Qualcomm

Qualcomm stock fell about 9% after the company slightly beat Q4 earnings but issued light guidance for the current quarter, projecting adjusted EPS of $2.15–$2.35 versus $2.27 expected and revenue of $10.4–$11.2 billion. Handset chip sales dropped 26% to $5.14 billion, missing estimates, as rising memory costs and price hikes weighed on demand. The decline led a broader post-election sell-off in chip stocks amid fears of a data center slowdown and potential AI regulation, with peers such as AMD, Micron, Arm and Intel also falling. » Więcej na cnbc.com

Qualcomm reported adjusted revenue of $10.44 billion and adjusted EPS of $2.17 for the fourth fiscal quarter; auto chip revenue rose 89% to $1.99 billion, while smartphone chips contracted 26%. For the December quarter the company forecasts $10.4–11.2 billion in revenue and adjusted EPS of $2.15–2.35, with the midpoint EPS estimate below analysts' expectations. The QCT margin is expected to fall to 20–22% due to upfront investments for the data center business and a large 5G order for Starlink Mobile, with the revenue impact expected later. » Więcej na deraktionaer.de

With smartphone sales down about 20% year-over-year, Qualcomm is pushing into AI data center chips and expects rapid growth in that segment. The company forecasted roughly $650 million in data center revenue for Q1 2027, rising to $5 billion by end-2027 and $15 billion by 2029. Qualcomm said data center chips could make up about 30% of its business over time, offsetting weakness in its handset market. » Więcej na theverge.com

Qualcomm beat quarterly EPS and revenue estimates but issued a softer-than-expected forecast, projecting Q1 EPS of $2.15–$2.35 on revenue of $10.4–$11.2 billion versus Street estimates of $2.27 and $10.48 billion. Handset chip sales fell 26% year‑over‑year to $5.14 billion, pressured by rising memory costs that forced handset makers to raise prices. Qualcomm said data center revenue was $650 million in the quarter and expects $5 billion in fiscal 2027, with CEO Cristiano Amon attributing current limits to supply rather than demand. Automotive revenue jumped 89% to $1.99 billion and IoT rose 4% to $1.88 billion, while licensing (QTL) declined 7% to $1.3 billion. » Więcej na cnbc.com

Anduril and Qualcomm will launch BlueChip, an Arm-based laptop line in early 2027 starting with a rugged, military-focused model assembled in the US at Anduril’s Ohio facility. The partners aim to eventually build more components domestically, but many supply-chain details remain unresolved and the first units likely will not meet federal thresholds for being fully American-made. Qualcomm plans to produce processors at its Arizona TSMC facility, and BlueChip is initially targeted at the US military, then first responders and later consumers. » Więcej na theverge.com