Qualcomm Inc. (NASDAQ: QCOM) beats Q3 FY2026 adjusted Non-GAAP EPS consensus of approx. USD 1.40 per share (July 29, 2026, after market close)
Miss
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Qualcomm reports Q3 FY2026 on July 29 after market close. Consensus: approx. USD 1.40 Non-GAAP EPS — a sharp decline vs. USD 2.29 a year ago (mobile market dynamics, elevated chip inventories). Qualcomm has historically beaten EPS consensus in ~75% of quarters. Edge-AI chips (Snapdragon X Elite for PCs) could be a positive surprise. Headwinds: Arm licensing negotiations, weak China smartphone demand. No Polymarket market found.
Data basis for this prediction
- Barchart: Qualcomm Q3 FY2026 Earnings Preview – Non-GAAP-EPS-Konsens ~1,40 USD (2026)
- Yahoo Finance: Qualcomm Earnings Date 29. Juli 2026, Konferenz 13:45 Uhr PT (Juni 2026)
- MSN/MarketBeat: QCOM Q3 FY2026 – YoY-Rückgang auf ~1,40–1,53 USD erwartet; histor. Beat-Rate ~75 % (2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
Qualcomm meldete am 29. Juli 2026 nach Börsenschluss einen Non-GAAP EPS von 2,21 USD – weit über dem in der Vorhersage angenommenen Konsens von 1,40 USD, aber knapp unter dem tatsächlichen Marktkonsens von ~2,22–2,23 USD (Quellen: TradingView, Shacknews, Investing.com). Die Vorhersage scheitert auf zwei Ebenen: (1) Der angenommene Konsens von 1,40 USD war massiv falsch – der reale Konsens lag bei ~2,23 USD, was zeigt, dass die Ausgangsprämisse der Vorhersage fundamental fehlerhaft war. (2) Qualcomm verfehlte sogar den echten Konsens um 0,02 USD (EPS-Miss), statt ihn zu schlagen. Umsatz zwar geschlagen (9,95 Mrd. USD vs. ~9,69 Mrd. erwartet), aber EPS-Miss und schwacher Q4-Ausblick (u. a. wegen Apple-Umsatzrückgang und sinkender Handset-Nachfrage) ließen die Aktie im Nachhandel um ~7 % fallen. Quellen: https://www.tradingview.com/news/tradingview:0a5446b7c8471:0-qualcomm-reports-q3-fy2026-revenue-9-95b-gaap-eps-1-87-non-gaap-eps-2-21/ | https://www.shacknews.com/article/150195/qualcomm-qcom-q3-2026-earnings-results
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
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✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.