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Debt offeringSEC filingSep 8, 2026

QUALCOMM Issues Warrant to Amazon Affiliate for Up to 25M Shares Tied to $60B QTI Server-Chip Collaboration

QUALCOMM Incorporated reported that on September 3, 2026 it issued a warrant to Amazon.com NV Investment Holdings LLC, an affiliate of Amazon Data Services, Inc., to purchase up to 25,000,000 shares of QCOM common stock at an exercise price of $161.26 per share in connection with a strategic collaboration covering QTI server chip products, technology, systems and manufacturing services. The warrant allows cashless exercise, expires September 3, 2036, and vests in tranches based on Amazon's binding purchase order...

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Debt offeringSEC filingJul 31, 2026

QCOM files resale registration for 17,826,566 shares issued as Modular Inc acquisition consideration

QUALCOMM filed a prospectus supplement on July 31, 2026, covering the resale by selling stockholders of 17,826,566 shares of common stock issued as consideration in connection with the previously announced acquisition of Modular Inc. The shares were issued in a private placement under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D, with a Registration Rights Agreement dated July 28, 2026. The original merger agreement with Modular Inc was signed on June 21, 2026.

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EarningsOfficial company sourceJul 29, 2026

QCOM Q3 FY2026 Total revenues $9,947 million, Beat Guidance by +$347.0M

QCOM beat prior Q3 FY2026 Total revenues guidance by +$347.0M. GAAP diluted EPS of $1.87 beat the prior midpoint of $1.36 by $0.51 (37.5%), while Non-GAAP diluted EPS of $2.21 was roughly in line with the prior midpoint of $2.20 ($0.01 beat). Forward Q4 FY2026 guidance was issued for revenue of $9.7-$10.5 billion and Non-GAAP EPS of $2.05-$2.25.

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SEC filingSEC filingJul 29, 2026

QCOM 10-Q filed 2026-07-29 | Key takeaways

QCOM filed its 10-Q; the most relevant disclosure change is added Acquisitions: New subsequent event disclosure of Modular Inc acquisition completed July 28, 2026 valued at approximately $3.1 billion, with consideration consisting primarily of 18 million QCOM shares; Alphawave preliminary purchase price allocation revised (goodwill reduce. Customer concentration: Customer/licensee (x) represented 23% of revenue; Customer/licensee (y) represented 20% of revenue.

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Company updateOfficial company sourceJun 24, 2026

Qualcomm Raises FY2029 Non-Handset Revenue Target to $40B, Targets >$15B Data Center Revenue and >$18 Non-GAAP EPS at 2026 Investor Day

At its 2026 Investor Day on June 24, 2026, Qualcomm raised its fiscal 2029 non-handset revenue target to $40 billion, approximately 2x the prior fiscal 2029 target, unveiled a comprehensive data center AI infrastructure strategy with a fiscal 2029 revenue target of more than $15 billion, and raised its fiscal 2029 non-GAAP EPS target to more than $18 (GAAP diluted EPS >$14.50). The company also expanded its automotive design-win pipeline to $65 billion with a fiscal 2029 automotive revenue target of $10 billion,...

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Debt offeringSEC filingJun 24, 2026

QUALCOMM to Acquire Modular Inc. in All-Stock Deal Worth Up to 19.2 Million Shares

On June 21, 2026, QUALCOMM Incorporated entered into a definitive agreement to acquire Modular Inc., with consideration payable in up to 19.2 million shares of QUALCOMM common stock issued to Modular's equity owners. The share issuance will be made in a private placement under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D, and the closing is subject to customary closing conditions. No cash purchase price, enterprise value, or Modular revenue/financials are disclosed in the 8-K.

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Investor eventInvestor relationsMay 28, 2026

Qualcomm Investor Day 2026

Qualcomm will hold an Investor Day event on June 24, 2026. The event page does not disclose specific agenda details, financial metrics, or updated guidance.

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WebcastEarnings call webcastMay 28, 2026

QCOM Q2 2026 Follow-Up: Hyperscaler Custom Silicon Win & Handset Bottoming Timeline

Qualcomm's Q2 2026 earnings call centered on a significant strategic pivot toward 'Agentic AI' and a major new entry into the data center market. While near-term handset results are being dampened by memory industry supply dynamics and OEM inventory drawdowns, management provided a clear timeline for a China Android bottom in the June quarter. The most significant incremental news was the confirmation of a custom silicon engagement with a leading hyperscaler, with shipments slated for the December quarter, marki...

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Investor eventInvestor relationsMay 21, 2026

Qualcomm to Present at Bernstein 42nd Annual Strategic Decisions Conference

Qualcomm announced its participation in the Bernstein 42nd Annual Strategic Decisions Conference. The event is scheduled for May 27, 2026 at 10:30 AM PT. A webcast will be available for the presentation.

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