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Qualcomm fiscal Q4: revenue $10.32B, -8% y/y

New Street Desk ·

New Street Spotlight card: Qualcomm fiscal Q4: revenue $10.32B, -8% y/y. Fiscal Q4 ended Sept. 27, 2026. Revenue of $10.32B was within Qualcomm's own $9.7B-$10.5B guide. Licensing (QTL) revenue -7% y/y. QCT (semiconductor) revenue $9.02B, -8% y/y: handsets -26%, Automotive and IoT +36% (automotive +89%, IoT +4%). Non-GAAP EPS $2.17 vs. $3.00 a year earlier. Next-quarter revenue guide $10.4B-$11.2B, per Qualcomm, vs. $12.25B a year earlier. New Street View: Automotive and IoT, 43% of QCT revenue, outpaced handsets; the next-quarter revenue guide is the test. Sources: Qualcomm releases and Form 8-Ks.

Fiscal Q4 ended Sept. 27, 2026. Revenue of $10.32B was within Qualcomm’s own $9.7B-$10.5B guide. Licensing (QTL) revenue -7% y/y.[1][2][3]

QCT (semiconductor) revenue $9.02B, -8% y/y: handsets -26%, Automotive and IoT +36% (automotive +89%, IoT +4%).[1][2]

Non-GAAP EPS $2.17 vs. $3.00 a year earlier. Next-quarter revenue guide $10.4B-$11.2B, per Qualcomm, vs. $12.25B a year earlier.[2][4]

New Street View: Automotive and IoT, 43% of QCT revenue, outpaced handsets; the next-quarter revenue guide is the test.[1][2]

Sources

  1. Qualcomm (SEC EDGAR), Form 8-K filing index, accession 0000804328-26-000127 (Items 2.02, 9.01)
  2. Qualcomm (SEC EDGAR), Form 8-K, Exhibit 99.1: fiscal Q4 2026 results
  3. Qualcomm (SEC EDGAR), Form 8-K, Exhibit 99.1: fiscal Q3 2026 results (Q4 guidance)
  4. Qualcomm (SEC EDGAR), Form 8-K, Exhibit 99.1: fiscal Q1 2026 results

How to cite: New Street Desk, "Qualcomm fiscal Q4: revenue $10.32B, -8% y/y," New Street, Nov. 4, 2026, https://newstreet.xyz/spotlight/2026-11-04-qualcomm-fiscal-q4/.