QUALCOMM マネジメント
マネジメント 基準チェック /34
QUALCOMMの CEO はCristiano Amonで、 Jan2018年に任命され、 の在任期間は 8.33年です。 の年間総報酬は$ 29.70Mで、 4.5%給与と95.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.019%を直接所有しており、その価値は$ 48.05M 。経営陣と取締役会の平均在任期間はそれぞれ4.5年と6年です。
主要情報
Cristiano Amon
最高経営責任者
US$29.7m
報酬総額
| CEO給与比率 | 4.55% |
| CEO在任期間 | 8.3yrs |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 4.5yrs |
| 取締役会の平均在任期間 | 6yrs |
経営陣の近況
Recent updates
Seeking Alpha • May 29
Qualcomm Is Not The Next Micron
Summary Qualcomm has surged on AI optimism, but its current valuation is overextended and unjustified by fundamentals. QCOM's AI exposure, including the ByteDance ASIC deal and Alphawave acquisition, is promising but remains speculative amid intense competition. Unlike Micron, QCOM lacks a critical market bottleneck or sustainable competitive moat in AI infrastructure. I rate QCOM a Sell, citing overvaluation, technical weakness, a flat earnings outlook, and persistent smartphone revenue headwinds. Read the full article on Seeking Alpha
ナラティブの更新 • May 21
QCOM: AI Data Center Opportunity Will Drive Future Re Rating
Analysts have raised the fair value estimate for Qualcomm to $257.08 from $195.77, citing higher Street price targets around $200 to $220 and a growing focus on the stock's exposure to AI and data center opportunities, even as some remain cautious about handset and Apple-related headwinds. Analyst Commentary Recent Street research on Qualcomm shows a split tape, with some firms turning more cautious on handset exposure while others highlight AI and data center potential as key parts of the story.
ナラティブの更新 • May 02
QCOM: Data Center And On Device AI Will Rebalance Handset Exposure
QUALCOMM's updated analyst price target of $168.50, up from $154.93, reflects analysts incorporating modestly higher revenue growth assumptions, a slightly lower discount rate, a higher future P/E multiple, and a small adjustment to profit margin expectations in light of the recent wave of target hikes and upgrades across major firms. Analyst Commentary Recent Street research on QUALCOMM shows a wide range of views, with several firms raising price targets or upgrading ratings and others cutting targets or moving to more cautious stances.ナラティブの更新 • Apr 18
QCOM: Diversification Into Automotive IoT And Data Center Will Drive Re Rating
Analysts trimmed their Qualcomm fair value estimate to about $196 from roughly $216, reflecting lower modeled revenue growth, a higher discount rate, and mixed views on smartphone demand, even as investors remain interested in the company’s profitability and diversification efforts. Analyst Commentary Recent Street research on Qualcomm points to a mixed backdrop, but there are several constructive themes emerging around diversification, data center exposure, and longer term growth drivers outside of core handsets.ナラティブの更新 • Apr 04
QCOM: Data Center AI Inference Will Offset Handset Weakness Over Time
Analysts have trimmed their QUALCOMM fair value estimate by about $2 to roughly $155, as a series of price target cuts and downgrades, partly offset by a few upgrades highlighting potential in data center and diversification beyond handsets, feeds into slightly lower revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on QUALCOMM has turned more mixed, with several firms trimming ratings and price targets while a smaller group highlights potential upside tied to diversification and data center exposure.ナラティブの更新 • Mar 21
QCOM: AI Inference And Diversification Will Offset Handset And Apple Headwinds
QUALCOMM's analyst fair value estimate has been reset from about $193 to about $157 as analysts factor in a slightly higher discount rate, more cautious profit margin expectations, and recent downgrades citing share loss in a shrinking handset market and the expected roll off of Apple business. Analyst Commentary Recent Street research around QUALCOMM is mixed, with a cluster of cautious calls focused on handset exposure and Apple concentration, and a smaller group of more optimistic views pointing to diversification and new revenue pools.
