Qualcomm (QCOM) reported $11.27 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 10%. EPS of $3.00 for the same period compares to $2.69 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $10.79 billion, representing a surprise of +4.43%. The company delivered an EPS surprise of +4.17%, with the consensus EPS estimate being $2.88.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Qualcomm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- QCT: $9.82 billion versus $9.28 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +13.2% change.
- Revenues- QCT- Automotive: $1.05 billion compared to the $1.02 billion average estimate based on four analysts. The reported number represents a change of +17.1% year over year.
- Revenues- QCT- IoT (internet of things): $1.81 billion versus $1.7 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
- Revenues- QTL: $1.41 billion versus the four-analyst average estimate of $1.4 billion. The reported number represents a year-over-year change of -7.4%.
- Revenues- QCT- Handsets: $6.96 billion versus $6.56 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.2% change.
- Revenues- Licensing: $1.6 billion compared to the $1.5 billion average estimate based on two analysts. The reported number represents a change of -6.8% year over year.
- Revenues- Equipment and services: $9.67 billion versus the two-analyst average estimate of $9.16 billion. The reported number represents a year-over-year change of +13.4%.
- Income / (loss) before taxes- QTL: $1.02 billion versus the two-analyst average estimate of $975.6 million.
- Income / (loss) before taxes- QCT: $2.9 billion versus the two-analyst average estimate of $2.66 billion.
View all Key Company Metrics for Qualcomm here>>>
Shares of Qualcomm have returned +4.5% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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QUALCOMM Incorporated (QCOM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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