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Dec 26, 2021

Qualcomm Q1 2022 Earnings Report

Qualcomm announced record quarterly revenues and EPS, with QCT achieving its second consecutive quarter of record results and greater than 60% year-over-year EBT growth. The connected intelligent edge drove a 41% year-over-year growth in QCT IoT revenues.

Key Takeaways

Qualcomm's fiscal first quarter results for 2022 showed record quarterly revenues of $10.7 billion and GAAP EPS of $2.98. The company's QCT revenues exceeded those of any fabless semiconductor company, driven by strong demand for its products and technologies.

Record quarterly revenues and EPS were achieved.

QCT had its second consecutive quarter of record results with greater than 60% year-over-year EBT growth.

Connected Intelligent Edge drove 41% year-over-year growth in QCT IoT revenues.

Addressable market is expanding by more than seven times to approximately $700 billion in the next decade.

Total Revenue
$10.7B
Previous year: $8.23B
+30.0%
EPS
$3.23
Previous year: $2.17
+48.8%
Dividends Paid
$765M
Previous year: $739M
+3.5%
Shares Repurchase
$1.2B
Previous year: $444M
+170.3%
Shares Repurchase Count
8M
Previous year: 3M
+166.7%
Gross Profit
$6.4B
Previous year: $4.75B
+34.9%
Cash and Equivalents
$6.61B
Previous year: $7.08B
-6.6%
Total Assets
$42.8B
Previous year: $37.5B
+14.3%

Qualcomm

Qualcomm

Qualcomm Revenue by Segment

Forward Guidance

Qualcomm provided revenue guidance for Q2 FY22 of $10.2B - $11.0B.

Positive Outlook

  • QCT revenues are expected to be $8.7B - $9.3B.
  • QTL revenues are expected to be $1.45B - $1.65B.
  • Non-GAAP diluted EPS is projected to be $2.80 - $3.00.