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Sep 28, 2025
Qualcomm Q4 2025 Earnings Report
Qualcomm reported Q4 2025 results with a GAAP net loss driven by a one-time tax charge, while delivering solid performance in its core QCT segment.
Key Takeaways
Qualcomm posted a GAAP net loss due to a $5.7B tax charge, but underlying business performance remained strong with double-digit revenue growth and a record QCT quarter.
Forward Guidance
Qualcomm expects Q1 FY26 revenue between $11.8B and $12.6B and non-GAAP EPS between $3.30 and $3.50, reflecting continued strength in QCT and licensing segments.
Positive Outlook
- QCT revenues projected between $10.3B and $10.9B
- Non-GAAP EPS forecasted at $3.30 to $3.50
- QTL revenues expected to reach $1.4B–$1.6B
- Continued expansion into automotive and IoT
- Robust momentum in data centers and robotics initiatives
Challenges Ahead
- Impact from U.S. corporate alternative minimum tax starting FY26
- No provision included for proposed tax law changes
- Exclusion of uncertain investment gains/losses in outlook
- Ongoing macroeconomic and geopolitical risks
- Potential volatility from customer concentration in China
Historical Earnings Impact
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Avg. Return Before/After Earnings
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