Qualcomm's Q2 2025: Unraveling Contradictions on Tariffs, Handset Demand, and AI's Role in ASPs
Earnings DecryptWednesday, May 7, 2025 2:37 am ET
2min read
Tariff impact on business and customer behavior, handset market performance and demand drivers, impact of AI on , and handset market strength in China are the key contradictions discussed in Qualcomm's latest 2025Q2 earnings call.
Revenue and Segment Performance:
- reported non-GAAP revenues of $10.8 billion for fiscal Q2 2025, with QCT revenues at $9.5 billion.
- The Automotive and IoT revenues increased significantly by 59% and 27%, respectively.
- The growth was driven by strong demand across Handsets, Automotive, and , exceeding revenue expectations.
AI and Modem Technology:
- Qualcomm's new X85 5G platform was announced, featuring advanced AI capabilities and high-speed connectivity.
- It supports 5G advanced capabilities with ultrafast peak download speeds up to 12.5 gigabits per second.
- The adoption of this platform is expected to enhance AI experiences and support new AI-powered services.
Market Expansion and Partnerships:
- Strong partnerships in the Automotive sector were reported, including 14 commercial vehicle launches and five ADAS programs.
- Qualcomm's Snapdragon Digital Chassis was adopted by several Chinese automakers like Nio and Zeekr.
- Expansion in this sector is supported by digi
Revenue and Segment Performance:
- reported non-GAAP revenues of $10.8 billion for fiscal Q2 2025, with QCT revenues at $9.5 billion.
- The Automotive and IoT revenues increased significantly by 59% and 27%, respectively.
- The growth was driven by strong demand across Handsets, Automotive, and , exceeding revenue expectations.
AI and Modem Technology:
- Qualcomm's new X85 5G platform was announced, featuring advanced AI capabilities and high-speed connectivity.
- It supports 5G advanced capabilities with ultrafast peak download speeds up to 12.5 gigabits per second.
- The adoption of this platform is expected to enhance AI experiences and support new AI-powered services.
Market Expansion and Partnerships:
- Strong partnerships in the Automotive sector were reported, including 14 commercial vehicle launches and five ADAS programs.
- Qualcomm's Snapdragon Digital Chassis was adopted by several Chinese automakers like Nio and Zeekr.
- Expansion in this sector is supported by digi
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