Qualcomm, Inc.
QCOM
Market Cap$173.43B
Close$
Earnings Call Q3 2025
July 30, 2025 - AI Summary
Strong Financial Performance: Qualcomm reported revenues of $10.4 billion and non-GAAP earnings per share of $2.77 for fiscal Q3 2025, near the high end of their guidance. This reflects a year-over-year growth of approximately 12% in revenue and 16% in EPS compared to fiscal 2024, indicating solid financial health.
Chipset Business Growth: The chipset segment delivered $9 billion in revenues, with 7% year-over-year growth primarily due to increased demand for premium tier handsets and significant contributions from the automotive (21% YOY increase) and IoT sectors (24% YOY increase). Qualcomm aims for over $22 billion in combined automotive and IoT revenues by fiscal 2029.
Licensing Business Stability: Licensing revenues were stable at $1.3 billion with an impressive EBT margin of 71%. This stability is crucial as Qualcomm navigates changes in its customer base, particularly with a reduced share from Apple.
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$227.22
42.3% upside
Current Fair Value
42.3% upsideUndervalued by 42.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $173.43 Billion |
|---|---|
| Enterprise Value | $183.05 Billion |
| Dividend Yield | $3.44 (2.14%) |
| Earnings per Share | $9.09 |
| Beta | 1.23 |
| Outstanding Shares | 1,092,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 15.16 |
|---|---|
| PEG | 60.1 |
| Price to Sales | 4.1 |
| Price to Book Ratio | 6.65 |
| Enterprise Value to Revenue | 4.23 |
| Enterprise Value to EBIT | 14.71 |
| Enterprise Value to Net Income | 15 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.55 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Qualcomm, Inc.
41,000 employees
CEO: Steven Mollenkopf Qualcomm is the world's leading wireless technology innovator and the driving force behind the development, launch, and expansion of 5G. When people connected the phone to the internet, the mobile revolution was born. Today, foundational...