Qualcomm
QCOMQ4 2022Estimated1% AI
AI Revenue %
1%
AI Fair Value
$549.9M
AI Revenue (Q)
$94.6M
Total Revenue (Q)
$9.5B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 (Sep 2022 quarter, fiscal year end). Full-year QCT revenue $36,327M, QTL $6,340M. Filing describes Hexagon processors for AI/signal processing. Cloud AI inference is a nonreportable segment. Nonreportable segments had minimal revenue ($124M full year). NPU is one of ~8 major blocks on the Snapdragon SoC (CPU, GPU, NPU, ISP, DSP, modem, connectivity, RF). Conservative AI attribution ~2% of QCT = ~$186M quarterly (from Q4 QCT of ~$9,302M implied). QTL 0% AI. Total AI ~1.0% of total revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Our Snapdragon application processor functions include CPU, security, graphics, display, audio, video, camera and AI
10-K Item 8 Segment Note, FY2022
Our Qualcomm Hexagon processors are designed to support a variety of signal processing applications, including AI, audio and sensor processing
10-K Item 8 Segment Note, FY2022
nonreportable segments, including QGOV (Qualcomm Government Technologies), our cloud AI inference processing initiative and other technology and service initiatives
10-K Item 8 Segment Note, FY2022
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 platformAutomotive connectivity/digital cockpitIoT products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix