QUALCOMM INC/DE(QCOM)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
QUALCOMM INC/DE (QCOM) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores QCOM at 70.5/100 on a 32-signal composite quality model, placing it at rank #216 of 2,960 stocks — the top 10% of the AI-ranked universe. QCOM scores in the top quartile across revenue scale (96.6), balance sheet strength (94.1), institutional flow (85.8). Shareholder dilution risk is elevated at 21.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), QUALCOMM INC/DE reports quarterly revenue of $9.9B, net income of $2.0B, an operating margin of 16.4%. Top institutional holders of QCOM by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. QCOM trades on the Nasdaq exchange and files with the SEC under CIK 804328. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate QCOM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for QUALCOMM INC/DE directly from SEC EDGAR.
AI Quality Score
70.5/100
AI Rank
#216
Revenue
$9.9B
Net Income
$2.0B
Free Cash Flow
$495.0M
Operating Margin
16.4%
QCOM key financials by period
QUALCOMM INC/DE reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$44.3B
$5.5B
27.9%
FY 2024
10-K
$39.0B
$10.1B
25.9%
FY 2023
10-K
$35.8B
$7.2B
21.7%
FY 2022
10-K
$44.2B
$12.9B
35.9%
FY 2021
10-K
$33.6B
$9.0B
29.2%
FY 2020
10-K
$23.5B
$5.2B
26.6%
Institutions holding QCOM
Institutional investors reporting a position in QUALCOMM INC/DE on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-29 — Q3 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenues fell 4% YoY to $9.9 billion as QCT handset revenues dropped $1,242 million on OEM inventory reductions tied to memory supply constraints, with net income down 25% to $2.0 billion.
Biggest Revenue Drivers
QCT$8,504M-5% YoY
Lower handset revenues, partially offset by higher automotive and IoT revenues
QTL$1,278M-3% YoY
$67 million decrease in estimated sales of cellular products and $25 million lower prior-period royalties, partly offset by $59 million higher revenues per unit
Biggest Revenue Drivers
Total revenue: $9.9B-4% YoY
QCT$8,504M-5% YoY
Lower handset revenues, partially offset by higher automotive and IoT revenues
Within QCT
Handsets$5,086M-$1,242M YoY
Lower chipset shipments to certain major OEMs adjusting build plans to reduce inventory amid memory supply constraints and related price increases
IoT$1,830M+$149M YoY
Increase in revenues per unit primarily driven by favorable mix
Automotive$1,588M+$604M YoY
$381 million higher revenues per unit on favorable mix and pricing, plus $223 million from new Snapdragon digital cockpit and ADAS/AD vehicle launches
QTL$1,278M-3% YoY
$67 million decrease in estimated sales of cellular products and $25 million lower prior-period royalties, partly offset by $59 million higher revenues per unit
Largest Expense Items
Cost of revenues$4,670M+$64M YoY
Gross margin fell to 53% from 56%, primarily due to a decrease in QCT gross margin percentage
Research and development$2,607M+$381M YoY
$244 million higher wireless and integrated circuit development costs, primarily from lower non-recurring engineering reimbursements, plus $101 million more share-based compensation
Selling, general and administrative$976M+$205M YoY
$62 million higher share-based compensation, $27 million more sales and marketing, and $24 million from deferred compensation obligation revaluation
Other expense$68M+$68M YoY
Restructuring and restructuring-related charges, substantially all related to severance costs
Margins: Gross margin declined to 53% from 56% on lower QCT gross margin from higher product cost, partly offset by higher average selling prices. QCT EBT margin fell to 26% from 30%.
Watch Items from the Filing
Two customers each exceeded 10% of revenues at 23% and 20%; a year ago a third customer was 13% and is now below 10%.
Company expects memory supply constraints and related price increases to adversely affect demand from several handset OEMs, negatively impacting future financial results.
Apple expected to increasingly use its own modems, which the filing says will have a significant negative impact on QCT revenues, results of operations and cash flows.
Inventories rose to $8,379 million from $6,526 million at September 28, 2025, reflecting customer demand impacts from memory supply constraints.
Investment and other income rose $656 million to $1,014 million, including $726 million of net gains on marketable securities from QSI investee IPOs — a non-operating benefit.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
