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CLAIM #51640 · Qualcomm Incorporated (QCOM) · 2026Q1 earnings call · Feb 4, 2026 · due Sep 30, 2029

We know we don't move with the industry. We move primarily with our share gains. I think we're very excited about the trajectory. I will say we feel good about all the projections we have made about the size of the revenue when you look at our targets for fiscal 2029.

Cristiano Amon · CEO

PENDING
graded after results covering Sep 30, 2029 are reported

How to check this claim

Look at: Automotive segment revenue, fiscal year

It came true if: Fiscal 2029 automotive revenue meets or exceeds the company's previously disclosed fiscal 2029 automotive revenue target

Where: Company-disclosed automotive segment revenue (10-K / earnings release / investor day targets)

In context

sh, you'd like to add some more color to that. Akash Palkhiwala: No. I think that covers it. Joshua Buchalter: Okay. Thank you, Cristiano. I guess the follow-up, I mean, just back me into the guidance you just gave on QCT, I mean, that auto number is implying a pretty sharp acceleration sequentially. Is this some of the ADAS wins that you've talked about previously layering in? And maybe you could speak to, you know, both the drivers and the durability of this higher watermark that you're guiding to? Thank you. Cristiano Amon: No. Thank you very much. As we have said consistently, I think the pipeline we have built in automotive is continued to translate into revenues, especially as new cars ramp and new cars launch. And I think that's why we continue to see record revenues in automotive. We know we don't move with the industry. We move primarily with our share gains. I think we're very excited about the trajectory. I will say we feel good about all the projections we have made about the size of the revenue when you look at our targets for fiscal 2029. It's all going in the right direction. And we continue to have more design wins. I think our position in the industry becomes stronger. I think with the platform, we've seen traction with Flex, which both the ability to bring ADAS and digital cockpit in the same chipset across other tiers. We're seeing now some of the major, I think, volume drivers SOP. We did announce a very broad partnership with Volkswagen Group. And to your comment, it is correct. We're getting more traction with ADAS once OEMs were able to see the stack that we launched with BMW that was an option for them. We're seeing interest and those things are progressing very well. Operator: The next question is from the line of Samik Chatterjee with JPMorgan. Please proceed with your question. Samik Chatterjee: Hi. Thanks for

Verify independently

SEC filings for QCOM · Claim quote is verbatim from the 2026Q1 earnings call.