Earnings call briefFiscal fourth-quarter 2026
Qualcomm expects December-quarter data center revenue above $650 million
Qualcomm said it was selected to power Starlink Mobile's nationwide U.S. terrestrial 5G network, with deployment beginning in 2027.
GetSignal QUALCOMM QCOM
President and Chief Executive Officer Cristiano Renno Amon said on the fiscal fourth-quarter call that Qualcomm provides silicon, radio content and layer 1 software for the network, under a multiyear agreement.
Qualcomm said the agreement will start to appear in its financials as it exits fiscal 2027, with more of its revenue coming in fiscal 2028.
Quotes from the call
“...our data center business begins its ramp with revenues expected to exceed $650 million in the December quarter.”
Key facts from the call
- Expected December-quarter data center revenue
- Above $650 million
- Expected network deployment start
- 2027
Source: Qualcomm's fiscal fourth-quarter 2026 earnings call, November 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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