Qualcomm posts transcript of Q3 FY26 earnings call

• Qualcomm Q3 FY26 earnings call drew CEO Cristiano Amon, CFO/COO Akash Palkhiwala, IR head Brett Simpson; Alex Rogers joined Q&A.
• Quarter results: revenue USD 9.9 billion; non-GAAP EPS USD 2.21; QCT USD 8.5 billion; QTL USD 1.3 billion; returned USD 2.3 billion.
• Q4 outlook: revenue USD 9.7-10.5 billion; non-GAAP EPS USD 2.05-2.25; QCT EBT margin 23%-25% on handset USD 5.2 billion.
• Supply constraints accelerate Apple modem step-down from Q4; share in upcoming iPhone launch seen materially below prior 20% estimate; Sept-to-Dec revenue down ~50%.
• Data center ramp starts in the December quarter from two hyperscaler custom-chip wins; FY27 data center revenue target USD 5 billion; custom chips dilute QCT gross margin 1.5%-2%.

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