GraniteShares 2x Long QCOM Daily ETF(QCML.US)

QCOM 4Q25 First Take: Revenue was in line with consensus, while GPM declined as memory shortages and price hikes pressured QCT margins. The impact from memory shortages and tighter state subsidies was largely priced in, so segment performance broadly matched expectations. However, the Street was most disappointed by next-quarter guidance. For next quarter, the company guides revenue to $10.2–11.0bn, below consensus ($11.2bn). Non-GAAP EPS is guided to $2.45–2.65, also below consensus ($2.90). This implies both revenue and margin could decline QoQ. The largest drag is handsets, where the company expects only about $6bn of revenue next quarter, a double-digit YoY decline. Management attributes this to insufficient DRAM supply. While expectations had already been trimmed, the magnitude of the memory impact surprised the market. Overall, continued memory shortages will weigh on results. Beyond margin pressure from price hikes, constrained supply will cap shipments, limiting any near-term recovery in fundamentals. For now, watch for potential breakthroughs in AI PCs or data centers to rebuild confidence; see Dolphin Research’s upcoming commentary and call Trans for details. $Qualcomm(QCOM.US) $GraniteShares 2x Long QCOM Daily ETF(QCML.US)

Qualcomm conference call: AI data centers "sucking dry" DRAM capacity, memory shortages will determine this year's smartphone market size

Qualcomm issued a stern warning for Q2, stating that the competition for HBM capacity in AI data centers has severely impacted traditional DRAM, leading to a significant shortage and forcing smartphone manufacturers to cut orders. The Q2 smartphone chip revenue guidance has been lowered to $6 billion. CEO Cristiano Amon emphasized that the total annual smartphone market size will directly depend on memory supply capacity

Qualcomm Q1 Highlights: Double Beat, Record Revenue, AI Momentum 'Growing'

Qualcomm Inc (NASDAQ:QCOM) reported record Q1 revenue of $12.25 billion, up 5% year-over-year, exceeding estimates. Adjusted EPS was $3.50, beating the consensus of $3.40. QCT revenue reached $10.61 billion, with automotive revenue hitting a record $1.10 billion. Guidance for Q2 revenue is $10.20-$11.0 billion, below the $11.11 billion estimate. Qualcomm's stock fell 9.1% to $135.35 in after-hours trading. CEO Cristiano Amon noted growing momentum in AI and completed the acquisition of Alphawave Semi to enhance Data Center expansion.

Qualcomm's revenue hits a record high, but the earnings outlook is lukewarm, indicating unstable demand for mobile chips, with after-hours stock price dropping nearly 10% | Earnings Report Insights

Qualcomm's revenue reached USD 12.252 billion in the first quarter of fiscal year 2026, a year-on-year increase of 5%, setting a quarterly record. Despite strong performance in the chip business (QCT) and growth in automotive and IoT revenues, the company has a cautious outlook for the next quarter, expecting revenue to be between USD 10.2 billion and USD 11 billion. Due to tight supply of memory chips, demand for mobile chips has been unstable, causing the stock price to plummet nearly 10% in after-hours trading

Earnings Flash (QCOM) Qualcomm Posts Fiscal Q1 Revenue $12.25B, vs. FactSet Est of $12.13B

Earnings Flash (QCOM) Qualcomm Posts Fiscal Q1 Revenue $12.25B, vs. FactSet Est of $12.13B