Qualcomm renews Apple license as investors reassess Qualcomm stock

Published on 10/15/2026 at 10:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Qualcomm renewed its Apple license effective April 1, 2027. Qualcomm stock costs EUR 151.29 on October 15, 2026, with Q3 revenue at USD 9.9 billion.

Apple licensing shapes the next phase

Qualcomm renewed its Apple license on September 24, 2026, effective April 1, 2027.
Fiscal third-quarter revenue reached USD 9.9 billion on July 29, 2026.
Qualcomm stock trades at EUR 151.29 at 10:40 a.m. CEST at Lang & Schwarz on October 15, 2026.

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Qualcomm (ISIN US7475251036) was trading at EUR 151.29 at Lang & Schwarz on October 15, 2026, while its latest fiscal quarter delivered USD 9.9 billion in revenue. The company renewed its global patent licensing agreement with Apple on September 24, 2026, with the extension taking effect on April 1, 2027, according to Ground News.

Apple agreement extends licensing visibility

The renewed agreement builds on the six-year licensing arrangement reached in 2019. Its effective date gives Qualcomm a defined royalty relationship with Apple beyond the original term, although the financial terms and duration of the extension were not disclosed in the cited report.

The announcement matters because licensing is a central part of Qualcomm's business alongside its chip operations. The company describes its licensing activity as a separate business, while its QCT segment supplies processors and related software for mobile, automotive, industrial and data-center applications.

What does the latest quarter show?

Qualcomm reported USD 9.9 billion of revenue and adjusted earnings per share of USD 2.21 in fiscal third quarter 2026, according to the Yahoo Finance transcript dated July 29, 2026. Automotive revenue reached USD 1.6 billion, up 61 percent from the prior year, while IoT revenue rose 9 percent to USD 1.8 billion.

Management's fiscal 2029 plan calls for USD 40 billion of non-handset revenue, including more than USD 15 billion from data centers. The same call set fourth-quarter revenue guidance at USD 9.7 billion to USD 10.5 billion and adjusted earnings-per-share guidance at USD 2.05 to USD 2.25.

Three events frame the stock

On July 29, 2026, Qualcomm reported USD 9.9 billion of fiscal third-quarter revenue. On September 24, 2026, it renewed the Apple licensing agreement effective April 1, 2027. On October 13, 2026, a Delaware jury found that Arm breached its architecture license agreement with Qualcomm and awarded USD 2 in nominal damages, according to SDV Sector.

What dates matter next?

Qualcomm's next major operating test is the December quarter, when management expects its first two custom data-center chip engagements to begin generating revenue. That milestone follows the company's fiscal 2029 data-center target of USD 15 billion.

Stock trades during the session

Qualcomm is listed on Nasdaq under QCOM and also trades on Xetra under QCI, according to Finzer. Its primary Nasdaq quote was USD 172.62 at the October 14, 2026 close, while the Lang & Schwarz euro quotation was EUR 151.29 at 10:40 a.m. CEST on October 15, 2026. The further course of trading is shown by the continuously updated real-time quote of Qualcomm stock.