The actions of Qualcomm They fall up to 5% in the premarket of Wall Street, despite having reported a solid Net profit of US $ 3,830 million (+24%) in its first fiscal quarter. The company also offered optimistic forecasts for the next period.
He Building per action (BPA) reached US $3.41widely exceeding US $2.96 expected by analysts. In addition, Qualcomm sales were US $11,669 millionan increase in 18% Regarding the same period of the previous year, and also above the expectations of US $10,930 million.
This growth is mainly attributed to the strong demand in the chips business, with QCT (Qualcomm chips segment) registering an increase in 20% interannual in your sales, reaching US $10.1 billion Faced with the expectations of 9.3 billion. As for Chips for smartphonessales grew a 13% interannual, adding $ s7,600 millionalso exceeding US $7,000 million.
Qualcomm plans for 2025
Cristiano amon, CEO of Qualcommexplained that the demand for high -end smartphones in China promoted the results, in addition to the exclusivity of Qualcomm in the processors of the last galaxy device of Samsung. The company projects that telephone revenues increase a 10% in 2025.
Although phones represent the 75% From Qualcomm chips sales, the company is diversifying with other rapidly growing sectors. In particular, the market Automotive A grew 61%reaching 961 million dollarspromoted by long -term contracts. Also, the business of Internet of Things (IoT) A grew 36%to the 1,550 million. Amon stressed that Ray-Ban target glasses With Snapdragon “they continue to exceed expectations”, and assured that Smart glasses They are close to being massive as portable devices.
Qualcomm is also focused on the Artificial Intelligence (AI). In particular, the Deepseek R1its AI model has shown that Qualcomm chips can execute this type of technology directly on the devices, without depending on the cloud, which represents a significant advantage.
In your business of QTL licensesQualcomm reported income from 1,540 million dollars. Although important agreements were closed, such as a 4G license with transition And new agreements with Chinese manufacturers, the income of this segment was slightly lower than expected.
During the quarter, Qualcomm paid 942 million dollars in dividends and allocated 1.8 billion A rebirth of shares. For the next three months, the company expects income from between 10.2 billion and 11,000 million dollarsand a BPA between 2,7 and 2.9 dollarsalso above the forecasts of consensus.
Risks and challenges of Qualcomm in 2025
Despite these positive results, some analysts highlight several Risks that could impact the near future of Qualcomm. The main challenge could be the 5G chip business loss with Applewhich began using its own chips from the fall of 2024, reducing its dependence on Qualcomm. It is expected that Apple eliminate most of your relationship with Qualcomm for late 2026which could represent a loss of more of the 10% of the company’s income.
In addition, the High Dependency of China Qualcommwhich represents the 46% of your incomeit is a weak point, especially in a context of commercial tensions. Although China has improved its chips manufacturing capacity, it still does not match the performance of the Qualcomm Premium chips. This has led the company to lose participation in the market of low and medium -end Android smartphones In China.
Another uncertainty factor is Volatility of your Licensing Businesswhich could be affected by the loss of the contract with Apple and other changes in the market.
Source: Ambito
I am an author and journalist who has worked in the entertainment industry for over a decade. I currently work as a news editor at a major news website, and my focus is on covering the latest trends in entertainment. I also write occasional pieces for other outlets, and have authored two books about the entertainment industry.
