Qualcomm (QCOM): FY26 Q3 earnings call, Jul 29, 2026

Wed, Jul 29Earnings callSpeaker-labelled transcriptQualcomm

No Kalshi or Polymarket word markets were listed for Qualcomm’s Jul 29, 2026 earnings call (FY26 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “China”; 5 quoted, at least 25 words apart.

Cristiano Amoncompanyprepared · 11:01Hear it 11:00, Cristiano Amon

…signs of an agentic smartphone cycle that will grow over time. In China, major OEMs are preparing to bring new on-device agents and orchestrators to…

Cristiano Amoncompanyqa · 24:01Hear it 23:59, Cristiano Amon

…expect that fundamental changes in the premium tier and the higher tier volume. We maintain the position that China handset, this Q3 is the bottom.

Joseph Cardosoanalystqa · 24:21Hear it 24:15, Joseph Cardoso

…the December quarter, just given kind of the moving pieces here around obviously Apple and then the recovery on the China OEM side of things?

Ben Reitzesanalystqa · 34:21Hear it 34:19, Ben Reitzes

Thanks. Can I just follow up on the comment around China bottoming? Are you hearing from these customers that they're getting access to domestic Chinese…

Cristiano Amoncompanyqa · 34:44Hear it 34:43, Cristiano Amon

…Ben, couple parts to that question. I think what we've seen in China is, first of all, our revenue was the lowest in the June…

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