高通第一季度財報亮點:創紀錄收入,EPS超預期,多元化發展取得增長

財報速遞
02-06

高通公司(納斯達克股票代碼:QCOM)宣佈第一季度財務結果,包括多個公司記錄,並於週三市場收盤後發佈。 以下是主要亮點。 高通報告第一季度收入創紀錄,達到117億美元,同比增長17%。根據Benzinga Pro的數據,這一收入總額超過了華爾街普遍預期的109.3億美元。 公司報告的第一季度每股收益爲3.41美元,是公司非公認會計准則季度紀錄。每股收益超過了華爾街普遍預期的2.96美元。 高通QCT部門的收入達到了創紀錄的101億美元,同比增長20%。該部門收入細分如下: - 手機:75.7億美元,同比增長13% - 汽車:9.61億美元,同比增長61% - 物聯網:15.5億美元,同比增長36% 這標誌着QCT汽車部門連續第六個季度的收入創紀錄。QCT手機業務部門也獲得了創紀錄的季度收入。 QTL部門收入爲15億美元,同比增長5%。 高通首席執行官Cristiano Amon表示:“我們很高興實現了季度收入的記錄,這反映了我們技術、產品路線圖和終端客戶需求的強勁。” 公司在第一季度回購了18億美元的股票。強烈推薦閱讀: 高通第四季度財報亮點:收入超預期,EPS超預期,宣佈150億美元的新股票回購計劃 高通的下一步計劃中,第二季度收入指引在103億至112億美元之間。 收入指引細分如下:QCT 89億至95億美元,QTL 12.5億至14.5億美元。 分析師預測第二季度收入爲103.4億美元,根據Benzinga Pro的數據。 公司指引第二季度每股收益在2.70美元至2.90美元之間,而華爾街普遍預期爲2.69美元。 Amon表示:“我們在多元化發展上取得了增長,並將繼續致力於實現2029財年的目標,實現220億美元的非手機收入。” QCOM股價動態:高通股票在週三收盤前交易價格上漲1.64%,達到175.88美元,相較於過去52周的交易區間142.43美元至230.63美元。高通股票在過去一年中上漲了約21%。 推薦閱讀: - 高通在中國的順風:分析師看好其超過蘋果擔憂的積極因素 圖片來源:Shutterstock

以上內容來自Benzinga Earnings專欄,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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