Qualcomm

To you, agentic AI is a single action. Underneath, agents interpret context, reason, plan, and act. Qualcomm helps AI workloads run across the compute continuum based on the needs of the experience.

This Week in AI: 🔵 Qualcomm High Bandwidth Compute (HBC) silicon, the foundation for Qualcomm Dragonfly AI250 and next-generation data center AI inference, is now validated on real hardware: bit.ly/47ZgOQj 🔵 Vinesh Sukumar, VP, AI/ML Product Management at Qualcomm, joined @worthmag's Techonomy 26: Intelligence at Scale to discuss how AI is evolving across wearables and edge devices while balancing performance, power, and form factor: bit.ly/3UnuiCe 🔵 Qualcomm EVP & CMO @donnymac joined the @voguemagazine Business Global Summit to share his perspective on the evolving relationship between Personal AI, technology, and fashion: bit.ly/4iC382n

Our fourth quarter delivered non-GAAP revenues of $10.4 billion, with QCT revenues of $9.0 billion at the high end of guidance. We exited fiscal 2026 with QCT Automotive revenues at an annualized run rate of approximately $8 billion and continued momentum across our diversification strategy. Our Data Center business is beginning its ramp, and we reached a landmark agreement with SpaceX to accelerate Starlink Mobile’s nationwide terrestrial 5G network in the U.S. Key highlights: 🔵Licensing: Apple, Huawei and Transsion renewals provide stability for QTL stability as we move to the 6G era; QTL revenue run rate is unchanged. 🔵Data Center: December-quarter revenues expected to exceed $650 million; Reiterating $5 billion fiscal 2027 target. Multigeneration AWS agreement covers custom AI inference silicon and optical connectivity. AI250 with Qualcomm High Bandwidth Compute exceeding our expectations for power-efficiency and bandwidth. 🔵Automotive and Robotics: Q4 Automotive revenue grew 89% year-over-year; annualized revenue run rate reached approximately $8 billion exiting fiscal 2026. Fifth-generation @Snapdragon Digital Chassis commercial shipments began in the September quarter, ramping through fiscal 2027. Qualcomm Dragonwing IQ10’s commercial ramp is set to begin. 🔵Agentic AI: World’s first agentic smartphones launched on Snapdragon; customers are building agentic experiences for smartphones, smart glasses and new personal AI devices. 🔵SpaceX selected Qualcomm for its @Starlink Mobile’s nationwide U.S. terrestrial 5G network. Deployment with Qualcomm Dragonwing infrastructure platforms begins in 2027 under a multiyear agreement. Looking ahead, we expect QCT non-handset revenues to grow more than 60% year-over-year and account for more than 50% of QCT revenues in fiscal 2027. $QCOM For a cautionary note regarding forward-looking statements, information regarding our use of non-GAAP financial measures and a reconciliation to the most directly comparable GAAP measures, please see our earnings presentation available on our Investor Relations website: bit.ly/3V94Mki

Qualcomm's Q4 FY26 earnings call starts now. Join: investor.qualcomm.com/overvi… $QCOM

Reminder: Our Q4 FY26 earnings call is today at 1:45 PM PT. $QCOM

The first Qualcomm High Bandwidth Compute silicon is here, and it’s validated on real hardware. We’re bringing compute closer to memory to take on the memory wall and lay the foundation for Qualcomm Dragonfly AI250. Learn more: bit.ly/3Uv8Rin

We will host our Q4 FY26 earnings call on Wednesday, November 4 at 1:45 PM PT. Details here: bit.ly/4hiIUsL

This Week in AI: 🔵 We’re powering a new system-on-module from IMD Technologies with Qualcomm #Dragonwing Q-7790, bringing 24 TOPS of AI performance to robotics, industrial automation and intelligent vision: bit.ly/4kbGsZd 🔵 Our latest Consumer Insight Report finds growing demand for Personal AI in wearables, with around 70% of consumers interested in AI assistants that can interact naturally through voice and manage devices, apps and everyday tasks: bit.ly/4zB1R37 🔵 Join us November 19 in Santa Clara for Qualcomm Hexagon Day 2.0, with live demos and technical deep dives focused on performance, faster deployment and simpler developer experiences: bit.ly/4iOgdH7

Agentic AI is moving computing beyond isolated applications.​ Across the personal AI ecosystem, Qualcomm provides the compute needed for agents to anticipate intent and act in real time.