- QCOM Q3 FY2026: revenue ~$9.9B, GAAP EPS $1.87, adjusted EPS $2.21. QCT revenue ~$8.5B. Automotive revenue +61% to $1.588B; IoT +9% to $1.83B. Total rev down ~4% y/y. Returned $2.3B.
- QUALCOMM (QCOM) closed its ~$3.9B all‑stock buy of Modular. Modular’s AI tools (Mojo, MAX, Modular Cloud) stay as products; CEO Chris Lattner becomes Qualcomm EVP of Advanced AI Software.
- QUALCOMM (QCOM) struck a 10-year deal with BMW to supply Snapdragon Digital Chassis chips — Cockpit, Ride platforms, Supreme Edition SoC and AI accelerators — as lead compute silicon provider.
- QUALCOMM (QCOM) says its Snapdragon chips power about 70% of Samsung flagship phones, signaling strong high-end chipset share and deep supply ties with Samsung’s premium line.
- Put option volume clusters at the $165 strike for QUALCOMM (QCOM), reflecting trader bets on handset, automotive and AI business outcomes.
- QUALCOMM (QCOM): median 12‑month price target $205, ~20.5% above last close $162.88. Analyst mix: 15 buy, 25 hold, 3 sell — consensus: hold.
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Key facts: QUALCOMM Incorporated Q3 ~$9.9B; Modular buy; 10‑yr BMW deal
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QCOM Q3 FY2026: revenue ~$9.9B, GAAP EPS $1.87, adjusted EPS $2.21. QCT revenue ~$8.5B. Automotive revenue +61% to $1.588B; IoT +9% to $1.83B. Total rev down ~4% y/y. Returned $2.3