NASDAQ$QCOM

Qualcomm Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Qualcomm reported strong quarterly results, with EPS exceeding the high end of its guidance. The company saw continued growth and diversification, including record QCT Automotive revenues for the third consecutive quarter.

Qualcomm announced its Q2 Fiscal Year 2024 results, with revenues of $9.4 billion. GAAP EPS was reported at $2.06, and Non-GAAP EPS at $2.44. QCT Automotive design win pipeline is now approximately $45 billion. The company increased its quarterly cash dividend to $3.40 annualized payout per share.

  • Revenues reached $9.4 billion.
  • GAAP EPS was $2.06, while Non-GAAP EPS was $2.44.
  • QCT Automotive design win pipeline is approximately $45 billion.
  • Increased quarterly cash dividend to $3.40 annualized payout per share.

Headline financials

Total Revenue

$9.39B

Previous: $9.28B+1.2%
EPS (adj)

$2.44

Previous: $2.15+13.5%
Capital Expenditures

-$184M

No prior period
Free Cash Flow

$2.33B

Previous: $1.7B+36.5%
Net Income

$2.33B

Previous: $1.7B+36.5%
Operating Income

$2.34B

Previous: $2.09B+12.0%
Gross Profit

$5.28B

Previous: $5.12B+3.1%
Cash & Equivalents

$9.22B

Previous: $3.49B+164.3%
Total Assets

$53.2B

Previous: $48.4B+9.9%
R&D Expense

$2.24B

No prior period
Stock-Based Comp

$705M

Previous: $628M+12.3%

Revenue & EPS history

Qualcomm · Revenue · Quarterly

$9.39B

Q2 2024+1.2%vs Q2 2023
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

Qualcomm provided guidance for Q3 FY24, with revenue estimated between $8.8B and $9.6B and Non-GAAP diluted EPS between $2.15 and $2.35.

Tailwinds

  • Revenue is expected to be between $8.8B and $9.6B.
  • QCT revenues are projected to be between $7.5B and $8.1B.
  • QTL revenues are forecasted to be between $1.2B and $1.4B.
  • GAAP diluted EPS is estimated to be between $1.74 and $1.94.
  • Non-GAAP diluted EPS is expected to be between $2.15 and $2.35.

Headwinds

  • Outlook does not include provisions for proposed tax law changes.
  • Outlook does not include provisions for future asset impairments.
  • Outlook does not include provisions for pending legal matters.
  • Certain income and expense items cannot be accurately forecast.
  • Actual results may differ materially from the outlook.

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 2024

Historical avgQ2 2024

-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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