QUALCOMM Incorporated (QCOM)

QUALCOMM Inc. stock has experienced fluctuations in the past six months. As of June 27, 2025, QCOM was up 7.41% over the past 30 days but down 18.76% over the past 12 months. On June 25, 2025, the share price was $155.93, a decline of 20.98% from June 26, 2024. Over the three months leading up to April 7, 2025, QCOM shares plunged 20.6%. The U.S.-China trade spat and resultant tariff war has impacted QCOM's stock performance. Qualcomm has been benefiting from investments in its mobile licensing program, strong 5G traction, and a diversified revenue stream. Qualcomm reported strong fiscal second-quarter 2025 results, with non-GAAP revenues reaching $10.8 billion and non-GAAP EPS hitting $2.85. The company expects normal seasonality in QCT for Android, automotive, and IoT in Q3, but the macro environment remains a factor.

Demand for Qualcomm's products and services exhibits seasonality, primarily because many of its products and much of its intellectual property are incorporated into consumer wireless devices. Revenues have historically fluctuated based on consumer demand for devices and the timing of customer/licensee device launches and innovation cycles. The first fiscal quarter tends to be historically stronger than the second fiscal quarter due to holiday sales and new flagship smartphone launches. Qualcomm anticipates normal seasonality in its QCT segment, specifically in Android, automotive, and IoT, and licensing revenue is also expected to slip sequentially due to seasonality.

QUALCOMM, Inc. is an American multinational corporation specializing in wireless technologies and intellectual property licensing. Founded in 1985, Qualcomm develops and commercializes foundational technologies, including 3G, 4G, and 5G wireless connectivity, high-performance and low-power computing, and on-device artificial intelligence (AI). The company operates primarily through two segments: Qualcomm CDMA Technologies (QCT) and Qualcomm Technology Licensing (QTL). The QCT segment is a leading developer and supplier of integrated circuit platforms and system software. The QTL segment grants licenses to use portions of Qualcomm's extensive intellectual property portfolio and collects royalties on every 3G/4G/5G device shipped globally. Qualcomm's sector is Electronic Technology, and its industry is Semiconductors.

Qualcomm has a significant global presence with 170 offices across more than 30 countries. The company's patents have broad coverage in many countries, including Brazil, China, India, Japan, South Korea, Taiwan, the United States, and countries in Europe. Qualcomm has a business presence in Brazil, China, Germany, Singapore, India, Japan, the UK, South Korea, and the US. India has become Qualcomm's largest engineering workforce, surpassing even the US home market, with multiple development centers in Chennai, Bangalore, Hyderabad, and Noida.

Qualcomm has a strong brand reputation as a global technology leader and innovator in wireless technologies. The company has been recognized as one of the best companies to work for by FORTUNE magazine for eight consecutive years. Qualcomm remains a pivotal player in the global smartphone industry, with its processors driving flagship models and holding a significant share of the high-end 5G smartphone market. The company's diversification into new markets like automotive and IoT has also contributed positively to its standing. The U.S.-China trade spat and the resulting tariff war has impacted its revenues from China, affecting its reputation.

QUALCOMM Inc. is primarily owned by institutional shareholders, who hold 73.50% of the company, while Qualcomm insiders own 2.48%, and retail investors hold 24.03%. As of June 25, 2025, Qualcomm had 4172 institutional owners and shareholders holding a total of 934,764,689 shares. Major institutional owners include Vanguard Group Inc., Blackrock Inc., and State Street Corp. The largest individual shareholder is Irwin M. Jacobs, one of the co-founders, who owns 1.69% of the company.