Qualcomm (QCOM) reported $12.25 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5%. EPS of $3.50 for the same period compares to $3.41 a year ago.
The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $12.28 billion. With the consensus EPS estimate being $3.39, the EPS surprise was +3.15%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: $10.61 billion compared to the $10.75 billion average estimate based on four analysts. The reported number represents a change of +5.3% year over year.
- Revenues- QCT- Automotive: $1.1 billion versus $1.1 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change.
- Revenues- QCT- IoT (internet of things): $1.69 billion versus the four-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +9%.
- Revenues- QTL: $1.59 billion versus the four-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +3.7%.
- Revenues- QCT- Handsets: $7.82 billion compared to the $7.89 billion average estimate based on four analysts. The reported number represents a change of +3.3% year over year.
- Revenues- Licensing: $1.79 billion compared to the $1.61 billion average estimate based on two analysts. The reported number represents a change of +3.4% year over year.
- Revenues- Equipment and services: $10.47 billion versus the two-analyst average estimate of $10.76 billion. The reported number represents a year-over-year change of +5.3%.
- Income / (loss) before taxes- QTL: $1.23 billion versus $1.11 billion estimated by two analysts on average.
- Income / (loss) before taxes- QCT: $3.3 billion compared to the $3.37 billion average estimate based on two analysts.
View all Key Company Metrics for Qualcomm here>>>
Shares of Qualcomm have returned -19.3% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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