| Stage | QCOM | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $10.3B | 100.00% | $96.2B | 100.00% | NVDA ×9.32 |
| Gross profit | $5.2B | 50.75% | $72.1B | 74.98% | NVDA +24.2pp |
| Operating income | $1.4B | 13.15% | $63.7B | 66.24% | NVDA +53.1pp |
| Pre-tax income | $1.2B | 11.36% | $71.5B | 74.32% | NVDA +63.0pp |
| Net income | $1.3B | 12.13% | $59.7B | 62.03% | NVDA +49.9pp |
| Stage | QCOM | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $10.3B100.00% | $96.2B100.00% | NVDA ×9.32 |
| Gross profit | 50.75%$5.2B | 74.98%$72.1B | NVDA +24.2pp |
| Operating income | 13.15%$1.4B | 66.24%$63.7B | NVDA +53.1pp |
| Pre-tax income | 11.36%$1.2B | 74.32%$71.5B | NVDA +63.0pp |
| Net income |
| 12.13%$1.3B |
| 62.03%$59.7B |
| NVDA +49.9pp |
QCOM · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
NVDA · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
QCOM 10-KNov 4 '26
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and GlobalFoundries.”
NVDAFeb 25 '26
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
QCOM 10-KNov 4 '26
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and GlobalFoundries.”
NVDAFeb 25 '26
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”