$QCOM Evolves: From Phone Chips to AI & Edge Powerhouse
$Qualcomm(QCOM)$ is no longer just a phone chip company.
It’s becoming one of the biggest long-term AI + edge computing plays.
• FY2025 non-GAAP EPS: $12.03 (+18% YoY)
• Q1 FY2026 EPS: $3.50 record quarter
• Automotive revenue now over $1B+ per quarter
• IoT revenue growing double digits
• Expanding into AI PCs, robotics, automotive, and data centers
• Massive buybacks + strong cash flow
The real story: diversification.
QCOM is shifting from “smartphone dependent” → to powering AI on EVERY device around you.
Cars. AI laptops. Smart glasses. Robotics. Industrial AI. Edge computing.
And unlike many AI names… QCOM is already massively profitable.
Long-term, this can become one of the most overlooked AI compounders in semis. 🚀
Some supporting stats:
FY2025 non-GAAP EPS reached $12.03 vs $10.22 prior year.
Automotive + IoT revenue grew 27% combined in FY2025.
Q2 FY2026 automotive revenue hit another record, with management targeting a $6B+ annualized automotive run rate.
Qualcomm also announced a new $20B buyback authorization in 2026.
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