Qualcomm Q3 Earnings: EPS Surges 29% as Automotive, IoT Drive Growth
Qualcomm (NASDAQ: QCOM) reported strong Q3 fiscal 2025 results, with total revenues reaching $10.4 billion, up 10% year-over-year. The company's diversification strategy showed success with Automotive and IoT sectors growing 23% combined.
Key highlights include GAAP net income of $2.67 billion (up 25%) and non-GAAP EPS of $2.77 (up 19%). QCT segment revenue grew 11% to $8.99 billion, with notable increases in Automotive (21%) and IoT (24%). The company returned $3.8 billion to shareholders through dividends and share repurchases.
For Q4 2025, Qualcomm forecasts revenues between $10.3-11.1 billion and non-GAAP EPS of $2.75-2.95.
Qualcomm (NASDAQ: QCOM) ha riportato risultati solidi per il terzo trimestre fiscale 2025, con ricavi totali pari a 10,4 miliardi di dollari, in crescita del 10% rispetto all'anno precedente. La strategia di diversificazione dell'azienda ha avuto successo, con i settori Automotive e IoT in crescita combinata del 23%.
I punti salienti includono un utile netto GAAP di 2,67 miliardi di dollari (in aumento del 25%) e un EPS non-GAAP di 2,77 dollari (in crescita del 19%). I ricavi del segmento QCT sono aumentati dell'11%, raggiungendo 8,99 miliardi di dollari, con incrementi significativi in Automotive (21%) e IoT (24%). L'azienda ha restituito 3,8 miliardi di dollari agli azionisti tramite dividendi e riacquisto di azioni.
Per il quarto trimestre 2025, Qualcomm prevede ricavi tra 10,3 e 11,1 miliardi di dollari e un EPS non-GAAP compreso tra 2,75 e 2,95 dollari.
Qualcomm (NASDAQ: QCOM) reportó sólidos resultados en el tercer trimestre fiscal de 2025, con ingresos totales que alcanzaron 10.4 mil millones de dólares, un aumento del 10% interanual. La estrategia de diversificación de la compañía mostró éxito con los sectores Automotriz e IoT creciendo un 23% combinados.
Los aspectos destacados incluyen un ingreso neto GAAP de 2.67 mil millones de dólares (un aumento del 25%) y un EPS no GAAP de 2.77 dólares (un aumento del 19%). Los ingresos del segmento QCT crecieron un 11% hasta 8.99 mil millones de dólares, con incrementos notables en Automotriz (21%) e IoT (24%). La compañía devolvió 3.8 mil millones de dólares a los accionistas mediante dividendos y recompra de acciones.
Para el cuarto trimestre de 2025, Qualcomm pronostica ingresos entre 10.3 y 11.1 mil millones de dólares y un EPS no GAAP de 2.75 a 2.95 dólares.
Qualcomm (NASDAQ: QCOM)은 2025 회계연도 3분기 강력� 실적� 보고했으�, � 매출은 104� 달러� 전년 대� 10% 증가했습니다. 회사� 다각� 전략은 자동� � IoT 부문이 합산 23% 성장하며 성공� 거두었습니다.
주요 내용으로� GAAP 순이� 26.7� 달러 (25% 증가)와 �-GAAP 주당순이�(EPS) 2.77달러 (19% 증가)가 있습니다. QCT 부� 매출은 11% 증가� 89.9� 달러� 기록했으�, 자동�(21%) � IoT(24%) 부문에� 눈에 띄는 성장� 있었습니�. 회사� 배당� � 자사� 매입� 통해 38� 달러� 주주에게 환원했습니다.
2025� 4분기에는 Qualcomm� 매출� 103억~111� 달러, �-GAAP EPS� 2.752.95달러� 전망하고 있습니다.
Qualcomm (NASDAQ : QCOM) a publié des résultats solides pour le troisième trimestre de l'exercice 2025, avec un chiffre d'affaires total atteignant 10,4 milliards de dollars, en hausse de 10 % par rapport à l'année précédente. La stratégie de diversification de l'entreprise a porté ses fruits avec une croissance combinée de 23 % dans les secteurs Automobile et IoT.
Les points clés incluent un résultat net GAAP de 2,67 milliards de dollars (en hausse de 25 %) et un BPA non-GAAP de 2,77 dollars (en hausse de 19 %). Les revenus du segment QCT ont augmenté de 11 % pour atteindre 8,99 milliards de dollars, avec des augmentations notables dans l'Automobile (21 %) et l'IoT (24 %). L'entreprise a reversé 3,8 milliards de dollars aux actionnaires via des dividendes et des rachats d'actions.
Pour le quatrième trimestre 2025, Qualcomm prévoit un chiffre d'affaires compris entre 10,3 et 11,1 milliards de dollars et un BPA non-GAAP de 2,75 à 2,95 dollars.
