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EPS est. vs. actual, revenue est. vs. actual, surprise
| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| FY2026 Q2 | 2025. 03. 30. | Time TBD | — | $5.36 | — | — | $22.65B | Reported |
| FY2026 Q1 | 2024. 12. 29. | Time TBD | — | $2.83 | — | — | $11.67B | Reported |
| FY2025 Q3 | 2024. 06. 23. | Time TBD | — | $6.39 | — | — | $28.72B | Reported |
| FY2025 Q2 | 2024. 03. 24. | Time TBD | — | $4.51 | — | — | $19.33B | Reported |
Management comments by topic, from SEC 8-K earnings filings
Qualcomm management stated in their Q2 FY2026 comments that AI agents are positively impacting all platform product roadmaps. While demand is largely positive, memory supply constraints and pricing have affected handset OEM demand, which was reflected in the Q3 guidance. The company is facing a challenging memory environment and has taken a cautious stance on inventory.
AI-extracted management comments from SEC 8-K earnings filings (press release + CFO commentary). ● = latest tone, Q▲▼ = vs. prior quarter, Y▲▼ = vs. a year ago. Quotes are verbatim from the filing. Not investment advice.
Presentations, webcast, transcript, and earnings-release links
Long-term trends, guidance-tone shifts, and earnings-call transcript links.