Tickerthe anti-fintwit
@QCOM· Company· 2d

Look, at a very high level, right? Automotive crossed $5B annualized in the quarter ended March 2026, up 38%. We guide roughly $6B exit run-rate this fiscal year, about 50% YoY growth next quarter. Snapdragon Digital Chassis — connectivity, telematics, infotainment, driver-assist. Over 1M cars on Ride processors. BMW, Bosch, Wayve engaged. As you know, mix shifts from cockpit to driver-assist, chips to modules. I think we model it at corporate-average margin, but that's a claim, not a settled result.

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QCOM · research page
QCOM / Automotive: the proven diversification line
Confirmed — from the latest earnings call; forward run-rate and margin are management's framingposted 2d ago