Qualcomm 2026 Investor Day
Live time: Jun 24, 2026 18:15
Summary
14:56
Opening Remarks by Beth Simpson
Beth Simpson, Senior Vice President of Investor Relations, welcomes participants to Qualcomm's 2026 Investor Day in New York, sharing her enthusiasm about Qualcomm's promising investment case and preparations for the event.
18:56
CEO Cristiano Amon Strategic Overview
CEO Cristiano Amon celebrates his five-year milestone at Qualcomm, discussing the company's transformation since 2021, from implementing a comprehensive strategy to entering new markets such as IoT, automotive, and data centers, marking a new chapter for Qualcomm.
29:16
Tony Piales on Data Center Opportunities
Tony Piales, General Manager of Qualcomm’s Data Center Business, introduces the 'DragonFly' platform aimed at AI-centric data center infrastructure, emphasizing its scalability and paradigm-shifting capabilities for expanding inference workloads.
46:48
Modular Acquisition Overview by Tim Davis
Tim Davis, President of Modular, explains Modular's AI software innovation, emphasizing its unified computing layer and capabilities in enabling AI models to run efficiently across heterogeneous hardware for enhanced portability and affordability.
52:35
Tony Piales Introduces Qualcomm C1000 CPUs
Tony Piales unveils Qualcomm's C1000 CPU series designed for data centers, featuring over 5GHz core speeds, 250 cores, and integrated AI capabilities aimed at dominating high-throughput workloads while enhancing memory solutions.
1:03:54
Nakul Duggal on Robotics and Physical AI
Nakul Duggal discusses Qualcomm's vision for robots leveraging edge computing, AI hardware platforms, and physical AI, emphasizing a 10-year transformative potential across industries such as automotive, industrial networks, and robotics.
2:15:16
CFO Akash Palkhiwala Financial Outlook
CFO Akash Palkhiwala provides Qualcomm’s financial roadmap, projecting non-phone business revenue to double to $40 billion by FY 2029, with significant contributions from data centers ($15 billion), automotive ($10 billion), and IoT ($15 billion).
2:51:58
Data Center Strategy Q&A – Analyst: Chris Rollins (Susquehanna)
Response highlights product release timelines and growing revenues from custom silicon, AI accelerators, and connectivity solutions, emphasizing operational readiness to meet demand by FY 2027 and sustained growth into FY 2029.
2:59:45
Silicon Photonics Deployment in Connectivity — Analyst: Joe Cardoso (JP Morgan)
Tony Piales outlines Qualcomm’s progression towards deploying silicon photonics in AI300 series CPUs by FY 2028, enabling scalability with reduced power consumption and expanding optical connectivity in data centers.
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