Qualcomm (NASDAQ:QCOM) Reports Strong Q4, Next Quarter’s Sales Guidance is Optimistic – Yahoo Finance

The wireless chip maker Qualcomm (NASDAQ) reported that the results of the fourth quarter CY2024 have fallen below the expectation of Wall Street's earnings, increasing by 17.5 % year -on -year to $ 1167 billion. In addition, the next quarterly revenue guidance ($ 10.75 billion in mid -point) was surprisingly good, 4.2 % exceeded what the analyst was expecting. The $ 3.41 non -GAAP profit of $ 3.41 per share was 14.9 % higher than the analisto consensus estimation.

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• Revenue: The estimated value of $ 11.67 billion vs. analysts is $ 10.944 billion (17.5 % year -on -year, 6.7 % beat)

• Adjusted EPS: Estimate $ 3.41 vs analyst $ 2.97 (14.9 % beat)

• Adjusted EBITDA: According to $ 4.75 billion vs. analysts, $ 42.9 billion (40.7 % margin, 10.6 % beat)

• Q1 CY2025 profit guidance At $ 10.75 billion at the middle point, an estimated analyst estimated $ 10.3 billion

• Q1 Adjusted EPS guidance of CY2025 $ 2.80 at the middle point, exceeding $ 2.71 for analysts

• Operation margin: 30.5 %, consistent with the same period of the previous year

• Free cash flow margin: 36.9 %, increased from 27.5 % in the same period of the previous year

• Unpaid stock days: 111, decreased from 146 in the previous quarter

• Market capitalization: $ 191.3 billion

Qualcomm (nasdaq) is the main innovator of a wireless technology chip used in smartphones, cars, and objects on the Internet of smartphones, automobiles, and things, because Qualcomm (nasdaq) has been at the forefront. It is a manufacturer.

At this time, the largest demand drivers of processors (CPUs) and graphics chips are world -friendly related to high -performance computing in data center spaces, focusing on 5g and objects, autonomous driving, especially AI and machine learning. It is a trend. As with all semiconductor companies, digital chip manufacturers show some circulation, driven by the imbalance of supply and supply and exposure to the cycle of PC and smartphone products.

Checking the long -term sales performance of the company reveals insights on its quality. Any business can be short -term success, but top -notch business grows for years. In the past five years, Qualcomm has increased sales with a solid 10.7 % annual growth rate. Its growth has defeated the average semiconductor, and indicates that the product resonates with the customer. This is a useful starting point for analysis. The semiconductor is a periodic industry, and long -term investors need to prepare for the period of profit contracting following a high growth period.

StockStory has the highest emphasis on long -term growth, but in the semiconductor, half a year historic views may overlook new demand cycles and industry trends. Qualcom's recent history has shown a sharp pivot from five years, as the annual decline in the past two years has shown an annual decline of 2.7 %.

The story will continue

In this quarter, Quarcom reported a 17.5 % profit growth rate compared to the previous year, exceeding the $ 11.67 billion of the Wall Street estimated value. Currently, the company's management will lead to the increase in sales next year by 14.5 % from the previous year.

Looking further ahead, cellside analysts expect to increase their profits by 4.8 % in the next 12 months. This projection means that the new product and service promote the better top line performance, but still falls below the average of the sector. At least the company has been successfully tracked on another scale of financial health.

Software eats the world, and there are few industries that are not mentioned. This promotes increasing demand for tools that can help software developers to make jobs, such as monitoring important cloud infrastructure, integrating audio and video functions, and securing smooth content streaming. Click here to access the free report on your favorite three shares and play this generation of mega trends.。

Days Inventory Standing (DIO) is an important indicator for chip manufacturers because it reflects business strength, semiconductor demand and supply circulation. In a strict supply environment, stock tends to be stable, so that chip manufacturers can demonstrate price setting. DIO, which is steadily increasing, is a warning sign that demand is low, and if the stock is continuing to increase, the company may have to reduce production.

In this quarter, Qualcomm's Dio arrived at 111. This is within a day of 5 years. At present, these numbers do not show any signs of abnormal inventory accumulation.

I was impressed by the significant improvement of the inventory level of Qualcomm. I was also excited to break the analyst estimated value over all major metrics. After zooming out, this was a good quarter and the outlook was encouraging. The shares rose 1.6 % immediately after the report to $ 178.90.

Qualcomm had a long -term quarter, but one revenue result does not necessarily buy shares. Let's see if this is a good investment. The latest quarter is important, but when deciding whether the stock is purchased, it is not as long as long -term basics. A practical complete survey report that you can read here, it is free。