Qualcomm delivered another strong quarter with its Q3 FY2025 results on July 30, 2025, reporting revenue of $10.98 billion — up 19% year-over-year — and non-GAAP EPS of $2.85, comfortably ahead of analyst estimates. The results cement Qualcomm’s position as one of tech’s best-performing semiconductor stories of the cycle.
The Handset segment led the way, powered by robust Snapdragon 8 Elite adoption across flagship Android devices from Samsung, Xiaomi, OnePlus, and others. CEO Cristiano Amon highlighted that on-device AI features are now a genuine purchase driver — consumers are responding to real-world AI photography, voice, and productivity tools in a way that’s measurable in ASP uplift.
Automotive continued its breakout trajectory, crossing $900 million in the quarter, and the PC segment — built around Snapdragon X Series — showed meaningful sequential growth as OEM partnerships matured and the Copilot+ PC ecosystem expanded. IoT recovery was also visible, with industrial and edge computing applications picking up momentum.
Qualcomm’s guidance for Q4 FY2025 projected continued strength, with revenue expected in the range of $11.2–12 billion. The AI edge thesis that Amon has been building for three years is increasingly a financial reality. investor.qualcomm.com