QCOM Guides Q4 Rev $9.7B-$10.5B

QCOM Qualcomm Outlook RESULTS: Q4, Q4 REV $9.7B - $10.5B vs EST $10.02B, Q4 ADJ EPS $2.05 - $2.25 vs EST $2.36, Qualcomm Outlook Earnings Notes:, Qualcomm Q3 REV $9.95B vs EST $9.67B, Qualcomm Q3 ADJ EPS $2.21 vs EST $2.23, In near term, sees growth in non-handset rev, including data center, to accelerate from 24% in FY2026 to greater than 60% in FY2027, EST qct handset REV from China oems reached bottom in Q3, to return to double-digit sequential growth in Q4 - presentation, Expect qct android handset REV to decline by about 20% in FY26, driving reduction in annual EPS by greater than $1.50 - presentation, YoY growth in non-handset REV in FY27 to replace total Apple product REVs in FY26 - presentation, Expect acceleration in step down of Apple product REVs, starting in Q4 - presentation, Unprecedented increases in memory pricing, supply constraints made cyclical headwinds for global smartphone industry in FY26 - presentation