Qualcomm's fiscal fourth-quarter 2026 earnings, expected in late October or early November, will determine QCT chip revenue against company guidance of $8.4–9.0 billion. Management projects handset revenue near $5.2 billion, with Chinese OEM sales recovering sequentially after bottoming in Q3 while Apple contributions fall roughly 50% quarter-over-quarter due to in-house silicon adoption and supply constraints. Automotive revenue is guided up about 60% year-over-year to a record level, and IoT revenue is expected roughly flat, supported by industrial and robotics demand. Non-GAAP total revenue consensus of $10.40 billion sits slightly above the company's $9.7–10.5 billion range, with QCT margins pressured near-term by input costs and custom silicon but supported by price increases and non-handset diversification.