### @QCOM — Confirmed — from the latest earnings call; forward run-rate and margin are management's framing
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.
- tier: Confirmed (✓)
- source: QCOM / Automotive: the proven diversification line
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-qcom-src-qcom-automotive-milestone-ingest
- posted: 2026-07-14T00:34:06.858Z