Qualcomm Q4 2025 Earnings Beat Estimates on AI Demand
Qualcomm (QCOM) beat Q4 2025 estimates with revenue of $12.5 billion and EPS of $2.45, fueled by AI demand. The stock gained 4% in after-hours trading.
Key Numbers
Qualcomm (QCOM) reported fiscal fourth-quarter 2025 results that exceeded analyst expectations, driven by surging demand for artificial intelligence chips. Revenue came in at $12.5 billion, beating the consensus estimate of $11.8 billion. The stock rose 4% in after-hours trading.
Key Financial Results
| Metric | Q4 2025 | Analyst Estimates |
|---|---|---|
| Revenue | $12.5B | $11.8B |
| Net Income | $2.8B | $2.5B |
| EPS | $2.45 | $2.20 |
Highlights from the Report
Qualcomm attributed the beat to strong demand for its smartphone chips with AI capabilities, as well as growth in automotive and IoT segments. Smartphone revenue reached $8.5 billion, up 12% year-over-year.
Guidance
For the first quarter of fiscal 2026, Qualcomm expects revenue between $11.5B and $12.5B, with EPS in the range of $2.30 to $2.50. This aligns with the consensus estimate of $12.0B.
Stock Impact
Qualcomm shares gained 4% in after-hours trading to $185. The stock currently trades at a P/E multiple of 22x, near its historical average.
What This Means for Investors
Qualcomm's results underscore strong AI chip demand in mobile devices, solidifying its market position. Investors will watch for sustained growth amid competition from MediaTek and other chipmakers.
Frequently Asked Questions
Found this useful? Share it