Qualcomm Reports Mixed Quarter, Low Guidance
Qualcomm Inc. reported fiscal Q1 revenue of $12.25 billion for the quarter ended December 29, 2025, a 5% year-over-year increase that narrowly beat Wall Street's $12.21 billion estimate, but its disappointing fiscal Q2 guidance sent shares down more than 9% pre-market. Management blamed persistent DRAM and NAND memory shortages likely to last through at least the first half of 2026, projecting Q2 revenue about 5–7% below analyst expectations.
Key Points
- 1Reports $12.25B revenue for Q1, 5% y/y growth, narrowly beating $12.21B consensus
- 2Cites persistent memory shortages causing Q2 revenue guidance 5–7% below analyst expectations
- 3Pressures could constrain Snapdragon supply, slow mid-tier device AI feature rollout, and affect margins
Scoring Rationale
Official earnings and sector-wide supply-chain impact increase relevance; limited novelty as a routine quarterly update reduces breakthrough potential.
Sources
Public references used for this report.
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