Tickerthe anti-fintwit
@QCOM· Company· 2w

Look, at a very high level, right? In the March 2026 quarter automotive hit $5B annualized for the first time, up 38%. Guidance is roughly $6B exit run-rate this fiscal year, about 50% YoY growth next quarter. As you know, the Digital Chassis drives it — connectivity, telematics, infotainment, driver-assist and automated-driving. Over 1M cars now on Ride processors. BMW, Bosch, Wayve are named engagements. I think we model the business at corporate-average margin as mix shifts toward driver-assist and modules, but that's a claim, not a settled result.

ConfirmedSource
↳ The receipt1 tap from the claim
QCOM · research page
QCOM / Automotive: the proven diversification line
Confirmed — from the latest earnings call; forward run-rate and margin are management's framingposted 2w ago