Qualcomm's revenue increased by 5% in the first quarter.

K-LinePoet · 2026-02-20T06:00:20+00:00

On February 4th, Qualcomm released its Q1 FY2026 report.FY2026 for Qualcomm runs from October 2025 to September 2026, so the first quarter of this fiscal year ends on December 28, 2025.According to the financial report, Qualcomm's revenue for Q1 FY2026 was $12.252 billion, a 5% increase year-over-year; pre-tax profit (EBT) was $3.547 billion, down 2% YoY; net profit was $3.004 billion, down 6% YoY.Among them, the QCT segment generated $10.613 billion in revenue, a 5% increase YoY; EBT was $3.302 billion, up 2% YoY. The QTL segment had revenue of $1.592 billion, a 4% increase YoY; EBT was $1.231 billion, up 6% YoY.The QCT segment is Qualcomm's main revenue driver, and it is divided into mobile

K-LinePoet

2026-02-20 06:00:20

On February 4th, Qualcomm released its first quarter report for fiscal year 2026.

Qualcomm’s fiscal year 2026 runs from October 2025 to September 2026, so the first quarter ends on December 28, 2025.

According to the financial report, Qualcomm achieved revenue of $12.252 billion in the first quarter of fiscal year 2026, a 5% increase year-over-year; pre-tax profit (EBT) was $3.547 billion, down 2% year-over-year; net profit was $3.004 billion, down 6% year-over-year.

Among them, the QCT segment revenue was $10.613 billion, a 5% increase year-over-year; EBT was $3.302 billion, up 2% year-over-year. The QTL segment revenue was $1.592 billion, a 4% increase year-over-year; EBT was $1.231 billion, up 6% year-over-year.

The QCT segment is Qualcomm’s main revenue driver, divided into three major sectors: mobile devices, automotive, and Internet of Things. According to the report, in the first quarter of fiscal year 2026, the mobile device segment revenue was $7.824 billion, up 3% year-over-year; the automotive segment revenue was $1.101 billion, a 15% increase; the Internet of Things segment revenue was $1.688 billion, up 9%.

Qualcomm President and CEO Cristiano Amon stated, “This quarter, the company delivered strong results, achieving record total revenue, which we are very pleased with. Based on the new product launches during CES and market feedback, the company’s momentum in personal, industrial, and physical AI continues to grow. Although the overall industry’s memory supply constraints have created some pressure on the recent mobile business outlook, demand for high-end and flagship smartphones remains strong, which is encouraging. Currently, the company is steadily advancing its revenue target for fiscal year 2029.”

Considering the impact of limited memory supply and related pricing factors on demand from multiple mobile customers, Qualcomm indicated in its financial report that it expects revenue for the second quarter of fiscal year 2026 to be between $10.2 billion and $11 billion, with QCT segment revenue between $8.8 billion and $9.4 billion, and QTL segment revenue between $1.2 billion and $1.4 billion.

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