<p>高通（Qualcomm）已举行其第四季度财报电话会议。请继续阅读会议的主要亮点。</p>
<h3>认识您的 ETF AI 分析师</h3>
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<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
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<p>高通最近的财报电话会议传达了总体积极的情绪，突显了公司在 2023 财年第四季度的强劲表现。会议强调了汽车部门的创纪录收入和物联网（IoT）的增长，高通超出了其收入和每股收益（EPS）的指引。会议还讨论了在人工智能（AI）和数据中心方面的显著成就，尽管也承认由于税收立法导致的重大非现金费用和与主要 Android 客户的不确定未来前景等挑战。总体而言，尽管面临这些障碍，情绪仍然表明乐观的前景。</p>
<h2>超过收入和 EPS 指引</h2>
<p>高通报告了 2023 财年第四季度令人印象深刻的财务业绩，收入达到 113 亿美元，非 GAAP 每股收益为 3 美元。这些数字超过了公司指引范围的高端，展示了高通强劲的市场表现和运营效率。</p>
<h2>汽车收入创纪录</h2>
<p>高通的 QCT 部门实现了创纪录的汽车收入，季度收入超过 10 亿美元。这标志着同比增长 17%，反映了公司在汽车行业的成功扩展和创新。</p>
<h2>物联网和汽车的强劲增长</h2>
<p>高通的物联网和汽车部门表现出强劲的增长，物联网收入同比增长 7%，汽车收入大幅增长 36%。这一增长凸显了高通对这些高潜力市场的战略关注。</p>
<h2>在 AI 和数据中心的重大成就</h2>
<p>财报电话会议强调了高通进入 AI 数据中心的情况，推出了针对 AI 推理优化的 AI200 和 AI250 系统单芯片（SoC）。公司获得了首个客户 HUMAIN，标志着其 AI 战略的重要里程碑。</p>
<h2>新产品发布和合作伙伴关系</h2>
<p>高通推出了 Snapdragon 8 Elite Gen 5 移动平台，并宣布与宝马（BMW）在汽车领域的 Snapdragon Ride Pilot 方面建立合作。这些发展突显了高通对创新和战略合作伙伴关系的承诺。</p>
<h2>非苹果 QCT 收入表现强劲</h2>
<p>公司报告非苹果 QCT 收入同比增长 18%，表明其在苹果相关业务之外的强劲需求和市场存在。</p>
<h2>非现金费用影响 GAAP 结果</h2>
<p>高通在 2023 财年第四季度面临 57 亿美元的非现金费用，因新税收立法影响了其 GAAP 结果。这一费用对公司构成了重大财务挑战。</p>
<h2>与华为的持续许可谈判</h2>
<p>与华为的许可讨论仍在进行中，会议期间未提供实质性更新。这仍然是高通在复杂国际关系中关注的关键领域。</p>
<h2>与主要 Android 客户的潜在风险</h2>
<p>关于一位主要 Android 客户可能使用内部调制解调器的担忧被提出，这可能影响高通未来的市场份额。这代表了公司正在密切监控的潜在风险。</p>
<h2>前瞻性指引</h2>
<p>展望未来，高通预计 2023 财年第一季度收入将在 118 亿美元至 126 亿美元之间。QCT 部门预计将实现创纪录的收入，介于 103 亿美元至 109 亿美元之间，主要受 Snapdragon 驱动的 Android 手机、汽车数字底盘和物联网产品的强劲需求推动。这一乐观的指引反映了高通对其持续增长和市场领导地位的信心。</p>
<p>总之，高通的财报电话会议传达了积极的情绪，突显了在汽车、物联网和人工智能等关键增长领域的强劲财务表现和战略成就。尽管面临非现金费用和与主要 Android 客户的潜在风险等挑战，但公司的前瞻性指引表明了持续的乐观情绪和未来几个季度增长的潜力。</p>

高通

<p>高通第四季度的财报电话会议强调了强劲的表现，创下了 113 亿美元的收入和 3 美元的非 GAAP 每股收益，超出预期。汽车部门实现了 17% 的同比增长，而物联网收入增长了 7%。公司推出了新的人工智能产品和合作伙伴关系，但由于税收立法面临 57 亿美元的非现金费用。与华为的持续许可谈判以及与主要安卓客户的潜在风险也被提及。展望未来，高通预计第一季度收入将在 118 亿至 126 亿美元之间，尽管面临挑战，但对增长充满信心</p>

