## Filings that contain financial statements - **8-K, accession 0000804328-25-000084 (filed November 5, 2025)** — Exhibit 99.1 press release furnishes the fourth-quarter and full fiscal-year 2025 (periods ended September 28, 2025) condensed consolidated balance sheets, statements of operations and statements of cash flows, plus GAAP-to-non-GAAP reconciliations. - **8-K, accession 0000804328-26-000016 (filed February 4, 2026)** — Exhibit 99.1 furnishes first-quarter fiscal 2026 (period ended December 28, 2025) condensed consolidated balance sheets, statements of operations and statements of cash flows. - **8-K, accession 0000804328-26-000060 (filed April 29, 2026)** — Exhibit 99.1 furnishes second-quarter fiscal 2026 (period ended March 29, 2026) condensed consolidated balance sheets, statements of operations (three- and six-month columns) and statements of cash flows (six-month). - **8-K, accession 0000804328-26-000085 (filed July 29, 2026)** — Exhibit 99.1 furnishes third-quarter fiscal 2026 (period ended June 28, 2026) condensed consolidated balance sheets, statements of operations (three- and nine-month columns) and statements of cash flows (nine-month). - **8-K, accession 0000804328-25-000044 (filed July 30, 2025)** — Exhibit 99.1 furnishes third-quarter fiscal 2025 (period ended June 29, 2025) condensed consolidated balance sheets, statements of operations (three- and nine-month columns) and statements of cash flows (nine-month). - **Form 10-K, accession 0000804328-25-000085 (filed November 5, 2025)** — full audited consolidated financial statements for fiscal year ended September 28, 2025. - **Form 10-Q, accession 0000804328-26-000086 (filed July 29, 2026)** — condensed consolidated financial statements for the quarter and nine months ended June 28, 2026. ## M&A: Alphawave Semi and Modular Inc **Alphawave acquisition — signed June 2025, closed December 18, 2025 in the first quarter of fiscal 2026.** On June 9, 2025, Qualcomm and its subsidiary Aqua Acquisition Sub LLC announced a recommended acquisition of the entire issued share capital of Alphawave IP Group plc under the UK Takeover Code, offering $2.48 in cash per Alphawave share (with stock and exchangeable-security alternatives); up to roughly 15.6 million Qualcomm shares could be issued in connection with the deal (8-K, accession 0001104659-25-057814). The company's fiscal 2025 year-end balance sheet (filed with the November 5, 2025 8-K, accession 0000804328-25-000084) carried $2,323 million of restricted cash tied to the pending deal. Qualcomm's press release announcing first-quarter fiscal 2026 results, furnished with the 8-K filed February 4, 2026 (accession 0000804328-26-000016), is headlined "Completed Acquisition of Alphawave Semi Accelerating Our Expansion into Data Centers," and the accompanying balance sheet (period ended December 28, 2025) shows the $2,323 million restricted cash balance gone to zero, with goodwill rising from $11,358 million to $14,183 million. Guidance in that release states the outlook "includes our recent acquisition of Alphawave IP Group plc, which is included in our Data Center nonreportable segment." **Modular Inc acquisition — signed June 21, 2026 in fiscal Q3 2026, closed July 28, 2026 in fiscal Q4 2026, after the quarter end.** On June 21, 2026, Qualcomm entered into a definitive agreement to acquire Modular Inc, with consideration expected to be up to approximately 19.2 million shares of Qualcomm common stock (8-K, accession 0001104659-26-077071). On July 31, 2026, Qualcomm filed a prospectus supplement disclosing that it "issued such 17,826,566 Shares as consideration for the acquisition of Modular" in a private placement, referencing a Registration Rights Agreement dated July 28, 2026 (8-K, accession 0001104659-26-089234). Per the 10-Q filed July 29, 2026 (accession 0000804328-26-000086), Note 8, Acquisitions, "On July 28, 2026, we completed the acquisition of Modular Inc," valuing the transaction at approximately $3.1 billion; the note tags the acquisition as a subsequent event, since the deal closed after fiscal Q3 2026 ended June 28, 2026. The press release furnished with the July 29, 2026 8-K reporting third-quarter fiscal 2026 results (accession 0000804328-26-000085) is headlined "Completed Acquisition of Modular Inc Creating an Open Software Foundation for Generative and Agentic AI," reporting the already-closed deal as of its filing date even though the close fell in fiscal Q4 2026. ## Earnings results and guidance - **July 30, 2025 (accession 0000804328-25-000044):** Third-quarter fiscal 2025 results, the year-ago comparison quarter for the third quarter of fiscal 2026 results below. Revenues of $10,365 million (GAAP EPS $2.43, non-GAAP EPS $2.77). QCT revenues of $8,993 million (handsets $6,328 million, automotive $984 million, IoT $1,681 million) and QTL revenues of $1,318 million; combined QCT automotive and IoT revenues up 23% year over year with record QCT automotive revenues. Fourth-quarter fiscal 2025 guidance called for revenues of $10.3 billion-$11.1 billion and non-GAAP diluted EPS of $2.75-$2.95. - **November 5, 2025 (accession 0000804328-25-000084):** Fourth-quarter and full fiscal 2025 results. Fiscal 2025 GAAP revenues of $44.3 billion, GAAP EPS of $5.01 and non-GAAP EPS of $12.03. Fourth-quarter GAAP net loss of $3,117 million (GAAP diluted loss per share of $2.89) reflected a non-cash $5.7 billion charge to establish a valuation allowance against U.S. federal deferred tax assets following enactment of the One Big Beautiful Bill Act, which the company said would keep its effective tax rate in a 13%-14% range going forward. First-quarter fiscal 2026 guidance called for revenues of $11.8 billion-$12.6 billion and non-GAAP diluted EPS of $3.30-$3.50. - **February 4, 2026 (accession 0000804328-26-000016):** First-quarter fiscal 2026 revenues of a record $12.3 