CLAIM #51594 · Qualcomm Incorporated (QCOM) · 2025Q3 earnings call · Jul 30, 2025

“I expect that it creates excitement about the Android ecosystem, expand its SAM and it drives upgrade cycles.”

Cristiano Amon · CEO

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“And just -- can you just draw that out a little more? Obviously, there's a perception that the Apple products are a little behind in AI, and what that means for you over the long term, whether you're really optimistic about that, maybe even past the -- your fiscal first quarter? And just any more color there? Cristiano Renno Amon: Yes. Consistent to what we have been saying, we're starting to see AI use cases on phones to gain traction. And there's also another interesting data point. I think if you look at the overall share of AI models, you see Gemini actually increasing dramatically over other models. We have seen, I think, the advantage of the Android ecosystem in terms of majority of AI as more and more use cases become agentic where you started to see AI as part of the applications. I expect that it creates excitement about the Android ecosystem, expand its SAM and it drives upgrade cycles. Those are all positive things from the mobile business. So I will think that what AI is doing is making connectivity more relevant, again, especially because of voice utilization, is driving more computing, more capable devices and exactly changing the use cases. And the rate of utilization, it's very encouraging. What I said in the call about 3x between Galaxy S24 and Galaxy S25. And I think I expect that to continue to accelerate. Operator: This concludes today's question-and-answer session. Mr. Amon, do you have anything further to add before adjourning the call? Cristiano Renno Amon: Thank you all for attending the call. I would like to thank our employees, our partners, and we appreciate following Qualcomm. We'll continue to execute on our strategy. We feel that the company is on the”

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SEC filings for QCOM ↗ · Quote is verbatim from the 2025Q3 earnings call.