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Jun 23, 2024

Qualcomm Q3 2024 Earnings Report

Qualcomm's third quarter results reflect strong execution of its growth and diversification strategy, with QCT quarterly revenues and EBT margins at the high end of guidance.

Key Takeaways

Qualcomm announced its Q3 Fiscal Year 2024 results, with revenues of $9.4 billion. GAAP EPS was $1.88, and Non-GAAP EPS was $2.33. QCT Automotive revenues grew by 87% year-over-year.

QCT quarterly revenues and EBT margins were at the high end of guidance.

Snapdragon X Series solutions for PCs were launched, delivering leading performance and personalized AI experiences.

Returned $2.3 billion to stockholders through dividends and share repurchases.

QCT Automotive revenues increased 87% year-over-year.

Total Revenue
$9.39B
Previous year: $8.44B
+11.3%
EPS
$2.33
Previous year: $1.87
+24.6%
Dividends Paid
$949M
Previous year: $893M
+6.3%
Shares Repurchase
$1.3B
Previous year: $400M
+225.0%
Shares Repurchase Count
7M
Previous year: 4M
+75.0%
Gross Profit
$5.22B
Previous year: $4.66B
+12.0%
Cash and Equivalents
$7.77B
Previous year: $6.09B
+27.6%
Free Cash Flow
$2.67B
Total Assets
$52.7B
Previous year: $49B
+7.6%

Qualcomm

Qualcomm

Qualcomm Revenue by Segment

Forward Guidance

Qualcomm provided revenue guidance for Q4 FY24, with revenues expected to be between $9.5B and $10.3B.

Positive Outlook

  • Revenues: $9.5B - $10.3B
  • QCT revenues: $8.1B - $8.7B
  • QTL revenues: $1.35B - $1.55B
  • GAAP diluted EPS: $2.38 - $2.58
  • Non-GAAP diluted EPS: $2.45 - $2.65

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, other than future legal amounts that are probable and estimable.
  • Certain income and expense items, such as certain investments, derivative and foreign currency transaction gains or losses, cannot be accurately forecast.
  • Actual results may differ materially from the outlook.