$Qualcomm(QCOM)$ April should see a dividend increase announcement
Last year 6% increase
Past 4 years 4% CAGR
Interesting to see the approach double digit increase? - and signal confidence on FCF
or
keep ~7% increase and buyback shares more aggressively vs previous years
Image
QCOM has ramped-up buybacks using this FCF improvement
1Q´25 saw more than doubling of buybacks vs 1Q the year prior and the average per quarter over the past 4 years
The company has an open buyback authorization of $14.3 B (~8% of current mkt cap. $178 B)
Image
QCOM FCF / share
FY24 delivered
» record FCF/share +14% YoY
» record Operating Cash flow +8% YoY
» Capex reduction -28% YoY
» FCF +14% YoY
» Shares ~flat
1Q´25 FCF kept improving +58% YoY
Image
Comments