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Qualcomm: the handset cash engine still has to prove auto, IoT and AI can carry the next leg
Qualcomm reported FY2025 revenue of $44.3 billion and fiscal Q2 2026 revenue of $10.6 billion. The thesis depends on handset durability, licensing economics, automotive and IoT diversification, AI edge demand and capital returns.
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Qualcomm: the handset cash engine still has to prove auto, IoT and AI can carry the next legQualcomm reported FY2025 revenue of $44.3 billion and fiscal Q2 2026 revenue of $10.6 billion. The thesis depends on handset durability, licensing economics, automotive and IoT diversification, AI edge demand and capital returns.NASDAQJul 22, 20265 minReadSlides