<p>Qualcomm ((QCOM)) has held its Q4 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>高通（Qualcomm）已举行其第四季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
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</div><p>Qualcomm’s recent earnings call presented a generally positive sentiment, highlighting the company’s robust performance in fiscal Q4. The call underscored record revenues in the automotive sector and growth in IoT, with Qualcomm surpassing its revenue and EPS guidance. Notable achievements in AI and data centers were also discussed, although challenges such as a significant non-cash charge due to tax legislation and uncertain future prospects with a major Android customer were acknowledged. Overall, the sentiment suggests a positive outlook despite these hurdles.</p>
<div class="lb-trans"><p>高通最近的财报电话会议传达了总体积极的情绪，突显了公司在 2023 财年第四季度的强劲表现。会议强调了汽车部门的创纪录收入和物联网（IoT）的增长，高通超出了其收入和每股收益（EPS）的指引。会议还讨论了在人工智能（AI）和数据中心方面的显著成就，尽管也承认由于税收立法导致的重大非现金费用和与主要 Android 客户的不确定未来前景等挑战。总体而言，尽管面临这些障碍，情绪仍然表明乐观的前景。</p>
</div><h2>Exceeding Revenue and EPS Guidance</h2>
<div class="lb-trans"><h2>超过收入和 EPS 指引</h2>
</div><p>Qualcomm reported impressive financial results for fiscal Q4, with revenues reaching $11.3 billion and non-GAAP earnings per share of $3. These figures exceeded the high end of the company’s guidance range, showcasing Qualcomm’s strong market performance and operational efficiency.</p>
<div class="lb-trans"><p>高通报告了 2023 财年第四季度令人印象深刻的财务业绩，收入达到 113 亿美元，非 GAAP 每股收益为 3 美元。这些数字超过了公司指引范围的高端，展示了高通强劲的市场表现和运营效率。</p>
</div><h2>Record Automotive Revenues</h2>
<div class="lb-trans"><h2>汽车收入创纪录</h2>
</div><p>The QCT segment of Qualcomm achieved record automotive revenues, surpassing $1 billion for the quarter. This marks a significant 17% year-over-year growth, reflecting the company’s successful expansion and innovation in the automotive industry.</p>
<div class="lb-trans"><p>高通的 QCT 部门实现了创纪录的汽车收入，季度收入超过 10 亿美元。这标志着同比增长 17%，反映了公司在汽车行业的成功扩展和创新。</p>
</div><h2>Strong Growth in IoT and Automotive</h2>
<div class="lb-trans"><h2>物联网和汽车的强劲增长</h2>
</div><p>Qualcomm’s IoT and automotive sectors demonstrated robust growth, with IoT revenue increasing by 7% year-over-year and automotive revenue experiencing a substantial 36% rise. This growth underscores Qualcomm’s strategic focus on these high-potential markets.</p>
<div class="lb-trans"><p>高通的物联网和汽车部门表现出强劲的增长，物联网收入同比增长 7%，汽车收入大幅增长 36%。这一增长凸显了高通对这些高潜力市场的战略关注。</p>
</div><h2>Significant Achievements in AI and Data Center</h2>
<div class="lb-trans"><h2>在 AI 和数据中心的重大成就</h2>
</div><p>The earnings call highlighted Qualcomm’s entry into AI data centers with the introduction of AI inference optimized AI200 and AI250 SoCs. The company secured its first customer, HUMAIN, marking a significant milestone in its AI strategy.</p>
<div class="lb-trans"><p>财报电话会议强调了高通进入 AI 数据中心的情况，推出了针对 AI 推理优化的 AI200 和 AI250 系统单芯片（SoC）。公司获得了首个客户 HUMAIN，标志着其 AI 战略的重要里程碑。</p>
</div><h2>New Product Launches and Partnerships</h2>
<div class="lb-trans"><h2>新产品发布和合作伙伴关系</h2>
</div><p>Qualcomm introduced the Snapdragon 8 Elite Gen 5 mobile platform and announced a partnership with BMW for the Snapdragon Ride Pilot in automotive. These developments highlight Qualcomm’s commitment to innovation and strategic partnerships.</p>
