NASDAQ$QCOM

Qualcomm Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Qualcomm reported strong Q4 2024 results with significant EPS growth and advancements in key technology areas.

Qualcomm's Q4 2024 revenues reached $10.244 billion, a 19% increase year-over-year. GAAP EPS grew by 96% to $2.59, while non-GAAP EPS increased by 33% to $2.69. The company is focusing on growth and diversification initiatives, with strong performance in automotive and IoT sectors.

  • Qualcomm's Q4 revenues increased by 19% year-over-year, reaching $10.244 billion.
  • GAAP EPS grew by 96% to $2.59, and Non-GAAP EPS increased by 33% to $2.69.
  • QCT revenues increased by 18% year-over-year to $8.678 billion, driven by growth in handsets, automotive, and IoT.
  • The company returned $2.249 billion to stockholders through stock repurchases and dividends.

Headline financials

Total Revenue

$10.2B

Previous: $8.67B+18.2%
EPS (adj)

$2.69

Previous: $2.02+33.2%
Capital Expenditures

-$256M

No prior period
Free Cash Flow

$2.39B

No prior period
Net Income

$2.92B

Previous: $1.49B+96.1%
Operating Income

$2.58B

Previous: $1.41B+82.9%
Gross Profit

$5.78B

Previous: $4.75B+21.6%
R&D Expense

$2.3B

No prior period
Stock-Based Comp

$697M

Previous: $608M+14.6%

Revenue & EPS history

Qualcomm · Revenue · Quarterly

$10.2B

Q4 2024+18.2%vs Q4 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 anticipates revenues between $10.5 billion and $11.3 billion for Q1 FY25, with QCT revenues expected to be between $9.0 billion and $9.6 billion, and QTL revenues between $1.45 billion and $1.65 billion. Non-GAAP diluted EPS is projected to be $2.85 - $3.05.

Tailwinds

  • Revenue expected to be $10.5B - $11.3B
  • QCT revenues expected to be $9.0B - $9.6B
  • QTL revenues expected to be $1.45B - $1.65B
  • GAAP diluted EPS expected to be $2.39 - $2.59
  • Non-GAAP diluted EPS expected to be $2.85 - $3.05

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 Q4 2024

Historical avgQ4 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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