| QCOM |
Report |
Total revenue (FY26 Q3) |
BEAT |
pred ~$9.78B vs. cons $9.64B |
MEDIUM |
| QCOM |
Report |
Non-GAAP diluted EPS (FY26 Q3) |
BEAT |
pred ~$2.31 vs. cons $2.22 |
MEDIUM |
| QCOM |
Report |
QCT handset revenue (FY26 Q3) |
IN-LINE |
pred ~$4.94B vs. cons $4.91B |
MEDIUM |
| QCOM |
Guide |
Total revenue (FY26 Q4) |
LOWER |
guide ~$10.00B vs. cons $10.25B (FY26 Q4) |
MEDIUM |
| QCOM |
Guide |
Non-GAAP diluted EPS (FY26 Q4) |
LOWER |
guide ~$2.31 vs. cons $2.43 (FY26 Q4) |
MEDIUM |
| QCOM |
Guide |
QCT handset revenue (FY26 Q4) |
LOWER |
guide ~$5.02B vs. cons $5.18B (FY26 Q4) |
MEDIUM |
| QCOM |
Guide |
QCT automotive revenue (FY26 Q4) |
UNCHANGED |
guide ~$1.55B vs. cons $1.55B (FY26 Q4) |
LOW |
| QCOM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| QCOM |
Return |
5-day cumulative residual |
-7.5% (FOLLOW-THROUGH) |
A Q3 revenue/EPS beat of roughly $0.14B and $0.09 is likely overshadowed by implied FY26 Q4 revenue/EPS shortfalls of roughly $0.25B and $0.12. The out-period reset reflects Apple modem-share loss and a less-than-complete China handset recovery, prompting FY26/FY27 estimate cuts even if automotive execution remains solid. |
MEDIUM |