What is Qualcomm's deferred revenue?

Qualcomm (QCOM) reported deferred revenue of $81M in Q2 2026.

How has Qualcomm's deferred revenue changed year-over-year?

Qualcomm's deferred revenue decreased by 12.9% year-over-year, from $93M to $81M.

What is the long-term trend for Qualcomm's deferred revenue?

Over 4 years (2021 to 2025), Qualcomm's deferred revenue has grown at a -33.5% compound annual growth rate (CAGR), from $364M to $71M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Qualcomm QCOM Deferred Revenue

Deferred Revenue at other companies

AppleAAPL

$9.54B+6.2%

AmbarellaAMBA

$17.04M+40.6%

InterDigitalIDCC

$325.74M+82.7%

AdeiaADEA

$33.78M-30.6%

Advanced Micro DevicesAMD

——

NvidiaNVDA

——

Other financials

Income statement

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Revenue$9.9B-4.0%

Gross profit$5.3B-8.4%

Operating income$1.6B-41.1%

Net income$2.0B-24.9%

EPS (diluted)$1.87-23.0%

Balance sheet

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Cash & equivalents$4.5B-41.7%

Total debt$14.8B-0.1%

Total equity$27.7B+1.7%

Total assets$57.4B+4.6%

Cash flow

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Operating cash flow$991.0M-65.5%

CapEx$496.0M+68.7%

Free cash flow$495.0M-80.8%

Valuation

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Market cap$171.68B-3.5%

Enterprise value$181.91B-1.7%

P/E11.4×-8.3×

P/S3.9×-0.2×

Profitability

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Gross margin54.2%-1.5pp

Operating margin23.2%-4.6pp

Net margin26.8%+3.4pp

FCF margin23.6%-3.2pp

Returns & leverage

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Return on equity44.6%+6.2pp

Debt / equity0.5×0.0×

Current ratio2×-1.2×

Where this comes from

Reported directly by Qualcomm in its filing.

Tagged under the XBRL concept us-gaap:DeferredRevenueNoncurrent.

The official record: Qualcomm’s 10-Q, filed July 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Qualcomm's deferred revenue?: Qualcomm (QCOM) reported deferred revenue of $81M in Q2 2026.
How has Qualcomm's deferred revenue changed year-over-year?: Qualcomm's deferred revenue decreased by 12.9% year-over-year, from $93M to $81M.
What is the long-term trend for Qualcomm's deferred revenue?: Over 4 years (2021 to 2025), Qualcomm's deferred revenue has grown at a -33.5% compound annual growth rate (CAGR), from $364M to $71M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.