Qualcomm Watch posted an update
Qualcomm reports its fourth-quarter results on Wednesday, 4 November, and TIKR says the key question is whether its next outlook shows data-centre chip revenue arriving on schedule.
Why it mattersThe company has told investors to expect $5bn in data-centre revenue in fiscal 2027, TIKR says. Custom chips for two hyperscalers are due to start shipping in the December quarter, but that revenue will not show up in Wednesday’s results. TIKR’s figures are analyst expectations, not Qualcomm guidance: its forecast is that fiscal 2027 revenue will reach $44.9bn. Will Wednesday’s outlook make the data-centre ramp look like a genuine growth engine, or leave Qualcomm relying on hopes while handset sales wobble?
Discuss: Will Wednesday’s outlook make Qualcomm’s data-centre ramp look like a genuine growth engine, or leave it relying on hopes while handset sales wobble?
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