Qualcomm posts transcript of Q3 FY26 earnings call

Reuters2026/07/31 01:18

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Qualcomm Q3 FY26 earnings call drew CEO Cristiano Amon, CFO/COO Akash Palkhiwala, IR head Brett Simpson; Alex Rogers joined Q&A.
Quarter results: revenue USD 9.9 billion; non-GAAP EPS USD 2.21; QCT USD 8.5 billion; QTL USD 1.3 billion; returned USD 2.3 billion.
Q4 outlook: revenue USD 9.7-10.5 billion; non-GAAP EPS USD 2.05-2.25; QCT EBT margin 23%-25% on handset USD 5.2 billion.
Supply constraints accelerate Apple modem step-down from Q4; share in upcoming iPhone launch seen materially below prior 20% estimate; Sept-to-Dec revenue down ~50%.
Data center ramp starts in the December quarter from two hyperscaler custom-chip wins; FY27 data center revenue target USD 5 billion; custom chips dilute QCT gross margin 1.5%-2%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Qualcomm Inc. published the original content used to generate this news brief on July 31, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Qualcomm posts transcript of Q3 FY26 earnings call

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