Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to a global memory supply shortage; QCOM drops 5%+
Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
Reuters
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Discussion
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@marypcbuk
Mary Branscombe
on bluesky
memory shortages are going to mean fewer phones getting built and sold, so fewer phone chips sold [embedded post]
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@qualcomm
@qualcomm
on x
Discussing our Q1 results, Qualcomm President & CEO @CristianoAmon said, “We are pleased to deliver strong quarterly results, with record total company revenues. Our momentum across personal, industrial and physical #AI is growing, as evidenced by recent product announcements at …
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@danielnewmanuv
Daniel Newman
on x
$QCOM had a tremendous Q1, but like I predicted it is getting caught up in the memory chaos. Demand remains strong, but memory is a massive hurdle. Expect it to be well managed, but no way it doesn't hit the upcoming quarter(s).
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@jukan05
Jukan
on x
After reading the KeyBanc meeting report with Qualcomm's management, I still feel like $QCOM has no real future ahead. First, let me share the key points from the report: 1. Qualcomm acknowledged in discussions with smartphone customers that the rise in memory prices and its
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@qualcomm
@qualcomm
on x
Qualcomm CFO & COO Akash Palkhiwala unpacks our Q1 FY26 earnings, highlighting record results and growing momentum across Snapdragon platforms as on-device #AI scales across industries. For a cautionary note regarding forward-looking statements, information regarding our use of […
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@ryanshrout
Ryan Shrout
on x
Qualcomm just reported FY26 Q1 results that set new records, and I had the opportunity to speak directly with Akash Palkhiwala, @Qualcomm CFO, to dig into what is driving the near-term outlook. On the numbers: Qualcomm posted $12.25B in revenue and $3.50 EPS for the quarter. [ima…
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@ljkawa
Luke Kawa
on x
Qualcomm: We're getting absolutely crushed by the memory chip shortage $QCOM https://sherwood.news/... [image]
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@skundojjala
Sravan Kundojjala
on x
Qualcomm QDec25 - All end markets up y/y; All-time high quarters for handset and Auto - QMar handset revenue to take a hit due to memoryflation; well above seasonal decline - Samsung S26 75% share (no change vs prior expectations) [image]