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Dec 24, 2023

Qualcomm Q1 2024 Earnings Report

Qualcomm's Q1 2024 performance exceeded expectations, driven by strong revenues and EPS.

Key Takeaways

Qualcomm announced strong first quarter fiscal 2024 results, with revenues reaching $9.9 billion and GAAP EPS at $2.46. The company's performance exceeded the high end of its guidance range, driven by Snapdragon platforms and technology differentiation.

Revenues reached $9.9 billion, a 5% increase year-over-year.

GAAP EPS was $2.46, and Non-GAAP EPS was $2.75, both exceeding guidance.

QCT Automotive achieved record quarterly revenues.

The company returned $1.7 billion to stockholders through dividends and share repurchases.

Total Revenue
$9.94B
Previous year: $9.46B
+5.1%
EPS
$2.75
Previous year: $2.37
+16.0%
Dividends Paid
$895M
Previous year: $842M
+6.3%
Shares Repurchase
$784M
Previous year: $1.3B
-39.7%
Shares Repurchase Count
6M
Previous year: 11M
-45.5%
Gross Profit
$5.62B
Previous year: $5.42B
+3.8%
Cash and Equivalents
$8.13B
Previous year: $4.81B
+69.2%
Free Cash Flow
$2.74B
Total Assets
$52.1B
Previous year: $50B
+4.2%

Qualcomm

Qualcomm

Qualcomm Revenue by Segment

Forward Guidance

Qualcomm provided guidance for Q2 FY24 with revenue estimated between $8.9B and $9.7B and Non-GAAP diluted EPS between $2.20 and $2.40.

Positive Outlook

  • Revenue between $8.9B and $9.7B
  • QCT revenues between $7.6B and $8.2B
  • QTL revenues between $1.2B and $1.4B
  • GAAP diluted EPS between $1.73 and $1.93
  • Non-GAAP diluted EPS between $2.20 and $2.40

Challenges Ahead

  • Outlook does not include provisions for proposed tax law changes.
  • Outlook does not include provisions for future asset impairments.
  • Outlook does not include provisions for pending legal matters.
  • Certain income and expense items cannot be accurately forecast.
  • Actual results may differ materially from the outlook.