Qualcomm (QCOM)
Qualcomm (QCOM) on the public record today: 5 items across Appearances, Investment reports, Options, Revenue by country, Signals, each linked to its public…
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Appearances
- Cristiano R. Amon (chief executive officer): tv interview, CNBC Television — Qualcomm CEO Cristiano Amon weighs in on data center demand · QCOM · held (CNBC Television, 4 Nov 2026) QCOM
Investment reports
- Alphabet 13F for Q3 2026: new QCOM stake ($548M) and sold out of GTLB — institution · $88.3B reported in all · 4 new positions, 3 closed (SEC filings, 5 Nov 2026) QCOM GTLB
Options
- QCOM: negative gamma, price 5.5% below zero gamma — spot 165.41 · call wall 200.00 · put wall 150.00 · zero gamma 174.96 (Consolidated, 6 Nov 2026) QCOM
Revenue by country
- Qualcomm: 41.9% of revenue came from China in the fiscal year ended 27 Sep 2026, down 3.8 points from the year ended 29 Sep 2024 — China revenue $18.1B, down 11% on the year before · China includes Hong Kong · Filers define regions differently (billing location, headquarters or where products are shipped; not necessarily the end customer's… (SEC EDGAR (annual reports on Form 10-K), 26 Sep 2026) QCOM
Signals
- Qualcomm (QCOM): AI-era capital spending surging while free cash flow falls — High divergence · Potential pressure · change measured 28 Sep 2025 to 27 Sep (SEC filings, 7 Nov 2026) QCOM
Coming up
- 2 Dec 2026: Qualcomm ex-dividend
- 5 Nov 2026: Cristiano R. Amon on CNBC Television