Qualcomm Inc. (NASDAQ: QCOM) reports Q4 FY2026 net revenue above $10.3 billion (July–September 2026, release ca. November 11, 2026, confirmed by Qualcomm IR or Bloomberg by November 12, 2026)
Pending
✦ AI-generated prediction
Published on 15. September 2026
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Predicted for 11. November 2026
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Based on: Historical Cycle
Qualcomm guided Q4 FY2026 revenue at $9.7-10.5B; analyst consensus is ~$10.15B (MarketBeat/Investing.com, September 15, 2026). Exceeding $10.3B requires a ~1.5% beat. Qualcomm's most recent revenue surprise was +2.79%; Q2 FY2026 (Jan-Mar) already reached $10.6B. Tailwinds: Snapdragon X AI-PC demand and Snapdragon 8 Elite Gen 2 smartphone traction. Headwinds: seasonal summer weakness and Huawei competition in China. No Polymarket market; estimate anchored on guidance top-end and historical beat frequency.
Data basis for this prediction
- Qualcomm Q2 FY2026 Earnings Release: Umsatz 10,6 Mrd. USD (veröffentlicht Q2/2026)
- MarketBeat/Investing.com: QCOM Q4 FY2026 Konsensschätzung 10,15 Mrd. USD; Guidance 9,7–10,5 Mrd. USD (Stand: 15. September 2026)
- Investing.com: Qualcomm jüngste Revenue-Surprise +2,79 % (zuletzt berichtet)
- Qualcomm IR: Q4 FY2026 Berichtstag ca. 11. November 2026 (bestätigt durch Investor Relations)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
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💻 Technology
✦ AI
Microsoft reported 43% Azure revenue growth year-on-year in Q4 FY2026 (April–June 2026) and guided for ~45% Azure growth in Q1 FY2027 (July–September 2026) (Seeking Alpha, July 29, 2026). Analysts from Barclays and Bernstein confirm the bullish outlook, citing AI-driven Azure demand (Copilot, Azure OpenAI). Total revenue guidance for Q1 FY2027: $89.85–$90.95B (vs. analyst consensus of $89.66B). Azure >42% is highly probable given explicit management guidance of ~45%; downside risks include data center capacity constraints and macro-driven IT budget cuts resulting from the FOMC rate-hiking cycle. No Polymarket market for this event; calibrated against management guidance and analyst consensus.
💻 Technology
✦ AI
Salesforce opened at $256.38 on September 15, 2026 (+2.12% vs. prior day) — the market is already pricing in Dreamforce expectations. September 16 Investor Day is expected to reveal Agentforce metrics (ARR already at $1.5bn, +240% YoY) and expanded AI offerings. Analyst consensus: Buy, targets $267–$310. An additional +2% on September 16 requires Investor Day to exceed already elevated expectations (cRPO growth, Agentforce penetration). Historical: Dreamforce 2023 +7%, 2022 -3%, 2021 +5%. AI market saturation and prior-day gains dampen the probability. No Polymarket market for CRM daily reaction.