MAAT INDEX

CLAIM #51586 · Qualcomm Incorporated (QCOM) · 2025Q3 earnings call · Jul 30, 2025 · due Dec 31, 2025

Assuming you're asking about the December quarter, note, we expect normal revenue seasonality for all businesses.

Akash Palkhiwala · CFO

CANNOT_DETERMINE
resolved by a revision, graded at the moved level · official band 5 percent
Committed
we expect normal revenue seasonality for all businesses
Reported
we expect to deliver record results with revenues in the range of $11.8 billion to $12.6 billion and non-GAAP EPS of $3.30 to $3.50

In context

ereas I mentioned earlier to Josh's question, we're launching the new chip. We have flagship launches coming in at the end of the quarter, and we are seeing the demand increase because of that reason. Operator: Our next question comes from the line of Stacy Rasgon with Bernstein Research. Stacy Aaron Rasgon: Given the guidance into September, but the dynamics around Apple and everything else. I mean, what would you consider normal seasonal in the December quarter? And how should we think about drivers as you currently see them against that normal -- against that seasonal trend? How should we expect things -- if there's anything else funky going on in December that we should know about that would influence results versus what might be more typical? Akash Palkhiwala: Yes. Stacy, it's Akash. Assuming you're asking about the December quarter, note, we expect normal revenue seasonality for all businesses. Of course, adjusted for the lower share in Apple phone launches that we've previously discussed, but nothing else to highlight in all other businesses. Stacy Aaron Rasgon: I mean what would you consider normal seasonal then? Akash Palkhiwala: Well, we're not specifically guiding the quarter at this point, but I think you've seen a trend in the last several years, and you would expect the same quarterly trend just adjusted for the lower Apple volume for the share we've provided. Operator: Our next question is from the line of Joe Moore with Morgan Stanley. Our next question will be from the line of Chris Caso with Wolfe Research. Christopher Caso: If I could just expand upon some of the commentary with regard to the December quarter. My understanding is last year, the Chinese OEMs started

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SEC filings for QCOM · Claim quote is verbatim from the 2025Q3 earnings call.