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Qualcomm delivers beat on earnings, stock slides in overtime
11/5/2025, 9:51:50 PM
Economic Summary
- Qualcomm (QCOM) reported stronger-than-expected results with revenue of $11.27 billion versus $10.79 billion expected and adjusted EPS of $3.00 versus $2.88 expected, signaling robust demand and execution.
- Management guided Q1 revenue to $11.8–$12.6 billion (midpoint above consensus) and EPS midpoint of $3.40 versus $3.31 expected, indicating continued momentum into the next quarter.
- Drivers of the outperformance include premium smartphone strength across geographies and a 17% increase in automotive revenue, positioning automotive as a meaningful growth business for Qualcomm.
Bullish
- Quarterly revenue beat expectations ($11.27B vs $10.79B) indicating stronger demand.
- Adjusted EPS beat ($3.00 vs $2.88) showing better profitability.
- Q1 guide raised/solid ($11.8B–$12.6B) with EPS midpoint above estimates.
- Premium smartphone strength across geographies supporting sales.
- Automotive revenue grew 17%, highlighting a growing new revenue stream.
Bearish
No bearish cases captured.
Bullish tickers
QCOM
QCOM
Bullish
Revenue and adjusted EPS beat expectations, solid Q1 guide, premium smartphone demand and 17% automotive revenue growth.
People mentioned
Cristiano Amon