What Qualcomm's latest 10-Q says: 5 signals
Qualcomm filed its latest 10-Q with the SEC on Jul 29, 2026. It discusses compliance burden, market expansion and software implementation.
Public (QCOM)Telecommunications10,000+ employeesqualcomm.comLinkedIn
- Filed
- Jul 29, 2026
- Filings
- 3
- Signals
- 29
10-Q · latest 10
What Qualcomm's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 5 signals
Qualcomm flags extreme risk from China/Taiwan tensions impacting its critical semiconductor supply.
The company explicitly states its dependence on Taiwanese foundries and warns that a geopolitical conflict could 'severely limit or prevent' its chipset supply.
Qualcomm flags severe supply chain risk from heavy reliance on Taiwan and Korea
The company explicitly states its key manufacturing foundries and suppliers are concentrated in Taiwan and Korea, warning a geopolitical conflict could severely limit chipset supply.
Qualcomm faces growing compliance burden from AI regulations and open source software
The company highlights risks from complex and evolving regulations for AI and burdensome licensing obligations from open source software.
open sourceAI
- SEC EDGAR
10-Q
Filed · 12 signals
Announced a new $20 billion stock repurchase program on March 17, 2026
The company authorized a new $20B stock buyback, in addition to the remaining authority under a previous $15B program.
$20B
New stock repurchase authorization
Acknowledges critical dependency on manufacturing suppliers in Taiwan and Korea
Qualcomm explicitly states its key suppliers, manufacturing foundries, and assembly facilities are primarily in Taiwan and Korea.
Qualcomm flags heavy reliance on Taiwanese foundries as a material risk amid geopolitical tensions.
Qualcomm explicitly identifies its dependence on manufacturing foundries in Taiwan as a major vulnerability that could halt its chipset supply.
Acquired Alphawave IP Group for over $1.2B, signaling post-merger integration activity.
Qualcomm spent $1.238 billion on acquisitions, including Alphawave IP Group.
$1.2B
Acquisitions and other investments, net of cash acquired, for the six months ended March 29, 2026
Alphawave IP Group plc
Qualcomm expands into data center market with new acquisitions
In the first half of fiscal 2026, Qualcomm spent $1.24 billion on acquisitions to establish a new Data Center Operating Segment.
$1.2B
Acquisitions and other investments, net of cash acquired, for the six months ended March 29, 2026
Qualcomm finalizes key step in Alphawave IP Group acquisition
During the quarter, Qualcomm issued shares to settle convertible notes from its acquisition of Alphawave IP Group, advancing the integration process.
Facing IP risks and operational burdens from increasing use of open source software
The company notes that customer demand for open source software creates challenges in protecting its intellectual property and managing complex licensing obligations, which can be 'burdensome and time-consuming.' This indicates a clear pain point and need for software composition analysis, security, and license compliance management tools.
open source
Earlier 10-Q filings
- 10-QFiled · 12 signalsSEC EDGAR
Showing 10 of 29 filing signals. The Signal API returns all of them.
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Qualcomm earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Targets $15B in data center revenue by FY29, a major new growth pillar.The company has set a massive $15 billion revenue target for its new data center business by fiscal 2029, signaling a huge, multi-year strategic investment in custom silicon, AI accelerators, and CPUs. This creates significant opportunities for partners and vendors in the data center ecosystem. | |
| Raised automotive revenue outlook to $7B annualized run-rate exiting FY26.Citing strong customer momentum and major design wins with OEMs like BMW, the company has increased its automotive revenue forecast. This acceleration indicates significant resource allocation and spending within its automotive division to support rapid growth. | |
| Forecasts non-handset revenue growth to accelerate to over 60% in FY27.The company projects a significant inflection in its diversification strategy, with non-handset revenues (Automotive, IoT, Data Center) expected to grow more than 60% in fiscal 2027. This rapid expansion will require substantial investment in supply chain, R&D, and GTM resources. | |
| Acquired Modular Inc. to build an end-to-end AI software stack.The acquisition of Modular Inc. is a key strategic move to strengthen its software capabilities for data center and edge AI. This signals a deep investment in creating an open, heterogeneous AI ecosystem, creating needs for integration partners and development tools. | |
| Increasing OpEx to fund data center roadmap and new acquisitions.Operating expenses are rising to nearly $2.7 billion for the quarter, explicitly to fund the data center product roadmap and integrate the Modular acquisition. This demonstrates a clear budget commitment to these high-growth initiatives. | |
| Secured over $3.5B in industrial design wins this fiscal year.The industrial IoT business is showing strong momentum, with a design-win pipeline now exceeding $7 billion and $3.5 billion secured this year alone. This reflects strong customer demand and expansion into industrial networking and robotics. |
Signal API · MCP
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One POST /v1/companies/enrich call with qualcomm.com returns Qualcomm 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .