Qualcomm's handset revenue fell 26% to $5.14 billion, missing estimates, and its shares dropped more than 5% after hours.
Qualcomm reported $10.3 billion in Q4 revenue, above a $10.1 billion estimate, while handset revenue missed a $5.25 billion estimate. The company expects data center chips to eventually make up 30% of its business.
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@TechmemeQualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 5%+ after hours (@ianmking / Bloomberg) (Visit Techmeme dot com for the link and full context!)
@vergeQualcomm expects data center chips will eventually account for 30% of its business. https://www.theverge.com/ai-artificial-intelligence/1026867/qualcomm-earnings-data-centers
@SiliconANGLEQualcomm’s stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better https://siliconangle.com/2026/11/04/qualcomms-stock-falls-on-revenue-miss-and-weak-guidance-arm-and-globalfoundries-do-little-better/@TechmemeQualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 5%+ after hours (@ianmking / Bloomberg) (Visit Techmeme dot com for the link and full context!)@vergeQualcomm expects data center chips will eventually account for 30% of its business. https://www.theverge.com/ai-artificial-intelligence/1026867/qualcomm-earnings-data-centers@SiliconANGLEQualcomm’s stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better https://siliconangle.com/2026/11/04/qualcomms-stock-falls-on-revenue-miss-and-weak-guidance-arm-and-globalfoundries-do-little-better/@TechmemeQualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 5%+ after hours (@ianmking / Bloomberg) (Visit Techmeme dot com for the link and full context!)@vergeQualcomm expects data center chips will eventually account for 30% of its business. https://www.theverge.com/ai-artificial-intelligence/1026867/qualcomm-earnings-data-centers@SiliconANGLEQualcomm’s stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better https://siliconangle.com/2026/11/04/qualcomms-stock-falls-on-revenue-miss-and-weak-guidance-arm-and-globalfoundries-do-little-better/@TechmemeQualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 5%+ after hours (@ianmking / Bloomberg) (Visit Techmeme dot com for the link and full context!)@vergeQualcomm expects data center chips will eventually account for 30% of its business. https://www.theverge.com/ai-artificial-intelligence/1026867/qualcomm-earnings-data-centers@SiliconANGLEQualcomm’s stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better https://siliconangle.com/2026/11/04/qualcomms-stock-falls-on-revenue-miss-and-weak-guidance-arm-and-globalfoundries-do-little-better/—
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