<div class="lb-trans"><p>高通推出了 Snapdragon 8 Elite Gen 5 移动平台，并宣布与宝马（BMW）在汽车领域的 Snapdragon Ride Pilot 方面建立合作。这些发展突显了高通对创新和战略合作伙伴关系的承诺。</p>
</div><h2>Strong Performance in Non-Apple QCT Revenues</h2>
<div class="lb-trans"><h2>非苹果 QCT 收入表现强劲</h2>
</div><p>The company reported an 18% year-over-year growth in non-Apple QCT revenues, indicating strong demand and market presence beyond its Apple-related business.</p>
<div class="lb-trans"><p>公司报告非苹果 QCT 收入同比增长 18%，表明其在苹果相关业务之外的强劲需求和市场存在。</p>
</div><h2>Non-Cash Charge Impacting GAAP Results</h2>
<div class="lb-trans"><h2>非现金费用影响 GAAP 结果</h2>
</div><p>Qualcomm faced a $5.7 billion non-cash charge in the fourth fiscal quarter due to new tax legislation, which impacted its GAAP results. This charge represents a significant financial challenge for the company.</p>
<div class="lb-trans"><p>高通在 2023 财年第四季度面临 57 亿美元的非现金费用，因新税收立法影响了其 GAAP 结果。这一费用对公司构成了重大财务挑战。</p>
</div><h2>Ongoing Licensing Negotiations with Huawei</h2>
<div class="lb-trans"><h2>与华为的持续许可谈判</h2>
</div><p>Discussions with Huawei regarding licensing are ongoing, with no substantial updates provided during the call. This remains a critical area of focus for Qualcomm as it navigates complex international relationships.</p>
<div class="lb-trans"><p>与华为的许可讨论仍在进行中，会议期间未提供实质性更新。这仍然是高通在复杂国际关系中关注的关键领域。</p>
</div><h2>Potential Risks with Major Android Customer</h2>
<div class="lb-trans"><h2>与主要 Android 客户的潜在风险</h2>
</div><p>Concerns were raised about a major Android customer potentially using an internal modem, which could impact Qualcomm’s future market share. This represents a potential risk that the company is monitoring closely.</p>
<div class="lb-trans"><p>关于一位主要 Android 客户可能使用内部调制解调器的担忧被提出，这可能影响高通未来的市场份额。这代表了公司正在密切监控的潜在风险。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>Looking ahead, Qualcomm anticipates first fiscal quarter revenues between $11.8 billion and $12.6 billion. The QCT segment is expected to deliver record revenues between $10.3 billion and $10.9 billion, driven by strong demand for Snapdragon-powered Android handsets, automotive digital chassis, and IoT products. This optimistic guidance reflects Qualcomm’s confidence in its continued growth and market leadership.</p>
<div class="lb-trans"><p>展望未来，高通预计 2023 财年第一季度收入将在 118 亿美元至 126 亿美元之间。QCT 部门预计将实现创纪录的收入，介于 103 亿美元至 109 亿美元之间，主要受 Snapdragon 驱动的 Android 手机、汽车数字底盘和物联网产品的强劲需求推动。这一乐观的指引反映了高通对其持续增长和市场领导地位的信心。</p>
</div><p>In summary, Qualcomm’s earnings call conveyed a positive sentiment, highlighting strong financial performance and strategic achievements in key growth areas such as automotive, IoT, and AI. Despite challenges like the non-cash charge and potential risks with a major Android customer, the company’s forward-looking guidance suggests continued optimism and potential for growth in the upcoming quarters.</p>
<div class="lb-trans"><p>总之，高通的财报电话会议传达了积极的情绪，突显了在汽车、物联网和人工智能等关键增长领域的强劲财务表现和战略成就。尽管面临非现金费用和与主要 Android 客户的潜在风险等挑战，但公司的前瞻性指引表明了持续的乐观情绪和未来几个季度增长的潜力。</p>
</div>

Qualcomm’s Earnings Call Highlights Robust Q4 Performance

- 高通 Q4 财报显示营收达 113 亿美元，超出预期。  
- 汽车和 IoT 部门实现显著增长，汽车收入同比增长 36%。  
- 面临税务非现金费用和主要 Android 客户风险，但前景依然乐观。  

高通的财报电话会议突显了其第四季度的强劲表现