CLAIM #51595 · Qualcomm Incorporated (QCOM) · 2025Q3 earnings call · Jul 30, 2025

“And I think I expect that to continue to accelerate.”

Cristiano Amon · CEO

How to check this claim

Look at: AI feature utilization rate on Galaxy smartphones, compared generation-over-generation (e.g., Galaxy S25 vs successor)

It came true if: Reported utilization growth multiple for the next Galaxy generation exceeds 3x (the cited S24-to-S25 rate)

Where: management commentary on Qualcomm earnings calls / Samsung Galaxy AI usage disclosures

Knowable after: 2026-07-30

In context

“ink 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 right trajectory, especially as we look for growth and diversification beyond handsets and AI continue to be a great opportunity for us. Thank you very much. Operator: Ladies and gentlemen, this concludes today's conference call. You may now disconnect.”

Verify independently

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