高通第一季度财报亮点:创纪录收入,EPS超预期,多元化发展取得增长

财报速递
02-06

高通公司(纳斯达克股票代码:QCOM)宣布第一季度财务结果,包括多个公司记录,并于周三市场收盘后发布。 以下是主要亮点。 高通报告第一季度收入创纪录,达到117亿美元,同比增长17%。根据Benzinga Pro的数据,这一收入总额超过了华尔街普遍预期的109.3亿美元。 公司报告的第一季度每股收益为3.41美元,是公司非公认会计准则季度纪录。每股收益超过了华尔街普遍预期的2.96美元。 高通QCT部门的收入达到了创纪录的101亿美元,同比增长20%。该部门收入细分如下: - 手机:75.7亿美元,同比增长13% - 汽车:9.61亿美元,同比增长61% - 物联网:15.5亿美元,同比增长36% 这标志着QCT汽车部门连续第六个季度的收入创纪录。QCT手机业务部门也获得了创纪录的季度收入。 QTL部门收入为15亿美元,同比增长5%。 高通首席执行官Cristiano Amon表示:“我们很高兴实现了季度收入的记录,这反映了我们技术、产品路线图和终端客户需求的强劲。” 公司在第一季度回购了18亿美元的股票。强烈推荐阅读: 高通第四季度财报亮点:收入超预期,EPS超预期,宣布150亿美元的新股票回购计划 高通的下一步计划中,第二季度收入指引在103亿至112亿美元之间。 收入指引细分如下:QCT 89亿至95亿美元,QTL 12.5亿至14.5亿美元。 分析师预测第二季度收入为103.4亿美元,根据Benzinga Pro的数据。 公司指引第二季度每股收益在2.70美元至2.90美元之间,而华尔街普遍预期为2.69美元。 Amon表示:“我们在多元化发展上取得了增长,并将继续致力于实现2029财年的目标,实现220亿美元的非手机收入。” QCOM股价动态:高通股票在周三收盘前交易价格上涨1.64%,达到175.88美元,相较于过去52周的交易区间142.43美元至230.63美元。高通股票在过去一年中上涨了约21%。 推荐阅读: - 高通在中国的顺风:分析师看好其超过苹果担忧的积极因素 图片来源:Shutterstock

以上内容来自Benzinga Earnings专栏,原文如下:

Qualcomm Inc (NASDAQ:QCOM) reported first-quarter financial results, which included several company records, after the tmarket close Wednesday.

Here are the key highlights.

What Happened: Qualcomm reported record first-quarter revenue of $11.7 billion, up 17 % year-over-year. The revenue total beat a Street consensus estimate of $10.93 billion, according to data from Benzinga Pro.

The company reported first-quarter earnings per share of $3.41, a non-GAAP company quarterly record. The earnings per share beat a Street consensus estimate of $2.96.

Qualcomm’s revenue for the QCT segment was a record $10.1 billion, up 20% year-over-year. The segment revenue breaks down as follows:

  • Handsets: $7.57 billion, +13% year-over-year
  • Automotive: $961 million, +61% year-over-year
  • IoT: $1.55 billion, +36% year-over-year

This marked the sixth consecutive quarter of record revenue for the QCT automotive segment. The QCT handsets segment also had record quarterly revenue.

QTL segment revenue was $1.5 billion, up 5% year-over-year.

"We are very pleased to have achieved quarterly revenue records, which reflect the strength of ourtechnology, product roadmap and end-customer demand," Qualcomm CEO Cristiano Amon said.

The company bought back $1.8 billion in stock in the first quarter.  Read Also: Qualcomm Q4 Earnings Highlights: Revenue Beat, EPS Beat, New $15 Billion Share Buyback Announced

What's Next: Qualcomm guidance calls for second-quarter revenue to be in a range of $10.3 billion to $11.2 billion.

Revenue guidance breaks down as QCT $8.9 billion to $9.5 billion and QTL $1.25 billion to $1.45 billion.

Analysts are guiding for second-quarter revenue of $10.34 billion, according to data from Benzinga Pro.

The company is guiding for second-quarter earnings per share in a range of $2.70 to $2.90, versus a Street consensus estimate of $2.69.

"We are delivering growth across our diversification initiatives and remain committed toexecuting on our fiscal 2029 targets to achieve $22 billion of non-handset revenue," Amon said.

QCOM Price Action: Qualcomm stock was trading 1.64% higher at $175.88 ahead of the close Wednesday versus a 52-week trading range of $142.43 to $230.63. Qualcomm stock is up around 21% over the past year.

Read Next:

  • Qualcomm’s China Tailwind: Analyst Sees Positives That ‘Overwhelm’ Apple Concerns

Photo via Shutterstock.

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