Qualcomm Q1 2025 Earnings Report

Key Takeaways

Qualcomm achieved record revenues of $11.669 billion in Q1 FY2025, a 17% increase from the previous year, driven by strong performance in its QCT segment, particularly in handsets, automotive, and IoT sectors.

Total Revenue

$11.7B

Previous year: $9.94B

+17.5%

EPS

$3.41

Previous year: $2.75

+24.0%

Gross Profit

$6.51B

Previous year: $5.62B

+15.7%

Cash and Equivalents

$14.3B

Previous year: $12.1B

+18.7%

Free Cash Flow

$4.31B

Previous year: $2.74B

+57.6%

Total Assets

$55.6B

Previous year: $52.1B

+6.6%

Qualcomm Revenue

Qualcomm EPS

Qualcomm Revenue by Segment

Forward Guidance

For Q2 FY2025, Qualcomm anticipates revenues between $10.3 billion and $11.2 billion, with GAAP diluted EPS ranging from $2.38 to $2.58.

Positive Outlook

Expected QCT revenues between $8.9 billion and $9.5 billion.
Anticipated QTL revenues between $1.25 billion and $1.45 billion.
Continued growth in automotive and IoT segments.
Strong demand for smartphone chips.
Commitment to diversification initiatives.

Challenges Ahead

Potential challenges in renewing licensing agreements.
Dependence on smartphone market performance.
Exposure to global supply chain disruptions.
Competitive pressures in the semiconductor industry.
Regulatory uncertainties in key markets.

Revenue & Expenses

Visualization of income flow from segment revenue to net income