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(Bloomberg) -- Qualcomm Inc., the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainApple Set to Make Big Smart Home Push With Siri AI at CenterSK Hynix Profit Dis

Wireless chipmaker Qualcomm (NASDAQ:QCOM) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, but sales fell by 4% year on year to $9.95 billion. Guidance for next quarter’s revenue was better than expected at $10.1 billion at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $2.21 per share was in line with analysts’ consensus estimates.

Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for ‌its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has ‌surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and ​royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.

Qualcomm forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple products would decline faster than expected as supply constraints and rising ‌costs weighed on its business. In an interview with Reuters, CEO Cristiano Amon said costs had risen not just for memory chips, but across the ​supply chain. Qualcomm plans to raise prices starting September 1 in an effort to return its margins to historical levels, he said.

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New growth engines must now prove their financial value.

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Qualcomm Stock Faces Make-or-Break Earnings as Options Signal 9% Swing

Qualcomm (NasdaqGS:QCOM) has signed a new long term chip supply agreement with BMW to support next generation AI enabled vehicle platforms. The agreement covers AI powered digital cockpit and driver assistance systems for future BMW models. Qualcomm has completed its acquisition of Modular Inc, which provides AI software infrastructure. These moves expand Qualcomm's reach in automotive and AI software beyond its historical focus on smartphones. Qualcomm has long been associated with...

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Bernstein managing director & senior analyst Stacy Rasgon and Lopez Research founder Maribel Lopez comment on Qualcomm's (QCOM) position in the AI data center landscape.

Qualcomm announced its Q3 earnings after the bell on Thursday.

Qualcomm announced its Q3 earnings after the bell on Thursday.

Qualcomm will report its third quarter earnings after the bell on Wednesday.

Wall Street expects Qualcomm to report $9.6 billion in revenue and earnings per share of $2.22 for the fiscal third quarter.

While the world focuses on its GPU dominance, the company is mounting a surprise attack on an entirely new market. It is now targeting the CPU space, a category it has never addressed before. This move opens a brand new addressable market, altering the company's growth profile.

Qualcomm said on Wednesday it has signed a long-term deal to supply ‌chips for German luxury automaker BMW's future ‌digital cockpit and advanced driver-assistance systems through the next decade. The ​agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The ‌deal includes Qualcomm's ⁠Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which ⁠the companies said would establish the hardware basis for BMW's AI-led platforms.

The main US stock measures were mostly trending higher in Wednesday's premarket activity as traders

Retail sentiment remains ‘bearish’ on SPY and QQQ. Further weakness in QQQ will put it on track for the longest losing streak since August 2025.

Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.

Qualcomm will report its fiscal third-quarter results on Wednesday afternoon as it seeks to diversify away from mobile phones.

Here's a closer look at Qualcomm headed into its earnings report on Wednesday.

Qualcomm notified customers on July 24, 2026 of double-digit chip price increases taking effect September 1, citing an inability to absorb further supplier cost increases.

A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.

Qualcomm stock in focus ahead of Q2 earnings on July 29. Barchart data recommends caution in playing QCOM shares heading into the quarterly print.

Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— begin reshaping the company’s long-term outlook. Samsung Partnership Strengthens Premium Smartphone Leadership Its expanded collaboration with Samsung paves the way for Snapdragon platforms to power Samsung’s latest Galaxy smartphones, smart […]

Qualcomm heads into its July 29 earnings report facing lowered expectations, but investors will be watching closely for updates on AI, data center expansion, and smartphone demand.

The 41-year-old company has given back the stock gain it made in the first half of the year and is sitting 35% below its peak. And it's heading into an earnings report that needs to answer some hard questions. Qualcomm (QCOM) closed July 27 at $170.04, up 1.84% on the session but a long way from ...

A quarter that nearly doubled expected profit still could not outweigh a rising capital bill, a softer profit guide, and a foundry deep in the red.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.