HighGravityDataCurrent guidance
13 items
Qualcomm
Guidance from Qualcomm’s last 7 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
7
Latest release
Jul 29, 2026
Data checked
Jul 29, 2026
What changed in the Jul 29, 2026 release
Each item compared with the same item in the previous release (Apr 29, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Total non-handset revenues | for FY2029 | — | “$40 billion” | Filing ↗ |
| New | Year-over-year growth in non-handset revenues, including Data Center | for FY2027 | — | “greater than 60%” | Filing ↗ |
| New | QCT revenues | for Q4 FY2026 | — | “$8.4B - $9.0B” | Filing ↗ |
| New | QTL revenues | for Q4 FY2026 | — | “$1.2B - $1.4B” | Filing ↗ |
| New | Revenues | for Q4 FY2026 | — | “$9.7B - $10.5B” | Filing ↗ |
| New | Year-over-year growth in non-handset revenues, including Data Center | for FY2026 | — | “24%” | Filing ↗ |
| New | GAAP diluted EPS | for Q4 FY2026 | — | “$1.22 - $1.42” | Filing ↗ |
| New | Less diluted EPS attributable to other items | for Q4 FY2026 | — | “($0.11)” | Filing ↗ |
| New | Less diluted EPS attributable to share-based compensation | for Q4 FY2026 | — | “($0.72)” | Filing ↗ |
| New | Non-GAAP diluted EPS | for Q4 FY2026 | — | “$2.05 - $2.25” | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| QCT revenues | “$8.4B - $9.0B” | for Q4 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| QTL revenues | “$1.2B - $1.4B” | for Q4 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Revenues | “$9.7B - $10.5B” | for Q4 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Year-over-year growth in non-handset revenues, including Data Center | “24%” | for FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| GAAP diluted EPS | “$1.22 - $1.42” | for Q4 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Less diluted EPS attributable to other items | “($0.11)” | for Q4 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Less diluted EPS attributable to share-based compensation | “($0.72)” | for Q4 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Non-GAAP diluted EPS | “$2.05 - $2.25” | for Q4 FY2026 | Company-defined | Jul 29, 2026 | 1 | Filing ↗ |
| Fixed estimated Non-GAAP tax rate | “13.5%” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Non-handset revenues | “$22 billion” | for FY2029 | GAAP-tied | Feb 5, 2025 | 1 | Filing ↗ |
| Targets to achieve non-handset revenues | “$22 billion” | for FY2029 | GAAP-tied | Feb 5, 2025 | 1 | Filing ↗ |
| Total non-handset revenues | “$40 billion” | for FY2029 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Year-over-year growth in non-handset revenues, including Data Center | “greater than 60%” | for FY2027 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
How your Semiconductors sector group guides
12 companies in Semiconductors. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Micron Technology | Sep 30, 2026 | 7 changes |
| Broadcom | Sep 2, 2026 | 6 changes |
| Marvell Technology | Aug 27, 2026 | 11 changes |
| Nvidia | Aug 26, 2026 | 6 changes |
| Analog Devices | Aug 19, 2026 | 8 changes |
| Microchip Technology | Aug 6, 2026 | 31 changes |
| AMD | Aug 4, 2026 | 10 changes |
| Onsemi | Aug 3, 2026 | 15 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2029 | FY2027 | FY2026 | FY2025 | No period |
|---|---|---|---|---|---|
| GAAP Revenues | — | — | — | 1 statement | — |
| Less revenues attributable to other items | — | — | — | 1 statement | — |
| Non-GAAP Revenues | — | — | — | 1 statement | — |
| Non-handset revenues | 1 statement | — | — | — | — |
| QCT handset revenues from Chinese customers | — | — | 1 statement | — | — |
The full record for Qualcomm and its Semiconductors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 7 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 29, 2026 | FY2026 Q3 | 0000804328-26-000085 | 10 | Open filing ↗ |
| Apr 29, 2026 | FY2026 Q2 | 0000804328-26-000060 | 9 | Open filing ↗ |
| Feb 4, 2026 | FY2026 Q1 | 0000804328-26-000016 | 8 | Open filing ↗ |
| Nov 5, 2025 | FY2025 Q4 | 0000804328-25-000084 | 8 | Open filing ↗ |
| Apr 30, 2025 | FY2025 Q2 | 0000804328-25-000029 | 7 | Open filing ↗ |
| Feb 5, 2025 | FY2025 Q1 | 0000804328-25-000010 | 11 | Open filing ↗ |
| Nov 6, 2024 | FY2024 Q4 | 0000804328-24-000074 | 8 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
Report an error