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高通Qualcomm(QCOM)2025财年第四季度及全年财务业绩演示材料「NASDAQ」(英文版)(28页).pdf

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1、Fourth Quarter andFiscal 2025 EarningsNovember 5,2025Snapdragon and Qualcomm branded products are products of Qualcomm Technologies,Inc.and/or its subsidiaries.References in this presentation to“Qualcomm”may mean Qualcomm Incorporated,Qualcomm Technologies,Inc.,and/or other subsidiaries or business

2、units within the Qualcomm corporate structure,as applicable.2Note Regarding Forward-Looking StatementsIn addition to historical information,this document and the conference call that it accompanies contain forward-looking statements that are inherently subject to risks and uncertainties,including bu

3、t not limited to statements regarding:our growth and diversification initiatives and opportunities,including in automotive and IoT;our expansion to new areas including data center and advanced robotics;the continued evolution and adoption of artificial intelligence(AI)technologies,the opportunities

4、this creates for our business and the potential benefits to our business thereof;our business,product and technology strategies,including our diversification strategy;our technologies,technology leadership,technology differentiation and technology roadmap;our products,product performance,product lea

5、dership,product pipeline,product mix and product roadmap;new product releases,announcements and design wins;the benefits of our technologies,products and research and development efforts;our business and share trends,as well as market and industry trends,and their potential impact on our business an

6、d our positioning to take advantage thereof;acquisitions,collaborations or other strategic transactions,including the anticipated timing and benefits thereof;anticipated demand for our products and technologies;seasonal trends;our business outlook;and our estimates,guidance,targets and financial pla

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根据《Fourth Quarter and Fiscal 2025 Earnings》报告,以下是关键点: 1. 2025年第四季度及全年业绩强劲,收入和调整后每股收益(EPS)均超出预期范围。 2. QCT(Qualcomm CDMA Technologies)收入增长13%,达到98亿美元,EBT增长17%,达到29亿美元。 3. QCT汽车业务收入超过10亿美元,同比增长17%。 4. QCT物联网(IoT)收入增长7%,达到18亿美元。 5. Snapdragon 8 Elite Gen 5移动平台发布,配备第三代Qualcomm Oryon CPU,成为最快的移动CPU。 6. 完成对Arduino的收购,进一步巩固在AI边缘领域的领导地位。 7. 预计2029年汽车/物联网收入达到220亿美元。
AI手机新标杆?" AI边缘计算新篇章?" 数据中心AI推理新高度?"
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