### @QCOM — Confirmed — from the latest earnings call; forward run-rate and margin are management's framing
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.
- tier: Confirmed (✓)
- source: QCOM / Automotive: the proven diversification line
- receipt: https://ticker.thevixguy.com/p/p-day-20260807-qcom-src-qcom-automotive-milestone-rotation
- posted: 2026-08-07T22:56:22.380Z