Qualcomm Incorporated (QCOM) — the earnings record
Computed on 2026-09-18 from the vendor's per-print history with the Print Record's method — no desk-written read yet. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -12.7% to +10.8% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est EPS $2.19 · est revenue ~$10.15B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Jul 26 | 2026-07-29 | ✗ miss | ✓ beat |
| Apr 26 | 2026-04-29 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-04 | ✓ beat | ✓ beat |
| Nov 25 | 2025-11-05 | ✓ beat | ✓ beat |
| Jul 25 | 2025-07-30 | ✓ beat | ✓ beat |
| Apr 25 | 2025-04-30 | ✓ beat | ✓ beat |
| Feb 25 | 2025-02-05 | ✓ beat | ✓ beat |
| Nov 24 | 2024-11-06 | ✓ beat | ✓ beat |
| Jul 24 | 2024-07-31 | ✓ beat | ✓ beat |
| May 24 | 2024-05-01 | ✓ beat | ✓ beat |
Report-day close to the close three sessions later on adjusted closes, ±3% bands — the same method as every hand-written card; the Print Record method explains the bands. No reaction chart, metric line or behavior read exists for QCOM yet.
FAQ · from the current data · as of 2026-09-18
Quick answers
How often does Qualcomm Incorporated beat earnings estimates?
Across the last 10 covered prints (as of the 2026-09-18 card), Qualcomm Incorporated beat EPS estimates 9 of 10 times and revenue estimates 10 of 10 times, with 9 double beats.
How does QCOM stock react to earnings?
Measured close-of-print-day to the close three sessions later: 2 of the last 10 prints resolved up (beyond +3%), 3 flat, 5 down — reactions spanning -12.7% to +10.8%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was QCOM's biggest earnings reaction?
-12.7% over the three sessions after the Jul 24 print (2024-07-31).
When does Qualcomm Incorporated report earnings next?
2026-11-04 (2026-11-04 · est EPS $2.19 · est revenue ~$10.15B). This record is computed from the vendor's per-print history with the Print Record's method; a desk-written card for QCOM does not exist yet. An investment research diary, not advice.
Mentioned on Closelook
Where QCOM appears in the diary — 11 pieces, newest first. Every link is our own writing.
Go deeper
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Long reads
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Cloudflare (NET) · Qualcomm (QCOM) · Arm Holdings (ARM) · Fastly · Akamai · Vercel · Lenovo Foundation Model Providers Layer 0 — The Upstream Dependency The upstream dependency for the entire stack.
101 and glossary
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Dailies
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
- Options Diary — Everything Got More Time, Except the One That Didn’t
A new June 2027 put went on in SKHY; the QCOM short call came off.
- Korea crashes again, Iran strikes — and Advantest raises its year 35%
7.13 / $60.2B), alongside ARM, QCOM, LRCX, VRT and APH.
- SOXX breaks its floor on FOMC day — the sell-off spares only the testers
Then the heaviest AMC of the season: MSFT (est 4.21/$87.6B, +0.5% and green into its own print) and META (7.13/$60.2B, −0.4%), plus ARM (−6.1% into est 0.40/$1.3B), QCOM and LRCX.
- The Opex Handover — Why the AI Trade Is Rotating, Not Rolling Over
The rebalance: trim tactical semis, add consumption infrastructure, edge, and the newly-formalized agentic-CPU sleeve (ARM / AMD / QCOM).
- Semiconductors — The Troops Are Leaving Before the Generals
XSD — top weights (the second tier that drives it): Holding Weight MXL 6.24% ALAB 4.09% AMD 3.74% NVTS 3.62% INTC 3.56% The diluted mega-caps: Holding Weight QCOM 2.78% TXN 2.29% AVGO 1.95% ADI 1.93% NVDA 1.69% XSD constituents, 02…
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