NASDAQ$QCOM

Qualcomm Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Qualcomm's third quarter results reflect strong execution of its growth and diversification strategy, with QCT quarterly revenues and EBT margins at the high end of guidance.

Qualcomm announced its Q3 Fiscal Year 2024 results, with revenues of $9.4 billion. GAAP EPS was $1.88, and Non-GAAP EPS was $2.33. QCT Automotive revenues grew by 87% year-over-year.

  • QCT quarterly revenues and EBT margins were at the high end of guidance.
  • Snapdragon X Series solutions for PCs were launched, delivering leading performance and personalized AI experiences.
  • Returned $2.3 billion to stockholders through dividends and share repurchases.
  • QCT Automotive revenues increased 87% year-over-year.

Headline financials

Total Revenue

$9.39B

Previous: $8.45B+11.1%
EPS

$1.88

Previous: $1.87+0.5%
Capital Expenditures

-$387M

No prior period
Free Cash Flow

$2.13B

Previous: $1.8B+18.1%
Net Income

$2.13B

Previous: $1.8B+18.1%
Operating Income

$2.22B

Previous: $1.82B+21.8%
Gross Profit

$5.22B

Previous: $4.66B+12.0%
Cash & Equivalents

$7.77B

Previous: $6.09B+27.6%
Total Assets

$52.7B

Previous: $49B+7.6%
R&D Expense

$2.26B

No prior period
Stock-Based Comp

$644M

Previous: $614M+4.9%

Revenue & EPS history

Qualcomm · Revenue · Quarterly

$9.39B

Q3 2024+11.1%vs Q3 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 revenue guidance for Q4 FY24, with revenues expected to be between $9.5B and $10.3B.

Tailwinds

  • Revenues: $9.5B - $10.3B
  • QCT revenues: $8.1B - $8.7B
  • QTL revenues: $1.35B - $1.55B
  • GAAP diluted EPS: $2.38 - $2.58
  • Non-GAAP diluted EPS: $2.45 - $2.65

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, other than future legal amounts that are probable and estimable.
  • Certain income and expense items, such as certain investments, derivative and foreign currency transaction gains or losses, 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 Q3 2024

Historical avgQ3 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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