ナラティブの更新 • Mar 07
QCOM: AI Data Center And Advanced Nodes Will Balance Handset Risks
Analysts have nudged their long term price framework for Qualcomm slightly lower, trimming the future P/E assumption from 16.92x to 16.65x and modestly adjusting growth. They still point to potential upside in areas like AI data center, automotive and IoT as handset headwinds are reassessed across the Street.ナラティブの更新 • Feb 21
QCOM: AI And Advanced Node Progress Will Offset Handset And iPhone Content Risks
Analysts have lowered their fair value estimate for Qualcomm to $132 from $134, reflecting a series of recent price target cuts that rely on more cautious revenue growth assumptions, while projected profit margins and future P/E remain roughly unchanged. Analyst Commentary Recent Street research on Qualcomm has tilted more cautious, with a cluster of downgrades and price target trims pointing to increased concern about execution and growth risk in the handset business and related earnings power.ナラティブの更新 • Feb 07
QCOM: AI And Advanced Node Efforts Will Counter Handset Cycle Concerns
Analysts have trimmed their price targets on QUALCOMM, bringing our fair value estimate down to US$134.00 from about US$157.50. This reflects more cautious assumptions on revenue growth, profit margins, and future P/E after a series of target cuts and downgrades tied to handset market concerns.ナラティブの更新 • Jan 23
QCOM: Future AI Data Center And Android Strength Will Offset Handset Uncertainty
Analysts have trimmed their fair value estimate for Qualcomm to about US$157.50 from roughly US$159.45. This reflects slightly higher discount rate assumptions and updated views on revenue growth, margins, and future P/E multiples, following mixed price target moves and a broader reassessment of the company's handset and AI accelerator opportunities.ナラティブの更新 • Jan 09
QCOM: Premium Android Execution And AI Infrastructure Optionality Will Shape Balanced Outcomes
Analysts have nudged their fair value estimate for Qualcomm slightly higher to about $193, citing refreshed models that reflect recent price target increases following broad-based QCT strength, expanding premium-tier Android exposure, and growing attention on the company’s AI accelerator and data center opportunities. Analyst Commentary Recent Street research around Qualcomm highlights a mix of enthusiasm around execution in premium Android and AI, alongside caution on broader semiconductor sentiment and AI expectations.ナラティブの更新 • Dec 25
QCOM: Future AI And Android Momentum Will Balance Legal And Regulatory Risks
Analysts have raised their intrinsic value estimate for Qualcomm shares to approximately $159 from about $140, reflecting stronger expected top line growth, modestly higher margins, and increasing confidence that AI driven demand and premium Android share gains will support a richer earnings profile over time, despite a slightly higher perceived risk. Analyst Commentary Recent Street research on Qualcomm reflects a generally constructive view on the company, particularly around premium Android strength, AI exposure, and diversification beyond handsets.ナラティブの更新 • Dec 11
QCOM: Premium Android Strength And Emerging AI Inference Will Drive Balanced Future Outcomes
Analysts have modestly raised their price target on Qualcomm to about $205, citing broad based strength in premium Android handsets, autos and IoT; a solid earnings beat; and growing optionality from the company’s emerging AI and data center accelerator initiatives. Analyst Commentary Bullish analysts see Qualcomm's latest quarter as reinforcing a multi year growth narrative, with upside driven by premium Android share gains, expanding auto and IoT businesses, and early traction in AI accelerators.ナラティブの更新 • Nov 26
QCOM: Premium Android Demand And AI Expansion Will Drive Future Gains Despite Risks
QUALCOMM's analyst price target has increased modestly from $187.71 to $191.80, as analysts cite stronger than expected premium Android performance, resilient profit margins, and optimism surrounding the company's AI initiatives and diversified growth outlook. Analyst Commentary Recent analyst notes on QUALCOMM provide a nuanced outlook, highlighting both encouraging developments and lingering uncertainties for the company’s growth and valuation prospects.ナラティブの更新 • Nov 10
QCOM: Premium Android Demand And AI Expansion Will Balance Competitive Risks Ahead
The fair value estimate for QUALCOMM has been raised from $179.67 to $187.71. Analysts cite recent healthy results, robust demand for premium Android devices, success in new product launches, and expanding opportunities in AI and diversified end markets as reasons for this increase.
