QCOM Qualcomm has several compelling drivers for future growth, the most important of which are successful business diversification and an ambitious entry into the new data center market. Shares are trading at a significant discount to peers.
QCOM you know when you sleep at nights, and you half awaken at night for just a second, and go back to sleep softly and snuggly. thats how i feel when i buy this company at a good price
QCOM Qualcomm’s latest earnings show a strong comeback in its handset business, with fiscal Q4 revenue up 10% to $11.3 billion and chip sales (QCT) rising 13% to $9.8 billion.
Handsets led the charge with 14% growth, driven by demand for Samsung’s premium Android phones using Snapdragon chips, while automotive hit a record $1.1 billion and IoT grew 7%. Despite a 7% dip in licensing revenue, cash flow hit a record $12.8 billion for the year.
Looking ahead, Qualcomm projects another record quarter with $11.8–$12.6 billion in revenue and up to $3.50 EPS, fueled by new Snapdragon launches and expanding opportunities in AI PCs, automotive, and data centers—signaling sustained momentum into next year.