Qualcomm
QCOMQ1 2023Estimated1% AI
AI Revenue %
1%
AI Fair Value
$568.3M
AI Revenue (Q)
$92.8M
Total Revenue (Q)
$9.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (Dec 2022 quarter). Total revenue $9,463M. QCT $7,892M, QTL $1,524M, nonreportable segments $40M. Same structure as prior quarters. Cloud AI inference remains a nonreportable segment. Hexagon NPU is one block on the SoC. No AI revenue disclosure. Conservative estimate: ~2% of QCT = ~$158M, plus minimal cloud AI. Total AI ~$100M / $9,463M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
QCT $7,892M, QTL $1,524M, nonreportable segments $40M
10-Q Note 7 Segment Information, period ended December 25, 2022
nonreportable segments, including QGOV (Qualcomm Government Technologies) and our cloud AI inference processing initiative
10-Q Note 7 Segment Information, period ended December 25, 2022
AI Products Identified (Ring 1)
Snapdragon SoC (Hexagon NPU block)Cloud AI 100 inference accelerator (nonreportable segment)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
RFFE componentsSnapdragon compute platformArriver ADAS technologyIoT products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix