Qualcomm exceeds Q2 estimates but weak revenue outlook sends shares tumbling

Published 30/04/2025, 21:16
Updated 01/05/2025, 10:12
© Reuters.

Investing.com -- Qualcomm reported quarterly results that topped Wall Street expectations but a weaker-than-expected revenue forecast for the current quarter sent its shares down over 5% in premarket trading Thursday.

The chipmaker posted second-quarter earnings per share of $2.85, above analysts’ average estimate of $2.80.

Revenue came in at $10.84 billion, beating expectations of $10.55 billion.

“As we navigate the current macroeconomic and trade environment, we remain focused on the critical factors we can control," CEO  Cristiano Amon said. 

For the third quarter, Qualcomm (NASDAQ:QCOM) said it expects EPS between $2.60 and $2.80, compared with analysts’ forecast of $2.66.

The company projected revenue of $9.9 billion to $10.7 billion, the midpoint of which is below the consensus estimate of $10.33 billion.

Qualcomm repurchased $1.75 billion in shares and distributed $938 million in dividends during the quarter, while raising its full-year 2025 cash return target to 100% of free cash flow (FCF).

"Guidance was in line with expectations, however we flag increasing risks with China slowing, Apple (NASDAQ:AAPL) shifting in-house, and slower sequential trends in non-handsets," Bank of America analysts led by Tal Liani said in a note. 

Separately, Bernstein analysts described the results as "fine" but added that "they seem to have been a bit below buy-side expectations that might have been rising somewhat into the print due to recent peer reports."

"If investors are not buying the stock at least management is, calling for 100% FCF return this year through elevated buybacks given the valuation of the shares (which remains extremely attractive at ~12x EPS)," they added. 

Pratyush Thakur contributed to this report. 

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.