Qualcomm Inc (QCOM) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. The company operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies for use in wireless voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing CDMA2000, WCDMA,LTE and/or OFDMA-based 5G standards and their derivatives. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, and IoT, and investment for supporting the design and introduction of new products and services for voice and data communications, new industries, and applications. It also provides development, and other services and related products to the United States government agencies and their contractors. QUALCOMM Incorporated was incorpotared in 1985 and is headquartered in San Diego, California.
7 readings, 4 filed under bull and 3 under bear. Every figure is ours; the model chose the side.
the bull case· 4
10.00%
share of revenue from the largest disclosed customer Apple
10-Kfiled Nov 6 '249.00%
share of ARM Holdings PLC revenue sourced from QCOM per their filing
20-Ffrom their filing4
customers naming QCOM as a supplier in their own filings
sec filingsfrom their filings+1.24%
change in shares held by the ten largest reporting managers last quarter
13fJun 30 '26the bear case· 3
13 of 23
of the largest reporting managers reduced their stakes in the latest quarter
13fJun 30 '2684
managers whose positions together make up four fifths of the reported value
13fJun 30 '264 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realizedThe model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 16 '26 against the Nov 4 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
3,034 managers report a position worth $165.2B between them, and 84 of them hold 80% of it.
tall tick = annual report · 2 on record
Prev close 187.76 · gapped above the open, never looked back. High/low 189.40 at 5:30 am ET, 187.92 at 9:00 am ET.
Qualcomm Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Radio & Tv Broadcasting & Communications Equipment
Of the 6 companies Qualcomm Inc moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3663, Radio & Tv Broadcasting & Communications Equipment, from each company's own filings. Largest first.
QCOM (Qualcomm Inc) has 12 disclosed suppliers and 9 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: VEEA −7.21%, in cloud.