Qualcomm
Dependency
Two customers: 41% of revenue
Customers
Holdings
Regions
Suppliers
Line: solid ● customers (share of revenue) · dashed ◆ holding · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.
Relationships
10 documented relationships
| Type | Counterparty | Value | Period | Confidence | Reverse edge |
|---|---|---|---|---|---|
| names as supplier | TSMC | – | Sep 28, 2025 | 0.7 | no |
| names as supplier | ASE Technology | – | Sep 28, 2025 | 0.7 | no |
| names us as supplier | Nokia | – | Dec 31, 2025 | 0.7 | no |
| names as partner | NVIDIA | – | Sep 28, 2025 | 0.7 | no |
| names as partner | Broadcom | – | Sep 28, 2025 | 0.7 | no |
| names as partner | NXP | – | Sep 28, 2025 | 0.7 | no |
| names us as partner | Arm | – | Mar 31, 2026 | 0.7 | no |
| names (role not stated) | Apple | – | Sep 28, 2025 | 0.6 | no |
| names (role not stated) | Texas Instruments | – | Sep 28, 2025 | 0.6 | no |
| names us (role not stated) | Fortinet | – | Dec 31, 2025 | 0.6 | no |
Related party: not reported – No related-party statement naming any of the 100 covered companies (0 related-party statements in the 10-K filed Nov 5, 2025, none referring to them).
Holdings: not reported – No holding between this company and the other 99 companies in 13F-HR / 13G / Filing-Text.
SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 6 competitor mentions not counted as dependencies.
Revenue
Revenue FY2025: +13.7% vs. FY2024
$B per fiscal year. No segment mix chart: Only 1 consecutive fiscal years. FY2016: Breakdown (segments) in the dataset only from FY2022. FY2017: Breakdown (segments) in the dataset only from FY2022. FY2018: Breakdown (segments) in the dataset only from FY2022.
Debt
Total debt FY2025: +1.2% vs. FY2024
$B per fiscal year, as of fiscal year end. a = derived from reported components (calculation in the tooltip and in the sources).
Sources (19)
Dependency
- Customers · Largest customer 10-K, filed Nov 5, 2025 0000804328-25-000085
- Customers · Second-largest customer 10-K, filed Nov 5, 2025 0000804328-25-000085
- Regions · Largest market: China 10-K, filed Nov 5, 2025 0000804328-25-000085
Relationships (quotes)
- names as supplier TSMC 10-K, filed Nov 5, 2025 0000804328-25-000085“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.”
- names as supplier ASE Technology 10-K, filed Nov 5, 2025 0000804328-25-000085“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”
- names us as supplier Nokia 20-F, filed Mar 5, 2026 0001628280-26-015034“Work included the exploration of interoperable, multi-vendor AI in wireless networks with Qualcomm Technologies; 6G radio receiver leveraging AI to extend uplink range and enhance coverage with Rohde & Schwarz; and driving innovation in 6G energy efficiency and network resiliency with KDDI Research.”
- names as partner NVIDIA 10-K, filed Nov 5, 2025 0000804328-25-000085“Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
- names as partner Broadcom 10-K, filed Nov 5, 2025 0000804328-25-000085“Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
- names as partner NXP 10-K, filed Nov 5, 2025 0000804328-25-000085“Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
- names us as partner Arm 20-F, filed May 26, 2026 0001973239-26-000097“District Court for the District of Delaware alleging that, inter alia, Qualcomm and Nuvia breached the termination provisions of Nuvia’s Architecture License Agreement (the “Nuvia ALA”) with us by failing to destroy technology Nuvia developed under the Nuvia ALA, which we terminated in March 2022 based on Nuvia’s failure to obtain our consent to the assignment of the Nuvia ALA to Qualcomm.”
- names (role not stated) Apple 10-K, filed Nov 5, 2025 0000804328-25-000085“Consequently, to the extent Apple devices using our MDM products take share from our customers who purchase our integrated modem and application processor products, our revenues and margins may be negatively impacted.”
- names (role not stated) Texas Instruments 10-K, filed Nov 5, 2025 0000804328-25-000085“Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
- names us (role not stated) Fortinet 10-K, filed Feb 25, 2026 0001262039-26-000007“Our limited source components for particular appliances and suppliers of those components include specific types of CPUs from Intel and AMD, network and wireless chips from Broadcom, Marvell, Qualcomm and Intel, and memory devices from Intel, Micron, ADATA, Toshiba, Samsung and Western Digital.”
Revenue
- Revenue FY2025 10-K, filed Nov 5, 2025 0000804328-25-000085
- Revenue FY2024 (reference) 10-K, filed Nov 6, 2024 0000804328-24-000075
Debt
- Total debt FY2023 10-K, filed Nov 1, 2023 0000804328-23-000055Total debt = short-term debt $914M (us-gaap:DebtCurrent, 10-K 0000804328-23-000055) + long-term debt $14.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000804328-23-000055) = $15.4B
- Total debt FY2024 10-K, filed Nov 6, 2024 0000804328-24-000075Total debt = short-term debt $1.4B (us-gaap:DebtCurrent, 10-K 0000804328-24-000075) + long-term debt $13.3B (us-gaap:LongTermDebtNoncurrent, 10-K 0000804328-24-000075) = $14.6B
- Total debt FY2025 10-K, filed Nov 5, 2025 0000804328-25-000085Total debt = short-term debt $0.00 (us-gaap:DebtCurrent, 10-K 0000804328-25-000085) + long-term debt $14.8B (us-gaap:LongTermDebtNoncurrent, 10-K 0000804328-25-000085) = $14.8B
- Interest expense FY2025 10-K, filed Nov 5, 2025 0000804328-25-000085
Data quality
- Legal name
- QUALCOMM INC/DE
- CIK
- 0000804328
- Period
- FY2016 – Q3 FY2026
- Coverage
- 92.4% · 1137 reported · 415 derived · 128 missing · 310 not reported
missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.