Qualcomm has announced results for its fiscal fourth quarter and full fiscal year ended September 28, 2025, reflecting its leadership in connected computing and AI-powered technologies. The US-based chip maker reported revenue of $11.27 billion for the fiscal fourth quarter, marking a 10 percent increase, and $44.284 billion for the full fiscal year, up 14 percent from last year.
Fiscal Q4 2025 Performance Highlights
QCT (Qualcomm CDMA Technologies) revenue: $9.821 billion, up 13 percent
QTL (Qualcomm Technology Licensing) revenue: $1.409 billion, down 7 percent
Handset revenue: $6.961 billion, up 14 percent
Automotive revenue: $1.053 billion, up 17 percent
IoT revenue: $1.807 billion, up 7 percent
Growth in IoT was fueled by industrial and networking products, alongside rising demand for AI smart glasses powered by the Snapdragon XR platform.
Full-Year 2025 Financial Overview
For fiscal-year 2025, Qualcomm’s QCT revenue reached $38.367 billion (up 16 percent), while QTL revenue totaled $5.582 billion. By segment, revenue performance was as follows:
Handsets: $27.793 billion, up 12 percent
Automotive: $3.957 billion, up 36 percent
IoT: $5.423 billion, up 22 percent
Qualcomm President and CEO Cristiano Amon said: “Our business remains strong as demonstrated by record QCT revenues in fiscal 2025. We achieved 18 percent year-over-year growth in total QCT non-Apple revenues, with combined fiscal year Automotive and IoT revenue growth of 27 percent.”
Qualcomm’s 2029 Growth Targets
Qualcomm is targeting robust long-term growth across all business segments by fiscal 2029:
Automotive: $8 billion – driven by adoption of Snapdragon Digital Chassis and Snapdragon Ride Pilot automotive platforms
IoT: $14 billion – benefiting from expansion in AI, low-power computing, and connectivity
PCs: $4 billion – powered by Snapdragon X2 Elite and X2 Elite Extreme chips, with over 150 design wins
XR (Extended Reality): $2 billion – boosted by global demand for AI smart glasses
Industrial IoT: $4 billion – supported by strong customer engagement and Arduino ecosystem integration
Other segments: $4 billion – driven by innovation in Wi-Fi, 5G, and edge AI
AI, Automotive, and Data Center Expansion
During the fiscal year, Qualcomm expanded its footprint across multiple high-growth domains:
AI smartphones: Introduced the Snapdragon 8 Elite Gen 5 platform featuring the 3rd generation Oryon CPU – the fastest mobile CPU yet – and enhanced GPU/NPU performance.
AI PCs: Launched Snapdragon X2 Elite and X2 Elite Extreme for premium laptops, surpassing competitors in speed and efficiency.
XR ecosystem: Partnered with brands like Meta, Oakley, and Samsung on next-generation AI glasses and headsets.
Automotive: Rolled out the Snapdragon Ride Pilot, enabling Level 2+ automated driving, first featured in BMW’s iX3 EV SUV.
IoT ecosystem: Completed the acquisition of Arduino, expanding access to over 30 million developers and users.
Data centers: Entered the AI inference market with Qualcomm AI200 and AI250 SoCs, with HUMAIN as the first customer.
Outlook
Qualcomm’s accelerating growth in AI, automotive, IoT, and data center computing strengthens its position as a leading system-on-chip provider for the next era of connected intelligence. The company’s fiscal 2025 results reflect a successful pivot from mobile dependency toward diversified, AI-driven markets.
Baburajan Kizhakedath
