| QCOM |
Report |
Total Revenue (FQ3) |
BEAT |
pred ~$9.85B vs. cons $9.68B |
MEDIUM |
| QCOM |
Report |
Non-GAAP EPS (FQ3) |
BEAT |
pred ~$2.30 vs. cons $2.23 |
MEDIUM |
| QCOM |
Report |
QCT Automotive Revenue (FQ3) |
BEAT |
pred ~$1.55B vs. cons ~$1.45B |
MEDIUM |
| QCOM |
Guide |
FQ4 Revenue Guidance |
BETTER |
guide ~$10.15B vs. cons $10.035B (FQ4 2026) |
MEDIUM |
| QCOM |
Guide |
FQ4 Non-GAAP EPS Guidance |
LOWER |
guide ~$2.35 vs. cons $2.37 (FQ4 2026) |
LOW |
| QCOM |
Guide |
Automotive YoY Growth Commentary (FQ4) |
BETTER |
guide ~45% YoY vs. cons/prior ~35% implied (FQ4 2026) |
MEDIUM |
| QCOM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| QCOM |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Headline beat on revenue/EPS and automotive strength likely drives an initial pop given depressed expectations and strong beat history, but the FQ4 EPS guide coming in slightly below Street (Apple 20% modem-share step-down offsetting China Android recovery and elevated memory costs) forces analysts to trim out-quarter/FY27 EPS estimates even after the beat, capping follow-through; data-center monetization remains too early-stage to offset the handset margin/mix drag, so gains partially fade over the week as revision math catches down to the softer implicit FQ4/FY27 EPS trajectory. |
LOW |