QUALCOMM Management
Management criteria checks 3/4
QUALCOMM's CEO is Cristiano Amon, appointed in Jan 2018, has a tenure of 8.25 years. total yearly compensation is $29.70M, comprised of 4.5% salary and 95.5% bonuses, including company stock and options. directly owns 0.02% of the company’s shares, worth $33.92M. The average tenure of the management team and the board of directors is 4.4 years and 5.9 years respectively.
Key information
Cristiano Amon
Chief executive officer
US$29.7m
Total compensation
| CEO salary percentage | 4.55% |
| CEO tenure | 8.3yrs |
| CEO ownership | 0.02% |
| Management average tenure | 4.4yrs |
| Board average tenure | 5.9yrs |
Recent management updates
Recent updates
Qualcomm Q2 Earnings Preview: AI Optionality Is Back In Focus
Apr 25
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.
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.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.
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.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.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.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.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.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.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.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.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.
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.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.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.QUALCOMM (NASDAQ:QCOM) Is Increasing Its Dividend To $0.89
May 06
Qualcomm: Cheap For A Reason
Apr 28Why Qualcomm Stock Is A Buy Before Q2 Earnings Release
Apr 22Qualcomm: Raising My Price Target Despite The AI Growth Story In Question
Mar 18Why 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 comQualcomm: Moving Beyond Apple
Feb 13Qualcomm: Prime Position For Growth
Feb 03Qualcomm: Riding The AI Wave
Jan 17Why Qualcomm's Future Isn't Just Phones
Jan 08QUALCOMML: Edge-AI Computing Is Sneaking Up Everywhere
Dec 26Qualcomm Stock Is Ready To Break Out (Technical Analysis)
Dec 03Qualcomm: Take Time To Savor Its AI Gains
Nov 27Qualcomm: Why I'm Bullish On Both Fundamental And Technical Indicators
Nov 18CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$4b |
Compensation vs Market: Cristiano's total compensation ($USD29.70M) is above average for companies of similar size in the US market ($USD14.57M).
Compensation vs Earnings: Cristiano's compensation has been consistent with company performance over the past year.
CEO
Cristiano Amon (55 yo)
8.3yrs
Tenure
US$29,701,097
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 8.3yrs | US$29.70m | 0.020% $ 33.9m | |
| Executive VP | 6.7yrs | US$13.14m | 0.0029% $ 4.8m | |
| Executive VP | 4.4yrs | US$9.00m | 0.0022% $ 3.7m | |
| Executive VP | 18.9yrs | US$9.70m | 0.0024% $ 4.1m | |
| Executive VP & Chief Technology Officer of Qualcomm Technologies | 1.2yrs | US$9.87m | 0.0083% $ 13.8m | |
| Senior VP & Chief Accounting Officer | less than a year | no data | 0.000020% $ 33.3k | |
| Senior Vice President of Investor Relations | less than a year | no data | no data | |
| Executive VP & Chief Marketing Officer | 3.3yrs | no data | no data | |
| Executive VP and Chief Strategy & Corporate Development Officer | 2yrs | no data | no data | |
| Executive VP & Chief Human Resources Officer | 6.1yrs | US$5.70m | 0.0040% $ 6.7m | |
| EVP, Group GM of Automotive | no data | no data | no data | |
| President of Qualcomm Latin America & VP of Qualcomm Servicos de Telecomunicacões Ltda | 5.3yrs | no data | no data |
4.4yrs
Average Tenure
54yo
Average Age
Experienced Management: QCOM's management team is considered experienced (4.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 4.8yrs | US$29.70m | 0.020% $ 33.9m | |
| Independent Director | 7.8yrs | US$390.00k | 0.00029% $ 482.7k | |
| Independent Director | 9.5yrs | US$405.00k | 0.0035% $ 5.8m | |
| Independent Director | 10.3yrs | US$415.00k | 0.00093% $ 1.5m | |
| Independent Director | 7.5yrs | US$465.00k | 0.00094% $ 1.6m | |
| Independent Director | 5.8yrs | US$410.00k | 0.00033% $ 549.3k | |
| Independent Director | 5.9yrs | US$390.00k | 0.00079% $ 1.3m | |
| Independent Chairman of the Board | 10.8yrs | US$606.90k | 0.0028% $ 4.6m | |
| Independent Director | 5.4yrs | US$398.50k | 0.00041% $ 682.5k | |
| Independent Director | 1.5yrs | US$481.67k | no data | |
| Independent Director | less than a year | US$146.63k | 0.00034% $ 565.9k |
5.9yrs
Average Tenure
60yo
Average Age
Experienced Board: QCOM's board of directors are considered experienced (5.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 01:49 |
| End of Day Share Price | 2026/04/30 00:00 |
| Earnings | 2026/03/29 |
| Annual Earnings | 2025/09/28 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
QUALCOMM Incorporated is covered by 71 analysts. 30 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |