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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 168.09+1.8%Nov 28 9:30 AM EST

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From: waitwatchwander11/6/2025 2:03:26 PM
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Would the Arduino acquisition cost be included in the $743M noted below ? This amount is also reported on the Cash Flow Statement under Investing Activities.
Cash, cash equivalents and marketable securities (including restricted cash). The net decrease in cash, cash equivalents and marketable securities (including restricted cash) in fiscal 2025 was primarily due to $8.8 billion in payments to repurchase shares of our common stock, $3.8 billion in cash dividends paid, $1.4 billion repayment of unsecured fixed-rate notes that matured in May 2025, $1.2 billion in capital expenditures, $1.1 billion in payments of tax withholdings related to the vesting of share-based awards and $743 million in cash paid for acquisitions and other investments.

It looks like the Goodwill part of this acquisition was $546M which is comparable to the $526M reported under Note 9 for completed acquisitions.

Completed. During fiscal 2025, we acquired seven businesses for a total accounting purchase price of $668 million. These acquisitions were primarily for the purpose of executing on certain products and technology that support our diversification strategy in QCT industrial IoT and automotive. The acquired assets primarily consisted of $122 million of intangible assets and $526 million of goodwill, which was allocated to our QCT segment and which is primarily attributable to assembled workforce and certain synergies expected to arise after the acquisition.

The only acquisition reported as pending as of Sept 30th, 2025 is Alphawave so one has to expect Arduino is covered off in the above amounts. They noted they did 7 acquisitions in 2025 so Arduino was only a portion (likely significant portion though) of the above amounts. A full list of 2025 acquisitions would be helpful but I don't remember any other big ones except Alphawave reported over the last year.

Source: Fiscal 2025 10-K s204.q4cdn.com

ps Hearing Stargate being touted as a big deal for ARM on BNN Bloomberg. Boy, they are working hard on touting ARM today.
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