Every material Form 8-K Qualcomm has filed with the SEC since December 16, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Qualcomm reported fourth quarter GAAP revenues of $10.3 billion and non-GAAP diluted earnings per share of $2.17. For the full fiscal year 2026, the company posted GAAP revenues of $43.1 billion and non-GAAP diluted EPS of $10.54, alongside a record $2 billion quarter in automotive revenues.
Fourth quarter fiscal 2026 GAAP revenues were $10.32 billion, down 8% year-over-year.
Fiscal 2026 full-year GAAP revenues reached $43.12 billion with GAAP net income of $13.63 billion.
First quarter fiscal 2027 revenue guidance is estimated at $10.4 billion to $11.2 billion.
QUALCOMM filed a prospectus supplement on July 31, 2026, covering the resale by selling stockholders of 17,826,566 common shares. The company issued these shares as consideration for its previously announced acquisition of Modular Inc, agreed on June 21, 2026. The filing shows the shares can now be resold under a registration statement, and it does not disclose any financial results.
Prospectus supplement filed July 31, 2026 covers resale of 17,826,566 shares of common stock.
Shares were issued as consideration for the Modular Inc acquisition, agreed June 21, 2026, in a private placement exempt from registration.
Resale terms are governed by a Registration Rights Agreement dated July 28, 2026 with Shareholder Representative Services LLC.
Qualcomm reported fiscal third-quarter 2026 revenue of $9.9 billion, down 4% from a year earlier, with GAAP diluted EPS of $1.87 (down 23%) and non-GAAP diluted EPS of $2.21 (down 20%). It gave fourth-quarter guidance of $9.7 billion to $10.5 billion in revenue and $2.05 to $2.25 in non-GAAP diluted EPS, and said that combined QCT Automotive and IoT revenue grew 28%, while handset revenue fell 20%.
Q3 fiscal 2026 revenue was $9,947 million versus $10,365 million a year earlier, down 4%.
GAAP diluted EPS was $1.87 versus $2.43; non-GAAP diluted EPS was $2.21 versus $2.77.
Handset revenue fell 20% to $5,086 million; Automotive revenue rose 61% to $1,588 million and IoT rose 9% to $1,830 million.
Q4 fiscal 2026 guidance: revenue $9.7 billion to $10.5 billion; non-GAAP diluted EPS $2.05 to $2.25.
Qualcomm reported fiscal second-quarter 2026 revenue of $10.6 billion, down 3% from a year earlier, and non-GAAP diluted EPS of $2.65, down 7%. GAAP diluted EPS of $6.88 was inflated by a $5.7 billion income tax benefit, or $5.33 per share, from releasing a valuation allowance. For third-quarter fiscal 2026, the company guided to revenue of $9.2 billion to $10.0 billion and non-GAAP diluted EPS of $2.10 to $2.30, both below the second-quarter levels.
Q2 revenue $10,599 million vs. $10,979 million a year earlier (down 3%); QCT Handsets fell 13% while QCT Automotive rose 38% to $1,326 million
GAAP diluted EPS $6.88 vs. $2.52 a year earlier, driven by the $5.7 billion tax benefit; non-GAAP diluted EPS $2.65 vs. $2.85 (down 7%)
Q3 fiscal 2026 guidance: revenue $9.2 billion to $10.0 billion; non-GAAP diluted EPS $2.10 to $2.30, citing memory supply constraints and pricing affecting handset OEM demand
Returned $3.7 billion to stockholders in Q2, and announced a new $20 billion share repurchase authorization; Investor Day is scheduled for June 24
Qualcomm reported record first-quarter fiscal 2026 revenue of $12.3 billion, up 5%, but GAAP diluted EPS fell 2% to $2.78, while non-GAAP EPS rose 3% to $3.50. The company guided second-quarter revenue to $10.2 billion to $11.0 billion, citing the impact of memory supply constraints on handset customers' demand, which signals a lower near-term outlook for shareholders.
Q1 fiscal 2026 revenues were $12,252 million, up 5% from $11,669 million a year earlier; QCT automotive revenue rose 15% to $1,101 million.
GAAP diluted EPS was $2.78 versus $2.83 a year earlier; non-GAAP diluted EPS was $3.50 versus $3.41.
Q2 fiscal 2026 guidance: revenues of $10.2 billion to $11.0 billion and non-GAAP diluted EPS of $2.45 to $2.65, including the estimated impact of memory supply constraints.
During the quarter, the company returned $3.6 billion to stockholders, including $2.6 billion of share repurchases of 15 million shares.
Qualcomm director Christopher D. Young told the board on January 13, 2026 that he will leave the board effective at the company's 2026 Annual Meeting of Stockholders. He cited the significant time commitment required by his new role as chief executive officer and board member of Vertex, Inc.
Christopher D. Young informed the board on January 13, 2026 of his decision
Departure takes effect at the 2026 Annual Meeting of Stockholders
Reason given: time commitment for his new CEO role and board seat at Vertex, Inc.
Qualcomm disclosed that board member Kornelis (Neil) Smit informed the board on December 10, 2025, that he will retire effective at the 2026 Annual Meeting of Stockholders. He will have served nearly 8 years on the board. The filing describes a planned board departure and does not name a successor or any change in financial results.
Kornelis (Neil) Smit notified the board on December 10, 2025 of his retirement.
Retirement takes effect at Qualcomm's 2026 Annual Meeting of Stockholders.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Qualcomm filing is on SEC EDGAR ↗. 8-K briefs of other companies →