Company Dossier · Information Technology
Qualcomm Inc.
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Qualcomm Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 28, 2026: $44.1 billion, up 1.9% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 28, 2026: $10.4 billion, down 10% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 28, 2026: $1.99 billion, up 91% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 28, 2025: $8.79 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to September 28, 2025: $1.49 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed November 5, 2025): 0 risk factors added, 7 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $5.9 million on the open market.SEC Form 4
- 3,041 institutional managers reported a position at June 30, 2026 (+303 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 168 (281 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 19, of which 1 read positive and 2 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Qualcomm Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Hedging
Expanding ↔ Retrenching
Steady
- Capital spending90th pct
- Debt raised—
- Buybacks vs capex47th pct
- Hiring filings18th pct
- Deals and private raises48th pct
- Patent publications48th pct
Confident ↔ Hedging
Hedging
- Call sentiment16th pct
- Call confidence42nd pct
- Guidance changes37th pct
- Risk factors added72nd pct
- Insider open-market trades45th pct
- − Call sentiment
- + Risk factors added
- − Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver33rd pct
- Stress filings49th pct
Credit
How these are built →Qualcomm Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$13.3B
- Due within a year $2.5B
- Longer term $10.8B
- Default point $7.9B (short + ½ long)
Finance leases included · Jun 28, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 19, 2025 | $500M | 4.500% | 2030 (5y) | +45bp | 4.509% |
| May 19, 2025 | $400M | 4.750% | 2032 (7y) | +60bp | 4.851% |
| May 19, 2025 | $600M | 5.000% | 2035 (10y) | +67bp | 5.123% |
From the pricing term sheets Qualcomm Inc. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
Qualcomm Inc.: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name Qualcomm Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralAmbarella gains on report Qualcomm may be interested in takeover
seekingalpha.com · via Marketaux · Oct 9, 2026
- NeutralQualcomm bets on smaller AI models as memory costs push up phone prices
business-standard.com · via Marketaux · Oct 9, 2026
- NeutralQualcomm (QCOM) Sees Positive Trading Sentiment Amid Modest Options Activity
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralQualcomm and Huawei Patent Agreement: Key Insights
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralQualcomm Stocks Fall 1.34% although Huawei Broadens AI Patent Deal
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralHuawei and Qualcomm sign multi-year patent licensing deal
Palanor Wire · Oct 5, 2026
- NeutralQualcomm's New Huawei Deal Has Bigger Stakes
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralHuawei, Qualcomm sign multi-year patent deal covering 5G, AI and computing
livemint.com · via Marketaux · Oct 5, 2026
- NegativeQualcomm sues Arm over chip tools, royalties
Palanor Wire · Oct 5, 2026
- NegativeQualcomm (QCOM) Files Suit Against Arm Holdings Over Chip-Testing Tools Dispute
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralQualcomm, Arm return to court over contract dispute (QCOM:NASDAQ)
seekingalpha.com · via Marketaux · Oct 5, 2026
- NeutralQualcomm, Huawei reach multi-year patent licensing agreement (QCOM:NASDAQ)
seekingalpha.com · via Marketaux · Oct 5, 2026
- NeutralCan Agentic AI Power Qualcomm’s (QCOM) Next Growth Cycle?
insidermonkey.com · via Marketaux · Oct 4, 2026
- NeutralQualcomm Inc (QCOM) Stockholders Plan to Sell Up to 25 Million Shares
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralQualcomm’s new ‘Elite’ sound chip might finally deliver the Wi-Fi earbud dream
The Verge · Sep 24, 2026
- NeutralMicrosoft refreshes its smaller Surface Pro and Laptop with Qualcomm’s X2 Plus
The Verge · Sep 23, 2026
- NeutralQualcomm’s Snapdragon 8 Elite Gen 6 comes in an Extreme version too
The Verge · Sep 22, 2026
- PositiveQualcomm launches two new smartphone chips with emphasis on AI
Qualcomm said that its new top chip can run 30B mixture-of-expert model locally
TechCrunch · Sep 22, 2026
- NeutralMotorola’s wild-looking Signature 27 runs Qualcomm’s new Extreme chipset
The Verge · Sep 22, 2026
- NeutralQualcomm backs Ultrahuman in $70M round on bet to turn smart rings into computers
Ultrahuman is targeting a $200 million annual revenue run rate by January 2027 as it builds a new Qualcomm-powered smart ring.
TechCrunch · Sep 3, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (CAPITOL TAX PARTNERS, LLP)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (QUALCOMM, INCORPORATED)third_quarter 2026 · $1.3 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.2 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: AUDIO PROCESSINGUS 12772018
- Oct 20, 2026PatentPatent granted: AUDIO PROCESSINGUS 12772017
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (COVINGTON & BURLING LLP)third_quarter 2026 · $0.6 million
- Oct 19, 2026LobbyingLobbying report (TIBER CREEK GROUP)third_quarter 2026 · $0.1 million
- Oct 18, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)third_quarter 2026 · $0.1 million
- Oct 12, 2026LobbyingLobbying report (MERCURY PUBLIC AFFAIRS, LLC)third_quarter 2026 · $0.1 million
- Sep 11, 2026Trademark
- Sep 4, 2026Trademark
- Jul 27, 2026Trademark
- Jun 15, 2026Trademark
- Jun 15, 2026Trademark
- Mar 19, 20268-KShareholder vote resultsItem 5.07
- Jan 16, 20268-KDirector or officer changeItem 5.02
- Dec 16, 20258-KDirector or officer changeItem 5.02
- Nov 5, 202510-KAnnual report (10-K)0 risk factors added, 7 removed
- Sep 2, 20258-KDirector or officer changeItem 5.02
- Aug 25, 20258-KDirector or officer changeItem 5.02
- May 22, 20258-KMaterial agreement signedItem 1.01
- May 13, 20258-KDirector or officer changeItem 5.02
- Mar 20, 20258-KShareholder vote resultsItem 5.07
- Dec 12, 20248-KDirector or officer changeItem 5.02
- Nov 6, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 1, 202310-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Advanced Micro Devices AMD | $41.3B | $8.4B | Jun 27, 2026 |
| Intel Corporation INTC | $57.0B | $2.8B | Jun 27, 2026 |
| Broadcom Inc. AVGO | $89.1B | $39.4B | Aug 2, 2026 |
| Texas Instruments TXN | $19.4B | $5.4B | Jun 30, 2026 |
| Micron Technology MU | $133B | $59.0B | Sep 3, 2026 |
| Analog Devices ADI | $13.9B | $4.9B | Aug 1, 2026 |
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |
| Marvell Technology MRVL | $9.4B | $1.7B | Aug 1, 2026 |