Qualcomm (QCOM): FY26 Q2 earnings call, Apr 29, 2026
No Kalshi or Polymarket word markets were listed for Qualcomm’s Apr 29, 2026 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…is off to a great start. We're pursuing multiple opportunities with large hyperscalers, cloud service providers, sovereign AI projects, and other global partners. Building on…
…now expect initial shipments for a custom silicon engagement at a leading hyperscaler later this calendar year. We look forward to providing an update on…
…very excited. The only thing I can tell, it is a large hyperscaler, and we're really thinking about, you know, a multi-generation engagement, but I…
…center briefly, and to clarify what you mentioned in terms of the hyperscaler engagement for the December quarter, is that an engagement for an accelerator…
Okay. For my follow-up, Cristiano, back to this hyperscaler discussion. I realize you'll give more details at Analyst Day, but is Qualcomm's intention to approach…
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