Qualcomm
QCOMQ2 2023Estimated1% AI
AI Revenue %
1%
AI Fair Value
$591.5M
AI Revenue (Q)
$84.5M
Total Revenue (Q)
$8.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (Mar 2023 quarter). Total revenue $9,275M. QCT $7,942M, QTL $1,290M, nonreportable segments $36M. Same AI product structure. Hexagon NPU remains an incremental feature on SoCs. Cloud AI inference in nonreportable segments. No change in AI revenue disclosure or prominence. Conservative 1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
QCT $7,942M, QTL $1,290M, nonreportable segments $36M
10-Q Note 7 Segment Information, period ended March 26, 2023
nonreportable segments, including QGOV (Qualcomm Government Technologies) and our cloud AI inference processing initiative
10-Q Note 7 Segment Information, period ended March 26, 2023
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