Qualcomm publishes Q4 FY2026 earnings call transcript
QCOM•Qualcomm's first-quarter fiscal 2027 guidance calls for revenue of $10.4 billion–$11.2 billion and adjusted earnings of $2.15–$2.35 per share. Data center revenue is expected to exceed $650 million in the quarter and reach $5 billion for the year.
1. Fiscal 2027 outlook
Qualcomm's Nov. 4 earnings call featured CEO Cristiano Renno Amon and CFO/COO Akash Palkhiwala. The company projected non-handset businesses would generate more than 50% of QCT revenue, offsetting declining Apple product revenue; its QCT pretax margin forecast of 20%–22% includes a 3-percentage-point impact from adding data center operations to the segment.
