QUALCOMM Incorporated (QCOM) Q3 FY2026 8-K Filings and Company Events

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.