Brief: Qualcomm CEO - Going Forward, Our Plan Assumes Global Handset Units Will Remain Flat To Down In Calendar 27 - Conf Call

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04/11/2026 22:22

Nov 4 (Reuters) - QUALCOMM Incorporated QCOM.O:
QUALCOMM CEO: GOING FORWARD, OUR PLAN ASSUMES GLOBAL HANDSET UNITS WILL REMAIN FLAT TO DOWN IN CALENDAR 27 - CONF CALL
QUALCOMM CEO: NON-HANDSET REVENUES IN QCT WILL GROW BY MORE THAN 60% YOY IN FISCAL 27
QUALCOMM CEO: DATA CENTER BUSINESS BEGINS ITS RAMP WITH REVENUES EXPECTED TO EXCEED $650 MILLION IN THE DECEMBER QUARTER
QUALCOMM CEO: CUSTOM ACCELERATORS BEGIN SHIPPING IN OCTOBER AND OUR CONNECTIVITY SOLUTIONS WITH AMAZON WEB SERVICES RAMP LATER THIS MONTH
QUALCOMM CEO: DRAGONFLY C1000 CPU REMAINS ON TRACK TO SHIP TO META AS SCHEDULED
QUALCOMM CFO: Q1'27 GUIDANCE REFLECTS THE COMMENCEMENT OF SHIPMENTS TO TWO HYPERSCALER CUSTOMERS FOR CUSTOM SILICON ENGAGEMENTS
QUALCOMM CFO: CO FORECASTS QCT HANDSET REVENUES TO DECLINE BY A MID-SINGLE-DIGIT PERCENTAGE SEQUENTIALLY IN Q1'27
QUALCOMM CEO SAYS CO IS IN 'ADVANCED DISCUSSION' WITH DATA CENTER ACCELERATOR CUSTOMER ON 'SUBSEQUENT CUSTOM SILICON'
QUALCOMM CFO: "WITH APPLE PRODUCT REVENUE RAMP DOWN, WE DO NOT EXPECT DECEMBER TO BE THE HIGH QUARTER FOR US"
QUALCOMM CEO SAYS COMPANY EXPECTS TO RETAIN ABOVE 70% SHARE IN NEXT GENERATION OF SAMSUNG SMARTPHONES
Further company coverage: QCOM.O

 ((Reuters.Briefs@thomsonreuters.com;))