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Company

Qualcomm

Filtered to Leadership & Hiring ×
724 articles decelerating

$9.95B in Q3 revenue, down 4% year over year, sharpened coverage of Qualcomm’s push beyond Apple-dependent smartphone chips into autos and AI data centers.

Who they are

Qualcomm is a chip supplier whose coverage centers on Snapdragon mobile processors and connectivity, with its role widening into wearables, automotive digital cockpits and driver assistance, and prospective AI data-center CPUs. It appears repeatedly alongside Apple, Android and Samsung in mobile, while recent stories place it against Intel and AMD in computing and alongside BMW in automotive supply.

The recent arc

Coverage reached its recent high in 2026Q2 as Qualcomm moved from device silicon toward broader AI infrastructure: it unveiled the Dragonfly C1000 data-center CPU for agentic AI, said Meta would use it when production begins in 2028, and announced a nearly $4B acquisition of chip-software platform maker Modular. CEO Cristiano Amon also said the company was designing China-focused data-center chips compliant with US export controls, making China market access part of the expansion story.

The latest coverage shifts back to the near-term mobile-business constraints and diversification response. Reuters reported Q3 revenue of $9.95B, down 4% year over year, a below-estimate Q4 profit forecast and faster-expected declines in Apple revenue; Bloomberg reported planned double-digit processor price increases after supplier-cost pressure. At the same time, Qualcomm signed a 10-year agreement to supply BMW’s future digital-cockpit and advanced-driver-assistance systems, offering a concrete longer-cycle outlet beyond handsets.

The tension

The central tension is between reliance on the smartphone ecosystem, particularly Apple, and Qualcomm’s attempt to establish new growth engines. Apple’s expected revenue decline and processor-price increases point to pressure in the established business, while the company is challenging Intel and AMD for AI data-center CPU demand, pursuing China-compliant designs amid export restrictions, and using BMW’s long-term automotive deal to reduce dependence on phone cycles.

Why it matters

If Qualcomm can translate its mobile-chip expertise into durable automotive and data-center positions, its competitive frame could shift from handset supplier to a broader AI-compute provider. That outcome remains uncertain: the data-center effort faces entrenched Intel and AMD as well as Nvidia, China products must remain within export-control limits, and the near-term financial picture still reflects exposure to Apple and supplier costs.

Qualcomm's 712 articles cluster around mobile chip cycles, patent disputes, and failed M&A, with coverage peaking at 33 articles in 2018Q1 during Broadcom's hostile takeover attempt that Trump blocked on national security grounds. The entity's relationships with Apple (159 co-occurrences) and Intel (100) define its competitive position, while China (56) and Samsung (49) highlight manufacturing and market dependencies. Coverage surged again in 2024 with Snapdragon X PC chips challenging Intel and AMD in Windows devices, generating 30 articles in Q2 alone. Recent mentions focus on supply chain constraints, with January 2026 earnings warning about memory shortages causing QCOM to drop 9 percent after hours. The tech news corpus shows Qualcomm transitioning from mobile chip monopolist to diversified silicon supplier, with automotive, IoT, and PC representing growth vectors as smartphone margins compress.

Qualcomm has appeared in 724 articles since 2014-12. Coverage peaked in 2026Q2 with 34 articles. Frequently mentioned alongside Apple, Intel, Microsoft, Google.

Articles
724
mentions
Velocity
-76.5%
growth rate
Acceleration
-1.654
velocity change
Sources
88
publications
Prophesee’s €130M Has No Cited Deployment Proof
Prophesee’s September 2022 Series C brought reported funding to about €130M. In the articles cited here through August 6, 2026, no later report names a customer...
Qualcomm Takes Its Edge Playbook Into a $15B Rack Test
After giving developers models optimized for 45-TOPS PC NPUs, Qualcomm now targets $15 billion in data-center chip sales by 2029. Meta’s expected 2028 Dragonfly...
Qualcomm’s $15B Bet Moves the Edge Inward
Qualcomm targets $15B in fiscal-2029 data-center chip sales, with Dragonfly C1000 due in 2028 and Meta as its first named user. Deployment still depends on soft...
Qualcomm’s $15B Route From AI PCs to Data Centers
Qualcomm’s 45-TOPS Snapdragon X Elite cleared the 40-TOPS AI-PC threshold. Its planned nearly $4 billion Modular acquisition and $15 billion data-center sales t...
AI’s Cloud Bill Lands on Apple Devices
Apple tied 15%–25% price increases to AI-driven component costs on the same day Qualcomm set a $15 billion data-center sales target for 2029.

