NASDAQ$QCOM

Qualcomm Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Qualcomm reported a decrease in revenue and earnings per share compared to the same quarter last year, but QCT Automotive revenues saw year-over-year growth.

Qualcomm's Q2 fiscal 2023 results showed a decline in revenue and earnings compared to the previous year. While navigating a challenging environment, the company remains focused on its technology roadmap, product portfolio, customer relationships, and operational efficiencies. The company returned $1.7 billion to stockholders through dividends and share repurchases.

  • Revenues were $9.3 billion.
  • GAAP EPS was $1.52, and Non-GAAP EPS was $2.15.
  • QCT Automotive revenues increased by 20% year-over-year.
  • The quarterly cash dividend increased by 7% to $3.20 annualized payout.

Headline financials

Total Revenue

$9.28B

Previous: $11.2B-16.9%
EPS (adj)

$2.15

Previous: $3.21-33.0%
Free Cash Flow

$1.7B

Previous: $2.93B-41.9%
Net Income

$1.7B

Previous: $2.93B-41.9%
Operating Income

$2.09B

Previous: $3.86B-45.8%
Gross Profit

$5.12B

Previous: $6.52B-21.4%
Cash & Equivalents

$3.49B

Previous: $7.17B-51.4%
Total Assets

$48.4B

Previous: $44.3B+9.2%
Stock-Based Comp

$628M

Previous: $498M+26.1%

Revenue & EPS history

Qualcomm · Revenue · Quarterly

$9.28B

Q2 2023-16.9%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Qualcomm · $11.3B total across 2 segments · Q4 2022

  • QCT
    $9.9B
  • QTL
    $1.44B

Forward guidance

The midpoint of our third quarter fiscal 2023 guidance includes the continued impact of the macroeconomic headwinds, weaker global handset units, and channel inventory drawdown. In addition, we estimate a larger-than-normal sequential decline in QCT revenues, primarily due to the timing of purchases by a modem-only handset customer.

Headwinds

  • Continued impact of macroeconomic headwinds
  • Weaker global handset units
  • Channel inventory drawdown
  • Larger-than-normal sequential decline in QCT revenues
  • Timing of purchases by a modem-only handset customer

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.5%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+4.4%

Avg return

30 days after

47%

34 / 73 earnings

Positive

+17.2%

Q3 2020

Best reaction

-16.1%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-1.9%+19.6%+60.9%
Q1 2026-8.5%-5.9%-8.9%
Q4 2025+0.7%-3.2%-2.7%
Q3 2025-7.7%-7.8%+1.0%
Q2 2025-8.9%-5.8%-2.2%
Q1 2025-3.7%-2.2%-8.3%
Q4 2024+4.2%+1.4%-3.9%
Q3 2024-1.8%-5.4%+5.0%
Q2 2024+8.6%+9.6%+23.0%
Q1 2024-3.3%-1.3%+11.7%
Q4 2023+7.7%+10.0%+19.0%
Q3 2023-10.1%-9.6%-12.6%
Q2 2023-8.2%-6.7%-0.4%
Q1 2023-2.5%-1.3%-10.7%
Q4 2022-11.5%-6.2%+7.1%
Q3 2022-2.3%-1.7%-7.7%
Q2 2022+11.0%+8.8%+4.7%
Q1 2022+1.1%-1.2%-8.4%
Q4 2021+15.4%+22.6%+30.5%
Q3 2021+7.1%+5.6%+2.8%
Q2 2021+3.4%-0.4%-2.5%
Q1 2021-10.2%-10.6%-21.3%
Q4 2020+15.9%+13.7%+25.6%
Q3 2020+17.2%+19.8%+29.3%
Q2 2020+4.5%+0.5%+7.4%
Q1 2020+1.9%-0.4%-12.9%
Q4 2019+5.3%+7.5%-1.9%
Q3 2019-4.8%-8.0%+4.0%
Q2 2019+1.2%+2.5%-22.4%
Q1 2019+0.2%+0.6%+9.7%
Q4 2018-8.8%-14.4%-12.0%
Q3 2018+8.0%+5.4%+14.1%
Q2 2018+1.1%+2.1%+20.1%
Q1 2018-0.3%-7.9%-3.4%
Q4 2017+7.5%+22.6%+28.4%
Q3 2017-4.1%-5.5%-7.8%
Q2 2017-0.0%+0.3%+9.5%
Q1 2017-1.7%-2.5%+4.0%
Q4 2016-2.0%+0.2%-3.7%
Q3 2016+8.7%+10.1%+13.8%
Q2 2016-0.3%
Q1 2016-10.2%
Q4 2015-16.1%
Q3 2015-5.2%
Q2 2015-0.3%
Q1 2015-11.3%
Q4 2014-8.5%
Q3 2014-6.6%
Q2 2014-3.4%
Q1 2014+1.8%
Q4 2013-2.8%
Q3 2013+1.8%
Q2 2013-4.5%
Q1 2013+4.1%
Q4 2012+0.5%
Q4 2011+0.5%
Q3 2012+7.3%
Q2 2012-6.9%
Q1 2012+3.2%
Q3 2011-0.1%
Q2 2011+6.6%
Q1 2011+0.3%
Q4 2010+6.5%
Q3 2010+6.4%
Q2 2010-9.1%
Q2 2009-13.7%
Q1 2009-13.7%
Q1 2010+0.3%
Q4 2007+5.5%
Q4 2009+5.5%
Q3 2008-1.2%
Q4 2008-1.2%
Q3 2009-1.2%

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