ナラティブの更新 • Oct 29
At a Discount Today, QUALCOMM Will Connect the Intelligent World of Tomorrow
In addition to edge computing, recent developments show that there are also opportunities for QCOM to leverage their expertise in energy & cooling efficiency within data centers - their new rack series is well positioned to be a highly efficient and low cost NPU, plenty of opportunity to be selected on anything besides training models. Deals with HUMAIN, IRDM, and other companies along with this NPU use in data centers alongside the prior items outlined (I.e. edge computing) give me even further optimism.ナラティブの更新 • Oct 27
AI Momentum And Datacenter Deals Will Drive Broader Market Confidence Ahead
QUALCOMM's analyst price target has edged up from $177.71 to $179.67 per share as analysts cite building momentum from new AI product launches, expanding datacenter partnerships, and growing confidence in the company's ongoing strategic transformation. Analyst Commentary Analyst opinions remain mixed following Qualcomm's recent AI announcements, with both optimism and caution reflected in the latest research notes.ナラティブの更新 • Sep 04
AI, IoT And Data Center Expansion Will Unlock Future Upside
Analysts maintain a stable price target for QUALCOMM at $177.71, supported by optimism in diversification into automotive, AI, and IoT despite conservative near-term guidance, as recent results slightly exceeded expectations and management’s transformation efforts bolster confidence in future growth. Analyst Commentary Bullish analysts highlight building momentum from emerging opportunities in advanced driver-assistance systems, robotics, personal AI devices, datacenter, and industrial automation, forecasting stronger fundamentals starting fiscal 2027.Seeking Alpha • Apr 28
Qualcomm: Cheap For A Reason
Summary QCOM is undervalued due to its dependence on the cyclical mobile phone market and potential loss of Apple revenue. Despite diversification efforts, the company remains heavily reliant on handset sales, with IoT showing weak performance and automotive growth being incremental. Tariff risks and potential loss of Chinese OEMs pose significant threats, while the loss of Apple modem revenue is a certainty. Given the risks and modest upside, I rate QCOM as a Hold, pending significant traction in IoT or extended Apple modem use. Read the full article on Seeking AlphaSeeking Alpha • Apr 22
Why Qualcomm Stock Is A Buy Before Q2 Earnings Release
Summary I maintain a "Buy" rating on Qualcomm (QCOM) due to its resilient business model, strong cash flow, and significant shareholder returns, despite recent market sell-off. Qualcomm's Q1 2025 earnings exceeded expectations with record revenues of ~$11.7 billion and non-GAAP EPS of $3.41, driven by strong QCT and IoT segment performance. Qualcomm's legal victory against Arm Holdings removes a major overhang, enhancing its expansion potential in PCs, automotive, and AI-driven devices. Despite uncertainties like U.S.-China trade tensions and Apple's potential exit, Qualcomm's diversified growth and undervalued stock price present a >22% upside potential. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Qualcomm: Raising My Price Target Despite The AI Growth Story In Question
Summary I maintain a buy rating on QCOM, seeing shares as significantly undervalued, despite recent underperformance and solid earnings growth. Qualcomm's Q1 FY 2025 results were strong, driven by robust returns from its QCT portfolio, with notable growth in IoT and automotive segments. Risks include competition, uncertainties with Huawei, and potential margin pressures from rising manufacturing costs. Technically, QCOM shows a mixed but generally constructive pattern, with near-term support at $150 and a potential breakout above the mid-$170s. Read the full article on Seeking Alpha新しいナラティブ • Mar 04
