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Qualcomm Jumps as Earnings Beat, Chip Rebound Ahead

Published 07/29/2020, 04:09 PM
Updated 07/29/2020, 04:32 PM
© Reuters.  Qualcomm Earnings, Revenue Beat in Q3
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By Yasin Ebrahim

Investing.com - Qualcomm (NASDAQ:QCOM) surged in after-hours trade on Wednesday after reporting better-than-expected earnings above the high range of its guidance.

Qualcomm shares gained 12% in after-hours trade following the report.

Qualcomm announced earnings per share of 86 cents on revenue of $4.89 billion. Analysts polled by Investing.com anticipated EPS of 70 cents on revenue of $4.81 billion.

Chip sales fell 17% to 130 million, but the company is expecting to turn around performance in the fiscal fourth quarter, guiding chip shipments in the range of 145 million to 165 million.

For the fourth quarter, the company guided revenue in the range of $7.3 billion to $8.1 billion and non-GAAP diluted EPS between $1.05 and $1.25.

The upbeat guidance was boosted by settlement with Huawei. Qualcomm said the settlement would add about $1.8 billion in revenue and $1.38 in earnings per share.

Fourth-quarter QCT (Qualcomm CDMA Technologies) semiconductor business revenue was expected in the range of $4.3 billion to $4.9 billion, while QTL (Qualcomm Technology Licensing) licensing business revenue was guided in a range of $1.2 billion to $1.4 billion.

"Our guidance for the fourth quarter of fiscal 2020 includes an impact of greater than ($0.25) to EPS attributable to a planning assumption of an approximate 15% year-over-year reduction in handset shipments due to COVID-19, including a partial impact from the delay of a global 5G flagship phone launch. However, the actual impact may differ materially due to the challenging economic environment and highly uncertain effects of COVID-19," the company said.

Qualcomm shares are up 5% from the beginning of the year, still down 2.87% from its 52 week high of $96.17 set on January 17. They are outperforming the S&P 500 which is up 0.86% from the start of the year.

Stay up-to-date on all of the upcoming earnings reports by visiting Investing.com's earnings calendar

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