NASDAQ$QCOM

Qualcomm Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Qualcomm reported strong quarterly results driven by record QCT Automotive and IoT revenues, and executed broad strategic agreements with Samsung.

Qualcomm's Q3 2022 earnings showcased strong performance with revenues of $10.9 billion and GAAP EPS of $3.29. The company also extended its patent license agreement and expanded its strategic partnership with Samsung.

  • Revenues reached $10.9 billion.
  • GAAP EPS was $3.29, and Non-GAAP EPS was $2.96.
  • QCT revenues increased by 45% year-over-year.
  • Returned $1.3 billion to stockholders through dividends and share repurchases.

Headline financials

Total Revenue

$10.9B

Previous: $8.06B+35.7%
EPS (adj)

$2.96

Previous: $1.92+54.2%
Free Cash Flow

$3.73B

Previous: $2.03B+84.0%
Net Income

$3.73B

Previous: $2.03B+84.0%
Operating Income

$4.47B

Previous: $2.2B+103.7%
Gross Profit

$6.12B

Previous: $4.66B+31.4%
Cash & Equivalents

$2.68B

Previous: $7.4B-63.8%
Total Assets

$47B

Previous: $38.8B+21.3%
Stock-Based Comp

$516M

Previous: $424M+21.7%

Revenue & EPS history

Qualcomm · Revenue · Quarterly

$10.9B

Q3 2022+35.7%vs Q3 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

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

  • QCT
    $9.9B
  • QTL
    $1.44B

Forward guidance

Qualcomm provided revenue guidance for Q4 FY22 of $11.0B - $11.8B and non-GAAP diluted EPS of $3.00 - $3.30.

Tailwinds

  • QCT revenues are expected to be $9.5B - $10.1B.
  • QTL revenues are expected to be $1.45B - $1.65B.
  • Eliminating the one-quarter reporting lag in Q4 for Arriver.
  • Veoneer acquisition closed in Q3 FY22.
  • Non-GAAP diluted EPS is projected to be $3.00 - $3.30.

Headwinds

  • Estimated impact of an approximate $0.20 reduction to EPS due to macroeconomic headwinds.
  • A reduction in the global handset forecast.
  • 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, other than future legal amounts that are probable and estimable.

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 Q3 2022

Historical avgQ3 2022

-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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