QUALCOMM Incorporated Q4 2025 Earnings Recap

Qualcomm delivered a robust Q4 with revenues reaching $11.3 billion and non-GAAP EPS of $3, both surpassing guidance, driven by strong demand in key sectors including automotive and IoT.

Key Takeaways

• QCT revenues increased 9% sequentially to $9.8 billion, with record automotive quarterly revenues exceeding $1 billion.
• Fiscal 2025 non-GAAP revenues totaled $44 billion, marking a 13% year-over-year increase, while record QCT annual revenues grew 16% to $38.4 billion.
• Snapdragon's latest mobile platform and laptop processors set new benchmarks in AI performance, with significant advancements showcased at the Snapdragon Summit.
• Successful further integration of automated driving technology with Snapdragon Ride Pilot, indicating strong OEM interest and expansion into 100 countries by 2026.
• Acquisition of Arduino enhances Qualcomm's IoT portfolio, expanding its edge AI development capabilities across various industries.