Qualcomm publishes transcript of Goldman Sachs Communacopia + Technology Conference appearance

Reuters2026/09/10 17:51

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Qualcomm transcript from Goldman Sachs Communacopia + Technology Conference, featuring CFO and COO Akash Palkhiwala in discussion with Goldman analyst James Schneider.
Outlined a multiyear Amazon custom silicon deal with optical connectivity, tied to warrants vesting against up to $60 billion purchases over 10 years.
Revenue from Amazon starts in the December quarter; Qualcomm reiterated about $5 billion data center revenue target for fiscal 2027.
Maintained $15 billion data center revenue target for fiscal 2029; cited Amazon, a second hyperscaler, Meta CPU, HUMAIN AI accelerator.
Gross margin seen roughly in line with current levels; operating margins expected to expand with scale toward a 30% target.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Qualcomm Inc. published the original content used to generate this news brief on September 10, 2026, and is solely responsible for the information contained therein.

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Qualcomm publishes transcript of Goldman Sachs Communacopia + Technology Conference appearance

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