Coverage Timeline

2026-02-27
Tom's Hardware 11 related

The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran

2026-02-26
Tom's Hardware 3 related

The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran

Changing of the guard at Intel Foundry  —  In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry …

2025-09-25
Wired 1 related

Sources: Meta poached Yang Song, who led OpenAI's strategic explorations team, to be the research principal of Meta Superintelligence Labs earlier this month

The Best Robot Vacuums to Keep Your Home Clean  —  Qualcomm's Snapdragon X Revolutionized Windows Laptops.  Here Comes the Second Act

2024-12-03
Bloomberg 11 related

Pat Gelsinger's retirement opens the door for Intel to consider fresh deal options, including splitting factory and product-design divisions and selling Altera

Like many, we woke to the news yesterday that Intel's CEO Pat Gelsinger is retiring. Financial Times : Intel's next boss faces a leap into the unknown Craig Hale / TechRadar : Pat Gelsinger retires as...

2023-10-13
Bloomberg 17 related

Filing: Qualcomm plans to cut 1,258 jobs in California, including 750+ from its engineering ranks, starting in mid-December 2023; the company has ~50,000 staff

Ian King / Bloomberg :

2023-09-20
Forbes 19 related

An interview with Instacart founder and former CEO Apoorva Mehta on Instacart's beginnings, his board exit, his reluctance to take the company public, and more

and today he cut all ties with the company Reuters : Instacart set to be valued at nearly $13 bln in Wall Street debut Ari Levy / CNBC : Instacart closed up 12.33% in its Nasdaq debut, valuing the gro...

2022-12-18
New York Times 33 related

Meta Executive Advisor and former Oculus CTO John Carmack leaves the company after more than eight years, saying Meta is operating at “half the effectiveness”

over *years* of effort — to produce little more than... ...legless 1992 quality avatars... viewed through a size 16 boot strapped to your face... https://twitter.com/... Casilli / @antoniocasilli : Me...

2021-11-21
CNBC

Executives at Disney, Qualcomm, Coinbase, and other companies tried to weave their unrelated businesses into the metaverse discussion on their Q3 earnings calls

Alex Sherman / CNBC : Tweets: @sherman4949 , @mayhem4markets , @sherman4949 , @markhachman , and @sherman4949 Tweets: Alex Sherman / @sherman4949 : What is the metaverse? What isn't the metaverse? ht...

2021-10-10
Wall Street Journal

Profile of and interview with CEO Cristiano Amon on Qualcomm's auto industry push and the acquisition of Veoneer, as he navigates the global chip shortage

Asa Fitch / Wall Street Journal : Tweets: @wsj and @patrickmoorhead Tweets: @wsj : Cristiano Amon is Qualcomm's new CEO. That puts him at the center of a global chip crisis. “I have a shortage of chi...

2021-10-09
Wall Street Journal

Profile of and interview with CEO Cristiano Amon on Qualcomm's auto industry push and the acquisition of Veoneer, as he navigates the global chip shortage

Cristiano Amon is the new boss of Qualcomm Inc., a U.S. tech giant that designs semiconductors.  His first task: Convince companies to make more chips for him—and fast. Tweets: @wsj and @patrickmoorhe...

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Quarterly Coverage

Top Sources

Narrative

Qualcomm has appeared in 711 tech news articles since December 2014, making it one of the most-covered entities in the archive. The biggest stories include President Trump signed an order blocking Singapore-based Broadcom's proposed acquisition... and Qualcomm CEO Cristiano Amon says the company is designing data center chips specifically.... Frequently covered alongside Apple, Intel, Snapdragon, Google, and Reuters. Coverage has shifted toward enterprise, funding themes and away from research, regulation.

Key Moments

2024Q2safety -15pts; consumer -18pts; research +10pts
2024Q3developer -11pts; consumer -11pts; research -17pts
2024Q4enterprise -10pts; funding +15pts; regulation -7pts

Relationships

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