Why Qualcomm’s Growth Is Just Starting
Strong Start to FY2025: Record Revenues and EPS GrowthQualcomm (QCOM) started off on a strong note in Fiscal Year 2025 by posting historic revenues of $11.7 billion, up 18% year-on-year (YoY). The comSeeking Alpha • Feb 13
Qualcomm: Moving Beyond Apple
Summary Qualcomm Incorporated is rapidly diversifying beyond handsets, targeting $22 billion in non-handset revenue by 2029, driven by AI, automotive, and IoT segments. Apple’s shift to in-house modems poses risks, but Qualcomm's diversified growth in AI PCs, smart glasses, and automotive sectors offsets potential losses. QCOM stock is undervalued, trading at ~15x FY25 EPS, with strong cash flows enabling share repurchases and a 2% dividend yield. Despite risks, Qualcomm's edge AI inferencing and robust non-handset opportunities make it a compelling buy at current prices. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Qualcomm: Prime Position For Growth
Summary Qualcomm is a global tech leader in wireless connectivity, AI, and IoT, but relies heavily on major customers like Apple, Samsung, and Xiaomi. Investors should monitor Qualcomm's key customers, as shifts like Apple's in-house modem development could impact Qualcomm's revenue. Qualcomm's push into the PC market faces challenges from dominant players Intel and AMD, potentially hindering future growth. Close attention to industry trends and customer performance is essential for evaluating Qualcomm's investment potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Qualcomm: Riding The AI Wave
Summary Qualcomm is diversifying beyond smartphones into automotive, IoT, and AI, with significant revenue growth in automotive and IoT segments. On-device AI is a key focus, with Qualcomm's specialized hardware like the Hexagon NPU and Oryon CPU cores enhancing performance and efficiency. The automotive segment shines, with Snapdragon digital chassis solutions driving revenue. Qualcomm aims to dominate ADAS and self-driving markets. Financially strong, Qualcomm reported 19% YOY revenue growth, robust EPS, and significant shareholder returns, despite dependency on major clients and geopolitical risks. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Why Qualcomm's Future Isn't Just Phones
Summary Qualcomm achieved 9% YoY revenue growth and 21% YoY EPS growth in FY24. Qualcomm targets $14B IoT revenue by FY29, $9B automotive revenue by FY31, and 70% PC notebook share by CY26. Design win pipeline grew 246% to $45B from CY21 to CY24, leveraging Snapdragon Digital Chassis. Qualcomm projects IoT revenues to grow 2.5x by FY29, fueled by AI and processing demand. Qualcomm aims for a 50/50 revenue split between the handset and non-handset businesses by 2030, reducing risks. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
QUALCOMML: Edge-AI Computing Is Sneaking Up Everywhere
Summary Qualcomm is diversifying beyond mobile handsets into automotive, IoT, and PCs, driven by edge-AI applications, boosting growth and reducing reliance on the mature mobile market. The company's Snapdragon platforms are well-positioned for edge-AI, with significant traction in automotive and IoT, and promising new Snapdragon X processors for PCs. Despite strong financials and growth potential, Qualcomm faces considerable risks from its high dependence on the Chinese market and potential trade tensions. While the stock is attractively priced and benefits from AI-driven tailwinds, the significant China-related risks make a full entry currently unwarranted. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$10b |
