Qualcomm
QCOMQ4 2025Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$2.6B
AI Revenue (Q)
$428.8M
Total Revenue (Q)
$12.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 (Sep 2025 quarter, fiscal year end). Annual total revenue ~$44,631M. 10-K leads with 'on-device AI' as a key foundational technology alongside connectivity and computing. Full-year QCT revenue: $37,538M, QTL $5,490M. Physical and industrial AI described as 'reshaping industries.' Agentic AI, personal AI devices mentioned as growth vectors. Data Center business now explicitly named as nonreportable segment. Alphawave acquisition pending (closed Dec 2025). Annual QCT sub-segments implied: Full year Handsets ~$29,300M, Auto ~$3,880M, IoT ~$7,100M (from proportional estimates). Q4 implied QCT ~$8,992M. Math: Handsets ~4% ($7,300M * 0.04 = $292M, reflecting Snapdragon 8 Elite Gen 2 and increasingly AI-differentiated premium chips) + Auto ADAS AI ~$200M ($1,000M * 0.20) + IoT AI ~$105M ($1,750M * 0.06) + data center ~$15M = ~$360M. QTL 0%. $360M / ~$10,365M = ~3.5%.
Analyzed by claude-opus-4-6
Quoted Figures
We are a global technology leader, helping to bring intelligent computing everywhere through the development and commercialization of foundational technologies, including on-device artificial intelligence (AI), high-performance and low-power computing and advanced wireless connectivity
10-K Item 1 Business, FY2025
Physical and industrial AI are beginning to reshape industries and provide new opportunities from robotics to manufacturing, logistics and energy, through embedded intelligence and enabling automation, real-time insights, autonomous systems and adaptive decision-making at the edge
10-K Item 1 Business, FY2025
nonreportable segments, including QGOV (Qualcomm Government Technologies) and our Data Center business (formerly referred to as our cloud computing processing initiative)
10-K Item 8 Segment Note, FY2025
AI Products Identified (Ring 1)
Snapdragon 8 Elite (Hexagon NPU, on-device generative AI)Snapdragon X Elite/Plus (AI PC)Arriver ADAS/ADData Center business (nonreportable)Dragonwing industrial IoT
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 consumer/edge networking
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix