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Snapdragon smartphone chips

Still the largest revenue line, but down 20% year over year in fiscal Q3 2026.

QCOM market data

The numbers

Handset revenue$5.09BQ3 FY2026 · -20% YoY · source ↗

What it is

Snapdragon system-on-chip products for premium and mid-range Android phones, sold to device makers that also use Qualcomm's modem technology.

Why it matters to the stock. Handsets still set most of the quarterly revenue, so memory supply and phone demand move the stock more than any other single factor.

News

Qualcomm unveils Snapdragon 8 Elite Gen 6 and Extreme Gen 6 flagship chips

Qualcomm unveiled two flagship phone chips at its Snapdragon Summit in Maui on September 22: the Snapdragon 8 Elite Gen 6 and the Snapdragon 8 Elite Extreme Gen 6.

Product

iPhone 18 Pro lists Apple C2 modem; Pro Max modem left unlisted

Apple's September 9 iPhone 18 Pro launch lists its in-house C2 modem for the iPhone 18 Pro.

Product

Qualcomm confirms Snapdragon price increases for chips shipped after September 1

Qualcomm confirmed on July 29 that it will raise prices on Snapdragon chips for shipments after September 1, after first telling customers.

News

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.

Capital

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.

Guidance

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.

Earnings

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.

Earnings