buying or selling any security. Results change with your inputs. Please do your own research and use your own judgement before making any investment decision.