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QUALCOMM Incorporated

QCOM

Technology · 162.62 +0.2% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 11 Aug, 15:55 GMT-4

Jodie situation report

QUALCOMM Incorporated's move is spreading beyond its market group.

QCOM accounts for 2.1% of the group's measured movement across 6.3 effective names. raw member direction is mixed; 6 of 10 SPY-adjusted paths align to the upside. Capital-flow agreement is 27%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveCounter-move#9 of 10 by movement share
Group movement share2.1%Absolute path energy—not portfolio weight
Relative path-0.12%counter
Effective breadth6.3 / 10broad
Relative alignment6/10upside path · 3 counter-moving
Capital-flow agreement27%not yet clean
SEQUENCE READ

LSCC, SANM, GFS moved materially before QCOM. QCOM crossed its material path threshold at 13:05 ET. STM, NVTS, ADEA followed.

What changed
  • Net income increased 162.1% versus the comparable filing period.
  • Revenue decreased 3.5% versus the comparable filing period.
EVIDENCE COVERAGE

5 of 10 members in Semiconductor Technology are active. 3 of 8 disclosed connections are confirming.

What would change this read
  • At least 7 of 10 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MBLY remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 3 of 10 members or fewer.

Watch this read

Who this business touches

The relationships behind QCOM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AAPLApple Inc.customerApr 29, 2026 ▾

“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.”

AVGOBroadcom Inc.partnerApr 29, 2026 ▾

“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.”

Depended on by

UIUbiquiti Inc.supplierMay 8, 2026 ▾

“For example, we currently rely upon some chipset suppliers, such as Qualcomm and Broadcom, as single-source suppliers of certain components for some of our products, and a disruption in the supply of those components would significantly disrupt our business.”

Filing peers

MUINSGTRT

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 25 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

QCOM is currently a Participant in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.