Loading...
•
Jun 29, 2025
Qualcomm Q3 2025 Earnings Report
Qualcomm reported strong growth in QCT and record automotive revenues in Q3 2025.
Key Takeaways
Qualcomm posted a strong quarter with revenue of $10.4B and adjusted EPS of $2.77, driven by growth across Handsets, IoT, and Automotive. Record automotive revenues and expanded AI capabilities through partnerships and acquisitions stood out.
Revenue grew to $10.4B, up 10% YoY.
Adjusted EPS rose to $2.77, up 19% YoY.
Automotive segment posted record quarterly revenue of $984M.
Strategic acquisitions and AI expansion continue to strengthen Qualcomm’s edge capabilities.
Revenue by Segment
Forward Guidance
Qualcomm projects Q4 revenue between $10.3B and $11.1B, and Non-GAAP EPS between $2.75 and $2.95, with continued growth expected across QCT segments.
Positive Outlook
- Revenue guidance midpoint higher than Q3 results.
- Non-GAAP EPS projected to increase sequentially.
- QCT revenue expected to grow further to as much as $9.6B.
- Automotive and IoT segments continuing to show strength.
- QTL margins expected to remain strong at 69–73%.
Challenges Ahead
- QCT EBT margin expected to decline slightly to 27–29%.
- Increased operating expenses projected at $2.35B.
- Share count expected to decline marginally, implying fewer buybacks.
- Continued pressure from macroeconomic conditions not ruled out.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...