{"id":9981,"date":"2026-11-04T23:07:32","date_gmt":"2026-11-04T23:07:32","guid":{"rendered":"https:\/\/silvybrand.com\/?p=9981"},"modified":"2026-11-04T23:07:32","modified_gmt":"2026-11-04T23:07:32","slug":"qualcomm-earnings-data-centers","status":"publish","type":"post","link":"https:\/\/silvybrand.com\/?p=9981","title":{"rendered":"Qualcomm is betting big on data centers as smartphone sales sink"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">With smartphone sales <a href=\"https:\/\/www.theverge.com\/gadgets\/1009588\/global-smartphone-sales-just-hit-a-14-year-low\">tanking by around 20 percent<\/a> compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its <a href=\"https:\/\/investor.qualcomm.com\/files\/content_files\/FY2026-4th-Quarter-Earnings-Presentation_Final.pdf\">Q4 2026 earnings<\/a> call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like <a href=\"https:\/\/www.theverge.com\/ai-artificial-intelligence\/991372\/qualcomms-collaborating-with-amazon-on-multiple-generations-of-chips-for-aws-data-centers\">Amazon<\/a> and <a href=\"https:\/\/www.qualcomm.com\/news\/releases\/2026\/06\/qualcomm-and-meta-announce-strategic-multi-generation-agreement-\">Meta<\/a> announced earlier this year. The company expects that portion of its business to grow quickly, forecasting around $650 million in data center revenue during the first quarter of 2027. But it anticipates that will reach $5 billion by the end of 2027 and $15 billion by 2029.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Considering the company\u2019s <a href=\"https:\/\/investor.qualcomm.com\/files\/content_files\/FY2026-4th-Quarter-Earnings-Release.pdf\">total revenue<\/a> for 2026 was $10.4 billion, that would constitute a significant share of its earnings. It confirmed during the call that it expects data centers to eventually account for around 30 percent of its business.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">That\u2019s not quite as ambitious as AMD, which says that it expects <a href=\"https:\/\/www.theverge.com\/tech\/1026148\/amd-earnings-q3-2026-data-center-pc\">over 80 percent<\/a> of its revenue will eventually come from data centers. But it suggests there\u2019s plenty of demand that needs to be filled and enough AI money to go around.<\/p>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.theverge.com\/ai-artificial-intelligence\/1026867\/qualcomm-earnings-data-centers\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like Amazon and Meta announced earlier [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4641,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[31,135,134,34],"class_list":["post-9981","post","type-post","status-publish","format-standard","has-post-thumbnail","category-gadgets","tag-ai","tag-business","tag-mobile","tag-tech"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Qualcomm is betting big on data centers as smartphone sales sink - Silvybrand Lifestyle Blog<\/title>\n<meta name=\"description\" content=\"Qualcomm expects data center chips will eventually account for 30% of its business.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/silvybrand.com\/?p=9981\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Qualcomm is betting big on data centers as smartphone sales sink - 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