Qualcomm QMar26: Memory cycle hitting Android; undershipping will bottom in QJun and will grow in line with the handset market from QSep; hopes on DC CPU with hyperscaler; shipments from QDec; QMar handset down -23% q/q; QJun handset revenue to decline -18% q/q to $4.9B; lowest in 20 quarters
- Revenue down -14% q/q and -3% y/y to $10.6B; QJun revenue at $9.2-$10.0B- Custom silicon engagement ramping with a leading hyperscaler; initial shipments expected in QDec; engagement expected to be accretive at the operating margin levelSource: Sravan Kundojjala
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