Qualcomm

Semiconductors • Technology • San Diego, CA, United States • QCOM (NMS)

858 587 1121 5775 Morehouse Drive, San Diego, CA 92121-1714, United States

Quarter: Q3 2025 Reported: July 30, 2025

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including consumer electronic devices, industrial devices, and edge networking products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing LTE, and/or OFDMA-based 5G products and derivatives; to use cellular standard-essential patents, including 3G, 4G and 5G for cellular devices. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, IoT, and extended reality, and investments, including non-marketable equity securities and, to a lesser extent, marketable equity securities, and convertible debt instruments. It also provides development, and other services and sells related products to the United States government agencies and their contractors. In addition, the company is also involved in Qualcomm government technologies and data center businesses. QUALCOMM Incorporated was incorporated in 1985 and is headquartered in San Diego, California.

Analysis Summary

The provided excerpt from Qualcomm's (QCOM) 8-K filing for Q3 fiscal 2025 confirms the release of its financial results on July 30, 2025. However, it does not contain the detailed financial performance breakdown, strategic initiatives, business segment analysis, management commentary, forward guidance, competitive positioning, market trends, or risk factors. The announcement refers to a press release (Exhibit 99.1) which is stated to include Non-GAAP financial measures, reconciliation to GAAP, and management's rationale for their presentation. To gain a comprehensive understanding of Qualcomm's Q3 2025 performance, including specific revenue, earnings, and guidance figures, as well as any strategic shifts or market insights, investors must consult the full press release incorporated by reference. Without access to Exhibit 99.1, a detailed analysis of year-over-year comparisons, specific growth rates, or an assessment of the company's competitive landscape and any identified concerns cannot be provided.

Key Highlights

• Qualcomm (QCOM) announced its Q3 fiscal 2025 financial results on July 30, 2025.
• The results were detailed in a press release furnished as Exhibit 99.1.
• The press release includes both GAAP and Non-GAAP financial measures.
• Management's rationale for presenting Non-GAAP measures is discussed in the full release.
• Specific financial figures and forward guidance are contained within the referenced Exhibit 99.1.