| QCOM |
Report |
Operating revenue |
IN-LINE |
pred ~$9.73B vs. cons $9.662B |
MEDIUM |
| QCOM |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$2.28 vs. cons $2.234 |
MEDIUM |
| QCOM |
Report |
QCT handset revenue |
BEAT |
pred ~$5.05B vs. cons $4.962B |
MEDIUM |
| QCOM |
Guide |
Revenue (FQ4'26) |
BETTER |
guide ~$10.15B vs. cons $10.003B |
LOW |
| QCOM |
Guide |
Non-GAAP diluted EPS (FQ4'26) |
BETTER |
guide ~$2.38 vs. cons $2.354 |
LOW |
| QCOM |
Guide |
China QCT handset trajectory (FQ4'26) |
BETTER |
confirms sequential recovery; consensus is qualitative/UNVERIFIED |
LOW |
| QCOM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
LOW |
| QCOM |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FQ4 estimate revisions should be positive |
LOW |