CLAIM #51624 · Qualcomm Incorporated (QCOM) · 2025Q4 earnings call · Nov 5, 2025 · due Nov 5, 2027
“Yes, it's upside on that number and success in this area, I think, presents to us a potential multibillion-dollar revenue opportunity in a couple of years, and that's how we're thinking about it right now.”
Cristiano Amon · CEO
How to check this claim
Look at: Annual revenue attributable to the data center / personal AI opportunity referenced, as disclosed by the company
It came true if: Company-disclosed or management-cited revenue from this opportunity >= $1 billion annualized
Where: Company revenue disclosures, segment commentary, or management commentary on earnings calls/investor events (10-K/10-Q or Analyst Day materials)
In context
“ack and think about the broader opportunity around personal AI, and you could think of it as the glasses form factor or the watch form factor or hearables form factor, this could be a very, very large market. And so if that plays out as we suspect it might, it will create significant upside opportunity. Benjamin Reitzes: Yes. Sorry, just to clarify, though, my question, I appreciate that is that if you're going to outline the data center opportunity and have a special event, should we assume that it's a multibillion opportunity, something that you would call out that's at least as big, if not bigger, than anything you laid out at your last Analyst Day, which is the smaller opportunities are $2 billion to $4 billion. Cristiano Amon: Ben, now -- thanks for the question. I understand it now. Yes, it's upside on that number and success in this area, I think, presents to us a potential multibillion-dollar revenue opportunity in a couple of years, and that's how we're thinking about it right now. Operator: That concludes today's question-and-answer session. Mr. Amon, do you have anything further to add before adjourning the call? Cristiano Amon: I just want to thank all of our partners, our employees, and we are continuing to change Qualcomm into a very diversified company. We're probably one of the few companies among all the semiconductor companies that can go from 5 watts to 500 watts with very flexible and very broad technology capabilities. I think one thing that we take pride of in every industry that we enter, we have a platform that is a leading technology platform, and we're excited about the future of the company, and we're just going to keep executing on this strategy. Thank you very much for supporting our call. Operator: Ladies and gentlemen, this concludes today's co”
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SEC filings for QCOM ↗ · Claim quote is verbatim from the 2025Q4 earnings call.