Qualcomm

Q4 Results Q/Q Comparison:

  • Revenues increased 13% to $6.2B
  • GAAP Diluted EPS increased 60% to $1.07
    • Non-GAAP Diluted EPS increased 41% to $1.28
  • GAAP Net Income increased 51% to $1.6B
    • Non-GAAP Net Income increased 33% to $1.9B
  • MSM chip shipments increased 4% to 211M units
  • Total reported device sales increased 27% to $74.2B
    • Estimated 3G/4G device shipments: 401M to 405M (increase of 45%)
    • Estimated Average Selling Price (ASP): $181 to $187 per unit (decrease of 12%)

Fiscal 2016 Results:

  • Revenues decreased 7% to $23.6B
  • GAAP Diluted EPS increased 18% to $3.81
    • Non-GAAP Diluted EPS decreased 5% to $4.44
  • GAAP Net Income increased 8% to $5.7B
    • Non-GAAP Net Income decreased 13% to $6.7B
  • MSM chip shipments decreased 10% to 842M units
  • Total reported device sales increased 7% to $267.4B
    • Estimated 3G/4G device shipments: 1,364M to 1,380M (increase of 11%)
    • Estimated Average Selling Price (ASP): $192 to $198 per unit (decrease of 3%)
  • Free cashflow of $6.9B
  • Net cash and marketable securities totaled $20.6B
  • Returned $6.9B to shareholders via dividends ($3.0B) and share repurchases ($3.9B)
  • Announced acquisition of NXP Semiconductors for $47B (including debt)

Stock Price: $67
Market Capitalization: $99 billion

November 2, 2016

 

 

 


 


 

Menu byMilonic