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Revenue by Segment
Analyzes income from different business units, highlighting which segments drive growth and profitability, and indicating strategic focus areas.Equipment & Services (QCT) shows clear cycle-driven swings tied to handset inventory and memory dynamics, while Licensing (QTL) is far steadier with occasional one‑offs. The late‑2024/2025 uplift reflects real diversification—record auto and IoT strength plus early data‑center/custom silicon traction—raising Qualcomm’s revenue floor. Management’s guidance, however, flags a near‑term sequential decline driven by China handset drawdowns; that makes the next quarter a cyclical trough rather than a structural reversal, but persistent memory uncertainty is the key risk to pacing of recovery into 2027.
Date | Equipment and Services | Licensing |
|---|---|---|
Jun 30, 2026 | $8.47B | $1.47B |
Mar 31, 2026 | $9.06B | $1.54B |
Dec 31, 2025 | $10.47B | $1.79B |
Sep 30, 2025 | $9.67B | $1.60B |
Jun 30, 2025 | $8.89B | $1.47B |
Mar 31, 2025 | $9.36B | $1.62B |
Dec 31, 2024 | $9.94B | $1.73B |
Sep 30, 2024 | $8.53B | $1.71B |
Jun 30, 2024 | $7.99B | $1.40B |
Mar 31, 2024 | $7.95B | $1.44B |