Automotive
Record quarterly revenue, up 61% year over year in fiscal Q3 2026.
The numbers
What it is
Snapdragon Digital Chassis products: cockpit computers, connectivity modules and driver-assistance platforms sold to carmakers and suppliers.
Why it matters to the stock. This is the largest growth line in QCT, and management ties its fiscal 2029 non-handset target to it.
News
BMW names Qualcomm lead compute supplier for cockpit and driving systems
BMW Group named Qualcomm its lead compute silicon provider for in-vehicle digital cockpit and automated driving systems through the next decade.
Qualcomm returned $2.3B to shareholders in fiscal Q3 2026
Qualcomm paid $973 million in cash dividends ($0.92 per share) and repurchased 8 million shares for $1.4 billion in the quarter.
Qualcomm sets fiscal 2029 targets of $40B non-handset and over $15B data-center revenue
At its 2026 Investor Day, Qualcomm set fiscal 2029 targets of $40 billion in non-handset revenue and more than $15 billion in data-center revenue.
Qualcomm posts $10.6B fiscal Q2 revenue and guides Q3 to $9.2B to $10.0B
Qualcomm reported fiscal second-quarter revenue of $10.6 billion, down 3% from a year earlier, and non-GAAP EPS of $2.65 versus $2.85.
Qualcomm beats on fiscal Q1 2026 but guides March quarter well below Street
Qualcomm reported fiscal first-quarter revenue of $12.25 billion, up 5% year over year, and non-GAAP EPS of $3.50.