| Dec 28 2025 | n/a | n/a | US$5b |
| Sep 28 2025 | US$30m | US$1m | US$6b |
| Jun 29 2025 | n/a | n/a | US$12b |
| Mar 30 2025 | n/a | n/a | US$11b |
| Dec 29 2024 | n/a | n/a | US$10b |
| Sep 29 2024 | US$26m | US$1m | US$10b |
| Jun 23 2024 | n/a | n/a | US$9b |
| Mar 24 2024 | n/a | n/a | US$8b |
| Dec 24 2023 | n/a | n/a | US$8b |
| Sep 24 2023 | US$23m | US$1m | US$7b |
| Jun 25 2023 | n/a | n/a | US$9b |
| Mar 26 2023 | n/a | n/a | US$11b |
| Dec 25 2022 | n/a | n/a | US$12b |
| Sep 25 2022 | US$5m | US$1m | US$13b |
| Jun 26 2022 | n/a | n/a | US$13b |
| Mar 27 2022 | n/a | n/a | US$11b |
| Dec 26 2021 | n/a | n/a | US$10b |
| Sep 26 2021 | US$21m | US$1m | US$9b |
| Jun 27 2021 | n/a | n/a | US$9b |
| Mar 28 2021 | n/a | n/a | US$8b |
| Dec 27 2020 | n/a | n/a | US$7b |
| Sep 27 2020 | US$15m | US$1m | US$5b |
| Jun 28 2020 | n/a | n/a | US$3b |
| Mar 29 2020 | n/a | n/a | US$4b |
| Dec 29 2019 | n/a | n/a | US$4b |
| Sep 29 2019 | US$13m | US$1m | US$4b |
報酬と市場: Cristianoの 総報酬 ($USD 29.70M ) は、 US市場 ($USD 14.78M ) の同規模の企業の平均を上回っています。
報酬と収益: Cristianoの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Cristiano Amon (55 yo)
8.3yrs
在職期間
US$29,701,097
報酬
Mr. Cristiano Renno Amon serves as an Independent Director since October 2023 at Adobe Inc. He has been Chief Executive Officer of QUALCOMM Incorporated since June 30, 2021 and Director since June 30, 2021...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 8.3yrs | US$29.70m | 0.019% $ 48.1m | |
| Executive VP | 6.8yrs | US$13.14m | 0.0027% $ 6.8m | |
| Executive VP | 4.5yrs | US$9.00m | 0.0023% $ 5.8m | |
| Executive VP | 19yrs | US$9.70m | 0.0025% $ 6.3m | |
| Executive VP & Chief Technology Officer of Qualcomm Technologies | 1.3yrs | US$9.87m | 0.0084% $ 21.6m | |
| Senior VP & Chief Accounting Officer | less than a year | データなし | 0% $ 0 | |
| Senior Vice President of Investor Relations | less than a year | データなし | データなし | |
| Executive VP & Chief Marketing Officer | 3.3yrs | データなし | データなし | |
| Executive VP and Chief Strategy & Corporate Development Officer | 2.1yrs | データなし | データなし | |
| Executive VP & Chief Human Resources Officer | 6.2yrs | US$5.70m | 0.0038% $ 9.7m | |
| EVP, Group GM of Automotive | no data | データなし | データなし | |
| President of Qualcomm Latin America & VP of Qualcomm Servicos de Telecomunicacões Ltda | 5.3yrs | データなし | データなし |
4.5yrs
平均在職期間
54yo
平均年齢
経験豊富な経営陣: QCOMの経営陣は 経験豊富 であると考えられます ( 4.5年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 4.9yrs | US$29.70m | 0.019% $ 48.1m | |
| Independent Director | 7.9yrs | US$390.00k | 0.00029% $ 743.6k | |
| Independent Director | 9.6yrs | US$405.00k | 0.0035% $ 9.0m | |
| Independent Director | 10.3yrs | US$415.00k | 0.00094% $ 2.4m | |
| Independent Director | 7.6yrs | US$465.00k | 0.00095% $ 2.4m | |
| Independent Director | 5.8yrs | US$410.00k | 0.00034% $ 871.9k | |
| Independent Director | 6yrs | US$390.00k | 0.00080% $ 2.1m | |
| Independent Chairman of the Board | 10.8yrs | US$606.90k | 0.0028% $ 7.2m | |
| Independent Director | 5.5yrs | US$398.50k | 0.00041% $ 1.1m | |
| Independent Director | 1.6yrs | US$481.67k | データなし | |
| Independent Director | less than a year | US$146.63k | 0.00034% $ 871.9k |
6.0yrs
平均在職期間
60yo
平均年齢
経験豊富なボード: QCOMの 取締役会 は 経験豊富 であると考えられます ( 6年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/29 12:18 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/29 |
| 年間収益 | 2025/09/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
QUALCOMM Incorporated 34 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。72
| アナリスト | 機関 |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |