Qualcomm beats by $0.06, reports revs in-line; guides Q4 EPS in-line, revs in-line
4:03 PM ET 7/30/25 | Briefing.com
Reports Q3 (Jun) earnings of $2.77 per share, excluding non-recurring items, $0.06 better than the FactSet Consensus of $2.71; revenues rose 10.4% year/year to $10.37 bln vs the $10.34 bln FactSet Consensus. Co issues in-line guidance for Q4, sees EPS of $2.75-2.95, excluding non-recurring items, vs. $2.85 FactSet Consensus; sees Q4 revs of $10.3-11.1 bln vs. $10.6 bln FactSet Consensus."Another quarter of strong growth in QCT Automotive and IoT revenues further validates our diversification strategy and confidence in achieving our long-term revenue targets," said Cristiano Amon, President and CEO of Qualcomm Incorporated. "Our leadership in AI processing, high-performance and low-power computing and advanced connectivity positions us to become the industry platform of choice as AI gains scale at the edge."
04:50 PM EDT, 07/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
QCOM posted Jun-Q EPS of $2.77 vs. $2.33, matching consensus expectations. Sales rose 10% to $10.4B, near expectations but modest compared to other chipmakers beating estimates. QCT revenues grew +11% (EBT margins expand to 30% from 27%) while licensing rose +4% Y/Y (71% EBT margin). QCOM's diversification strategy is gaining traction with automotive revenues of $984M (+21%) and strong IoT performance at $1.7B (+24%), with combined auto/IoT growing 23% to $2.7B. QCOM's Sep-Q outlook points to mid-single-digit growth with sales guidance of $10.3B-$11.1B and EPS of $2.75-$2.95 at midpoint, near consensus of $2.82. We believe the diversification progress is critical as automotive and IoT now represent approximately 30% of QCT revenues, positioning QCOM for sustained growth beyond traditional mobile focus. The company returned $3.8B to shareholders through $967M in dividends and $2.8B in buybacks, though Apple share loss remains an overhang despite strong execution in chip manufacturing and licensing businesses.
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