| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | July 29, 2026 | 10/12 | 2 high, 4 medium, 1 low flags | 4 | 1 | Call sheet → |
| Q2'26 | April 29, 2026 | 9/12 | 3 medium, 3 low flags | 3 | 1 | Call sheet → |
| Q1'26 | February 4, 2026 | 9/12 | 3 medium, 3 low flags | 4 | 0 | Call sheet → |
| Q4'25 | November 5, 2025 | 8/12 | 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | QCT handset revenues approximately $4.9B in Q3 Q3 guidance of $5.2B for Q4 suggests they hit this |
| Q3'26 | Missed | 20% share assumption at Apple Now 'materially lower' due to supply constraints |
| Q3'26 | Exceeded | Automotive exit run rate above $6B Raised to $7B exit run rate |
| Q3'26 | Exceeded | Share more details on data center at June Investor Day Not only shared details but announced revenue targets and customer wins |
| Q3'26 | Delivered | Initial data center shipments later this calendar year December quarter shipments confirmed with POs in hand |
| Q3'26 | Delivered | China Android bottoming in Q3 with return to sequential growth in Q4 Called the bottom correctly; Q4 showing double-digit sequential growth as promised |
| Q2'26 | Delivered | Data center customer traction and engagement Delivered with specific hyperscaler win and December shipment timeline - converted from narrative to binder |
| Q2'26 | Delivered | Automotive revenue growth acceleration Accelerated from 15% to 38% YoY growth, raised exit run rate target substantially |
| Q2'26 | Exceeded | Samsung share framework of greater than 70% Upgraded to approximately 75% for upcoming devices - delivered above framework |
| Q2'26 | Pending | China Android inventory drawdown to be temporary Now specifically calling Q3 as bottom with Q4 growth - more precise timeline provided |
| Q2'26 | Missed | Memory shortage expected to be temporary, return to prior run rate when conditions normalize Extended timeline to 'whole fiscal year' impact - conditions got worse, not better |
| Q2'26 | Pending | We expect 2027 to start showing in [data center] revenues Still on track with December hyperscaler shipments - moved closer to delivery but still early |
| Q1'26 | Pending | Update on data center roadmap in first half of 2026 Reconfirmed timeline for investor event with roadmap details |
| Q1'26 | Exceeded | QCT operating margins of 30% long-term target Delivered 31% EBT margin, above 30% target despite investments |
| Q1'26 | Delivered | Samsung Galaxy ~75% share assumption as baseline Maintained 75% expectation for upcoming Galaxy family, consistent with guidance |
| Q1'26 | Exceeded | Data center products to start leading to revenue ramp beginning in fiscal '28 Pulled timeline forward to fiscal '27 due to HUMAIN engagement progress |
| Q1'26 | Pending | 150 Snapdragon-powered PC designs to be commercialized through 2026 Reaffirmed timeline with 18 designs debuted at CES, tracking to target |
| Q1'26 | Delivered | Expect to close our Alphawave acquisition in the first calendar quarter of '26 Completed Alpha Wave SEMI acquisition as promised, adding high-speed connectivity for data centers |
| Q4'25 | Delivered | BMW ADAS launch later this year BMW iX3 launched with Snapdragon Ride Pilot as promised |
| Q4'25 | Pending | Advanced discussions with leading hyperscaler Details pushed to first half 2026 roadmap update - timeline extended |
| Q4'25 | Exceeded | Data center revenues to begin in fiscal '28 timeframe Pulled forward to fiscal '27 due to HUMAIN and accelerator progress |
| Q4'25 | Exceeded | QCT automotive revenues to grow approximately 35% in FY25 Delivered 36% growth vs 35% target |
| Q4'25 | Exceeded | QCT IoT revenues to grow approximately 20% in FY25 Delivered 22% growth vs 20% target |
| Q4'25 | Exceeded | More than 100 PC designs through 2026 Upgraded to approximately 150 designs - 50% increase in pipeline |
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