billion (GAAP EPS $2.78, non-GAAP EPS $3.50), with record QCT and total-company revenues and a second consecutive quarter of automotive QCT revenue above $1 billion. Management said the near-term handset outlook was affected by industry-wide memory supply constraints. Second-quarter fiscal 2026 guidance called for revenues of $10.2 billion-$11.0 billion and non-GAAP diluted EPS of $2.45-$2.65. - **April 29, 2026 (accession 0000804328-26-000060):** Second-quarter fiscal 2026 revenues of $10.6 billion (GAAP EPS $6.88, non-GAAP EPS $2.65); GAAP net income included a $5.7 billion income tax benefit from releasing the valuation allowance established in the fourth quarter of fiscal 2025, following additional Treasury/IRS guidance on the corporate alternative minimum tax. The release reported $5.4 billion of share repurchases completed in the first half of fiscal 2026 and separately noted a new $20 billion repurchase authorization, which the 10-Q dates to March 17, 2026 (per the 10-Q, Note 4, Capital Stock; see Capital returns below). Third-quarter fiscal 2026 guidance called for revenues of $9.2 billion-$10.0 billion and non-GAAP diluted EPS of $2.10-$2.30, reflecting expected continued memory-supply-constraint headwinds on handset demand, particularly from Chinese OEMs. - **July 29, 2026 (accession 0000804328-26-000085):** Third-quarter fiscal 2026 revenues of $9.9 billion (GAAP EPS $1.87, non-GAAP EPS $2.21), down from $10.4 billion a year earlier, with automotive QCT revenue up 61% year-over-year and its 23rd consecutive quarter of double-digit growth. Management cited a broad-based increase in input costs across wafer fabrication, assembly, test, advanced packaging and memory, and said it was raising product pricing to offset the impact over time. Fourth-quarter fiscal 2026 guidance called for revenues of $9.7 billion-$10.5 billion and non-GAAP diluted EPS of $2.05-$2.25. ## Capital returns Each quarterly earnings release in the window reported ongoing dividends and buybacks: $2.8 billion of repurchases and $967 million ($0.89 per share) of dividends in the third quarter of fiscal 2025; $2,443 million of repurchases and $957 million of dividends in the fourth quarter of fiscal 2025 ($8,791 million and $3,805 million, respectively, for full fiscal 2025); $2.6 billion of repurchases and $949 million of dividends in the first quarter of fiscal 2026; $2.8 billion of repurchases and $945 million of dividends in the second quarter of fiscal 2026; and $1.4 billion of repurchases and $973 million of dividends in the third quarter of fiscal 2026 (accessions 0000804328-25-000044, 0000804328-25-000084, 0000804328-26-000016, 0000804328-26-000060 and 0000804328-26-000085, respectively). Per the 10-Q filed July 29, 2026 (accession 0000804328-26-000086), Note 4, Capital Stock, Qualcomm announced a new $20.0 billion stock repurchase program on March 17, 2026 — in addition to the then-remaining $2.1 billion of authority under the November 2024 program — with $20.6 billion remaining authorized at June 28, 2026; the March 17, 2026 8-K (accession 0000804328-26-000041) carried only Item 5.07 annual-meeting voting results and did not disclose the authorization. The April 29, 2026 earnings release (second-quarter fiscal 2026) reported the $20 billion authorization as part of its first-half capital-returns summary rather than announcing it. ## Strategic collaboration and warrant issuance with Amazon On September 3, 2026, Qualcomm entered a strategic collaboration with Amazon Data Services and its affiliates covering the purchase of Qualcomm Technologies' server chip products, technology, systems and manufacturing services, and issued a warrant to an Amazon affiliate to acquire up to 25,000,000 shares of Qualcomm common stock at an exercise price of $161.26 per share. The warrant expires September 3, 2036, vests in tranches tied to execution of commercial arrangements and actual purchases by Amazon up to a maximum of $60 billion in payments, and had 3,750,000 shares vested upon issuance based on initial purchase commitments (8-K, accession 0001104659-26-105718, filed September 8, 2026). ## Governance and leadership - **August 25, 2025 (accession 0000804328-25-000049):** Neil Martin stepped down as Chief Accounting Officer to become Senior Vice President, Corporate Development, leading M&A; Patricia Grech was appointed Senior Vice President and Chief Accounting Officer. - **September 2, 2025 (accession 0000804328-25-000054):** The board elected Dr. Jeremy (Zico) Kolter, a Carnegie Mellon machine learning professor, as a new director. - **December 9, 2025 (accession 0000804328-25-000096):** The board adopted amended and restated bylaws enabling stockholders with at least 25% continuous net long ownership, held for at least one year, to call a special meeting. - **December 10, 2025 (accession 0000804328-25-000098):** Director Kornelis (Neil) Smit announced he will retire from the board effective at the 2026 annual meeting, after nearly eight years of service. - **January 13, 2026 (accession 0000804328-26-000008):** Director Christopher D. Young announced he will step down from the board effective at the 2026 annual meeting to focus on his new role as CEO of Vertex, Inc. - **March 17, 2026 (accession 0000804328-26-000041):** At the 2026 annual meeting, all eleven director nominees were elected, PricewaterhouseCoopers LLP was ratified as auditor, the say-on-pay proposal was approved, stockholders voted to continue annual say-on-pay votes, and the amended 2023 Long-Term Incentive Plan (with a 24,000,000-share increase to the reserve) was approved. Two stockholder proposals — to lower the threshold for calling a special meeting and for a report on China exposure risk — were not approved. No other current-report filings in this window disclosed material impairments, restructurings, going-concern issues or debt defaults.