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Qualcomm QCOM Licensing

Licensing at other companies

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$3.44M+59.7%

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$165.41B+5.1%
Enterprise value$175.65B+6.9%
P/E11×-8.0×
P/S3.8×+0.1×

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 ratio-1.2×

Where this comes from

Reported directly by Qualcomm in its filing.

Tagged under the XBRL concept qcom:LicensingRevenues.

The source filing: Qualcomm’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 4:02 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0000804328-26-000086
Line itemThree Months Ended / June 28,2026Three Months Ended / June 29,2025Nine Months Ended / June 28,2026Nine Months Ended / June 29,2025
Revenues:
Equipment and services$8,475$8,893$28,002$28,193
Licensing1,4721,4724,7964,820
Total revenues9,94710,36532,79833,013
Costs and expenses:
Cost of revenues4,6704,60615,13814,704
Research and development2,6072,2267,5236,672
Selling, general and administrative9767712,7382,200

ITEM 1. CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Qualcomm's licensing?
Qualcomm (QCOM) reported licensing of $1.47B in Q2 2026.
How has Qualcomm's licensing changed year-over-year?
Qualcomm's licensing decreased by 0.0% year-over-year, from $1.47B to $1.47B.
What is the long-term trend for Qualcomm's licensing?
Over 4 years (2021 to 2025), Qualcomm's licensing has grown at a -1.5% compound annual growth rate (CAGR), from $6.83B to $6.41B.
What does licensing mean?
This metric captures income derived from granting third parties the right to use the company's intellectual property and patented technologies. It represents a high-margin revenue stream that leverages the company's foundational R&D investments. Consistent licensing revenue is a key indicator of the company's market dominance and the essential nature of its technology standards.

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