Qualcomm (NASDAQ: QCOM) meldete starke Ergebnisse für das dritte Quartal des Geschäftsjahres 2025, mit einem Gesamtumsatz von 10,4 Milliarden US-Dollar, was einem Anstieg von 10 % gegenüber dem Vorjahr entspricht. Die Diversifizierungsstrategie des Unternehmens zeigte Erfolg mit einem kombinierten Wachstum der Automobil- und IoT-Sektoren von 23 %.
Zu den wichtigsten Highlights gehören ein GAAP-Nettogewinn von 2,67 Milliarden US-Dollar (plus 25 %) und ein Non-GAAP-Gewinn je Aktie (EPS) von 2,77 US-Dollar (plus 19 %). Die Umsätze im QCT-Segment stiegen um 11 % auf 8,99 Milliarden US-Dollar, mit bemerkenswerten Zuwächsen im Automobilbereich (21 %) und IoT (24 %). Das Unternehmen gab 3,8 Milliarden US-Dollar an die Aktionäre zurück durch Dividenden und Aktienrückkäufe.
Für das vierte Quartal 2025 prognostiziert Qualcomm Umsätze zwischen 10,3 und 11,1 Milliarden US-Dollar sowie ein Non-GAAP-EPS von 2,75 bis 2,95 US-Dollar.
- Total revenue increased 10% YoY to $10.4 billion
- GAAP net income grew 25% to $2.67 billion
- Automotive revenue surged 21% to record $984 million
- IoT revenue grew 24% to $1.68 billion
- QCT segment profitability improved to 30% EBT margin
- Returned $3.8 billion to shareholders through dividends and buybacks
- Handset revenue growth slower at 7% compared to other segments
- QTL segment showed modest 4% revenue growth
Insights
Qualcomm's 10% revenue growth and 29% EPS increase showcase successful diversification beyond smartphones into automotive and IoT markets.
Qualcomm delivered an impressive quarter with
The company's diversification strategy is clearly bearing fruit. While handsets still dominate at
Profitability metrics tell an equally compelling story. QCT's EBT margin expanded 3 percentage points to
The
Qualcomm Incorporated (NASDAQ: QCOM) announced on July 30, 2025, robust financial results for its third fiscal quarter, showcasing significant year-over-year growth in revenue and profitability driven by the company's ongoing diversification strategy. The technology firm reported total revenues of
The company's performance was highlighted by substantial gains in its Automotive and Internet of Things (IoT) sectors, which together saw revenues climb by
"Another quarter of strong growth in QCT Automotive and IoT revenues further validates our diversification strategy and confidence in achieving our long-term revenue targets,� stated Cristiano Amon, President and CEO of Qualcomm. “Our leadership in AI processing, high-performance and low-power computing and advanced connectivity positions us to become the industry platform of choice as AI gains scale at the edge."
Financial Performance Highlights
Qualcomm presented its results on both a GAAP (Generally Accepted Accounting Principles) and a non-GAAP basis. Non-GAAP figures are adjusted to exclude certain items, such as stock-based compensation, which the company believes provides investors with a clearer view of its core operational performance.
For the third fiscal quarter ended June 29, 2025, the key financial metrics were:
- Total Revenues:
, an increase of$10.36 5 billion year-over-year.10% - GAAP Net Income:
, a$2.66 6 billion rise from25% in the prior-year quarter.$2.12 9 billion - Non-GAAP Net Income:
, up$3.04 0 billion from15% a year ago.$2.64 8 billion - GAAP Diluted EPS:
, a$2.43 increase compared to29% in the third quarter of fiscal 2024.$1.88 - Non-GAAP Diluted EPS:
, a$2.77 increase from19% in the prior-year quarter.$2.33
Segment Growth Underscores Diversification
The company's results were bolstered by solid performance across its primary business segments, QCT (Qualcomm CDMA Technologies) and QTL (Qualcomm Technology Licensing).
The QCT segment, which includes semiconductors and related technologies, generated revenues of
- Automotive: Revenues surged
to a record21% .$984 million - IoT (Internet of Things): Grew by
to reach24% .$1.68 1 billion - Handsets: The largest stream saw a
increase to7% .$6.32 8 billion
The profitability of the QCT segment also improved, with Earnings Before Taxes (EBT) as a percentage of revenues rising to
The QTL segment, Qualcomm's licensing arm, reported revenues of
Capital Return and Business Outlook
Qualcomm continued its commitment to returning capital to its shareholders, distributing a total of
Looking ahead to the fourth fiscal quarter of 2025, the company provided the following guidance:
- Revenues: Projected to be between
and$10.3 billion .$11.1 billion - GAAP Diluted EPS: Expected in the range of
to$2.23 .$2.43 - Non-GAAP Diluted EPS: Forecasted to be between
and$2.75 .$2.95
This forward-looking guidance is based on the company's current outlook and is subject to various risks and uncertainties, as outlined in its public filings.
This article is based solely on information provided in Qualcomm Incorporated's press release dated July 30, 2025. The content is for informational purposes only and does not constitute financial, investment, legal, or tax advice. Stock Titan and its writers make no representations as to the accuracy, completeness, or timeliness of the information. Investors should conduct their own due diligence before making any investment decisions.
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