- Start
- Nov 5, 202590% CONFIDENCEfrom the source
Qualcomm Q4 FY2025 Results: $44.3B Year, Record Chip Sales, $5.7B Tax Charge
- Fourth-quarter revenue rose 10% to $11.27 billion and non-GAAP EPS to $3.00, but a GAAP net loss of $3.12 billion ($2.89 a share) followed a $5.7 billion non-cash charge ($5.29 a share)[1]
- The charge set up a valuation allowance on US federal deferred tax assets because the One Big Beautiful Bill Act leaves Qualcomm paying the corporate alternative minimum tax from fiscal 2026[1]
- Fiscal 2025 revenue rose 14% to $44.3 billion with record QCT revenue of $38.4 billion; non-GAAP EPS was $12.03; QCT non-Apple revenue grew 18% and automotive plus IoT 27%[1]
- Q4 QCT revenue rose 13% to $9.82 billion (handsets $6.96 billion, automotive $1.05 billion, IoT $1.81 billion); QTL fell 7% to $1.41 billion[1]
- Qualcomm returned $12.6 billion in fiscal 2025: $8.8 billion of buybacks and $3.8 billion of dividends[1]
- First-quarter guidance of $11.8-12.6 billion revenue and $3.30-3.50 non-GAAP EPS topped the $11.62 billion analysts expected[5]
- The shares fell the next day as analysts weighed the coming loss of Apple's modem business[2]
References 588% CONFIDENCE
The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.
- [1]90%qualcomm.com/news/releases/2025/11/qualcomm-announces-fourth-quarter-and-fiscal-2025-resultsqualcomm.com· Posted Sep 25, 2026· Starts Nov 5, 2025 ✓· 47% of score
The release is datelined "SAN DIEGO - November 5, 2025" and Qualcomm's IR site posted it at 4:00 pm ET; the 8-K was accepted at 21:01 UTC.
- [2]80%Qualcomm delivered strong earnings and guidance. Here's why the stock is falling (CNBC)cnbc.com· Published Nov 6, 2025· 13% of score
The shares fell the next morning as analysts weighed Apple's move to its own modem.[1]
- [3]85%Qualcomm Q4 FY25 earnings call transcripts204.q4cdn.com· Published Nov 6, 2025· 13% of score
The call: non-Apple QCT growth and the fiscal 2029 targets.[1]
- [4]95%Qualcomm Announces Fourth Quarter and Fiscal 2025 Results (Form 8-K, Exhibit 99.1)sec.gov· Published Nov 5, 2025· 13% of score
The filed release: Q4 revenue $11,270M, GAAP loss of $2.89 a share, non-GAAP EPS $3.00, the $5.7B valuation-allowance charge, FY25 totals and Q1 FY26 guidance.[1]
- [5]85%Qualcomm reports earnings, revenue beat and issues strong forecast (CNBC)cnbc.com· Published Nov 5, 2025· 13% of score
Beat LSEG estimates of $2.88 and $10.79B; guidance above the $11.62B consensus; net loss of $3.12B from the tax expense.[1]
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