What you need to know
- Qualcomm announced a record $11.67 billion revenue in the first fiscal-year quarter of 2025.
- The largest YoY boost came from automotive (61%), though handsets (13%) was the largest revenue source at $7.57 billion.
- Qualcomm CEO Cristiano Amon focused on "growing edge AI opportunity" demonstrated by DeepSeek AI.
- Arm has withdrawn its decision to terminate the Qualcomm architecture license agreement, preserving the latter's ability to sell custom Oryon CPUs.
