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.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of QCOM revenue | Skew |
|---|---|---|---|
| AMKRAmkor Technology | 10.20% | 1.55% | 6.6× |
| AAPLApple | 1.06% | 10.00% | 9.4× |
| ARMARM Holdings PLC | 9.00% | 1.00% | 9.0× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“In fiscal 2024, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”
$4.4B relationship9.4× more of QCOM’s book than AAPL’s
basisQCOM fy2025 · closed 2025-09 $44.3BAAPL fy2025 · closed 2025-09 $416B
FILING10-K0000804328-24-000075cik 0000804328
“In fiscal 2024, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”
$4.4B relationship
basisQCOM fy2025 · closed 2025-09 $44.3B
FILING10-K0000804328-24-000075
“In fiscal 2024, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”
$4.4B relationship
basisQCOM fy2025 · closed 2025-09 $44.3B
FILING10-K0000804328-24-000075
“We can provide no assurances regarding the outcome of either litigation or how the litigation will affect our relationship with or revenue from Qualcomm, which is currently a major customer of ours and accounted for 9% of our total revenue for the fiscal year ended March 31, 2026.”
$443M relationship9.0× more of ARM’s book than QCOM’s
basisARM fy2026 · closed 2026-03 $4.9BQCOM fy2025 · closed 2025-09 $44.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“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 Global Foundries.”
FILING10-K0000804328-25-000085cik 0000804328
“In connection with an Asset Purchase Agreement by and among Qualcomm Technologies, Inc. and Qualcomm France SARL (collectively, Qualcomm) and us and certain of our subsidiaries dated October 9, 2013, pursuant to which we sold to Qualcomm certain assets and intellectual property related to our FlexNoC product (the Purchase Agreement), we and our affiliates retained a non-exclusive, worldwide, perpetual right under patents acquired under the Purchase Agreement to, among other things, manufacture, license and distribute certain FlexNoC products and certain modifications thereto (the Retained Rights).”
FILING10-K0001628280-26-007726cik 0001667011disclosed by AIP
“In addition, we and Qualcomm Technologies, Inc. entered into a License Agreement dated October 11, 2013 (the License Agreement) pursuant to which we and our affiliates obtained a license to, among other things, reproduce, use, license, and distribute certain FlexNoC-related works of authorship and technology that were acquired or owned by Qualcomm in connection with the Purchase Agreement for the purpose of enabling us to continue to offer and support FlexNoC products and certain modifications thereto (the Licensed Rights).”
FILING10-K0001628280-26-007726cik 0001667011disclosed by AIP
“Some of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.”
FILING10-K0001262039-26-000007cik 0001262039disclosed by FTNT
“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”
FILING10-K0000804328-24-000075cik 0000804328
“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”
FILING10-K0000804328-24-000075cik 0000804328
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Global Foundries, Samsung Electronics and Semiconductor Manufacturing International Corporation (SMIC).”
FILING10-K0000804328-24-000075cik 0000804328
“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.”
FILING10-K0001193125-26-057101cik 0000917273disclosed by RMBS
“On September 30, 2024, The Company signed a license with Qualcomm covering all patents Sequans has ever filed, and any future patents Sequans files through 30 June 2026., for an amount of $ 960,000 .”
FILING20-F0001383395-26-000082cik 0001383395disclosed by SQNS
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Global Foundries, Samsung Electronics and Semiconductor Manufacturing International Corporation (SMIC).”
FILING10-K0000804328-24-000075cik 0000804328
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Global Foundries, Samsung Electronics and Semiconductor Manufacturing International Corporation (SMIC).”
FILING10-K0000804328-24-000075cik 0000804328
“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”
FILING10-K0000804328-24-000075cik 0000804328
“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”
FILING10-K0000804328-24-000075cik 0000804328
“- $68 million decrease in revenues from the ending of the recognition of certain upfront license fee consideration in the first quarter of fiscal 2023 from our long-term license agreement with Nokia”
FILING10-K0000804328-24-000075cik 0000804328
“Product revenues from Huawei in fiscal 2024, prior to our license being revoked on May 7, 2024, were approximately $560 million.”
FILING10-K0000804328-24-000075cik 0000804328
“Inc. (" Qualcomm ") has licensed, on a non-exclusive basis, certain intellectual property to us under multiple agreements covering the sales of our products that incorporate the licensed IP. The royalty fees payable to Qualcomm are generally calculated based on a percentage of net sales in territories where the licensed IP is protected by a patent. The Qualcomm licenses expire in April 2030”
FILING10-K0001213900-26-043667cik 0001840317disclosed by VEEA
“We believe that we compete favorably in these areas based on our market position in the U.S. consumer network connected camera systems market, best-in-class technology, direct relationship with users and user engagement, trusted Arlo platform, strong Arlo brand and channel partners and deep strategic partnerships with key suppliers, such as Infineon Technologies Americas Corp, OmniVision Technologies Inc., Realtek Semiconductor Corp, and Qualcomm Incorporated.”
FILING10-K0001736946-26-000031cik 0001736946disclosed by ARLO
Watchlist prices, news filtered to it, and its next report on your desk.
FILING20-F0001973239-26-000097cik 0001973239disclosed by ARM
Qualcomm Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Radio & Tv Broadcasting & Communications Equipment
Prev close 187.76 · gapped below the open, then crossed back over prior close. High/low 189.71 at 2:00 pm ET, 178.08 at 4:00 am ET.
Qualcomm Inc has 12 disclosed suppliers and 9 disclosed customers. Each one is named in an SEC filing, either Qualcomm Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
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 +156.77%, in cloud.