QCOM
퀄컴
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Qualcomm
Customers
Competitors
Notes
Dominant supplier of premium Android smartphone SoCs and 5G modems, with a high-margin licensing (QTL) business based on cellular standard-essential patents. Apple modem business is winding down as Apple transitions to in-house modems, partially offset by automotive (Snapdragon Digital Chassis) and PC (Snapdragon X) diversification.
Qualcomm filed an 8-K disclosing an unregistered sale of equity securities, likely a private placement, convertible note issuance, or equity-linked compensation grant executed under a Securities Act exemption. Such transactions can carry dilution risk depending on size and instrument type. Full filing body not analyzed; description inferred from form + item codes.
Qualcomm filed an 8-K citing Item 8.01 (Other Material Events), a catch-all for company-deemed material developments not covered by standard item codes — possible triggers include licensing actions, regulatory outcomes, strategic agreements, or business updates. Item 9.01 accompanies as an exhibit attachment. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the actual exhibit to identify the specific event before acting.
Qualcomm filed an 8-K disclosing its quarterly results of operations (Item 2.02), typically accompanied by a press release with revenue, EPS, and segment performance data. For a leading mobile and automotive chip supplier, this release is closely watched for QCT handset/auto/IoT revenue mix and licensing (QTL) trends. Full filing body not analyzed; description inferred from form + item codes.
Qualcomm's 10-Q for the fiscal third quarter ended June 28, 2026 will detail revenue and earnings across its two segments — QCT (handsets, automotive, IoT chips) and QTL (licensing) — along with updated balance-sheet and cash-flow data. Full filing body not analyzed; description inferred from form + item codes. PMs should focus on handset SoC sell-through, automotive design-win ramp, on-device AI (Snapdragon X / NPU) attach trends, and any commentary on US-China export-control exposure heading into the second half.
Qualcomm filed an 8-K disclosing an unregistered sale of equity securities under Item 3.02, which typically signals a private placement, convertible note issuance, or similar capital raise that could be dilutive to existing shareholders. PMs should watch for size, pricing, use of proceeds, and any associated registration rights once details emerge. Full filing body not analyzed; description inferred from form + item codes.
Quarterly filing covering the period ended 2026-03-29, expected to detail handset chipset revenue trends, licensing (QTL) performance, automotive and IoT segment progress, and any commentary on Apple modem transition exposure or China demand. PMs should watch for segment mix shifts, gross margin trajectory, and forward guidance language. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. Item 2.02 indicates Qualcomm released quarterly earnings, with Item 9.01 attaching the press release and financial exhibits. PMs should watch handset QCT revenue, Apple modem share trajectory, automotive/IoT growth, and any FY26 guidance shift relevant to KR/TW memory and foundry read-throughs.
Qualcomm filed an 8-K under Item 5.07 reporting the results of shareholder votes at its annual meeting, typically covering director elections, auditor ratification, and say-on-pay. Full filing body not analyzed; description inferred from form + item codes. Routine governance disclosure with limited near-term impact on fundamentals or estimates.
Quarterly filing covering the period ended 2025-12-28, likely detailing handset chipset (QCT) and licensing (QTL) revenue trends, Apple modem share, automotive/IoT diversification progress, and updated FY26 guidance commentary. Full filing body not analyzed; description inferred from form + item codes. PMs should watch gross margin, China handset exposure, and capital return cadence.
Filing is an Item 2.02 earnings release with supporting exhibits (9.01), almost certainly Qualcomm's quarterly results press release and financial tables. Full filing body not analyzed; description inferred from form + item codes. PMs should check revenue mix (handsets vs. automotive vs. IoT), QCT margins, and any forward guidance for read-through to Asian semi supply chain (Samsung Foundry, TSMC, MediaTek competitive dynamics).
Qualcomm filed an 8-K under Item 5.02, signaling a change among executive officers or directors (appointment, departure, or compensation arrangement). Full filing body not analyzed; description inferred from form + item codes. Material for PMs only if the change involves the CEO, CFO, or another key leader shaping Qualcomm's handset/auto/IoT strategy amid the AI-edge transition.
Full filing body not analyzed; description inferred from form + item codes. Item 5.02 indicates a change involving directors or principal officers — appointment, departure, or compensation arrangement. PM relevance is limited unless the change involves the CEO, CFO, or another key executive driving Qualcomm's handset, automotive, or IoT strategy.
Filing reports amendments to Qualcomm's bylaws or articles of incorporation (Item 5.03), with related exhibits attached (Item 9.01). Bylaw changes can shift governance mechanics — advance-notice provisions, board composition, shareholder rights — so PMs holding QCOM should skim the amended text for any defensive or activist-related changes. Full filing body not analyzed; description inferred from form + item codes.