Qualcomm (QCOM) investor relations material

Key announcements and product launches

• Liquid AI introduced Liquid Context on Snapdragon, a smart memory layer enabling seamless AI experiences across devices, with proactive agents running locally for privacy and efficiency.

• Snapdragon AR1 and AR1+ platforms now support multi-model, 1-bit AI models, enabling richer, more efficient on-device AI for wearables and AR glasses.

• Snapdragon Sound Elite Gen 2 was launched as a premium audio platform for intelligent hearables, integrating AI, connectivity, and premium audio in a smaller, more efficient form factor.

• Google announced Googlebook, a new laptop platform combining ChromeOS and Android, powered by Snapdragon X Elite, with deep cross-device integration and Gemini Intelligence.

• Microsoft and Qualcomm deepened their partnership, unveiling new Surface devices with Snapdragon X2 Series, emphasizing battery life, local AI inferencing, and a special Manchester United edition.

Industry trends and strategic direction

• The transition from model-based to agent-based AI is accelerating, with agents enabling goal-oriented, proactive, and personalized experiences across devices.

• Local AI is positioned as the next major wave, leveraging billions of processors in devices for privacy, low latency, and context-aware intelligence.

• Partnerships with eyewear and audio companies are expanding AI into new form factors, including safety glasses, prescription wearables, and intelligent hearables.

• The Personal AI Health Alliance was formed to drive on-device AI solutions in healthcare, focusing on proactive care, privacy, and real-time support.

• Unified AI software stacks, such as Modular's Mojo and MAX, are being integrated to simplify development and scale AI across heterogeneous hardware.

Developer and ecosystem enablement

• Snapdragon START program accelerates the development of personal AI devices by providing silicon, software, and scale, supporting rapid prototyping and customization.

• Linux support was announced for Snapdragon X2 Series, with Ubuntu certification and OEM adoption, broadening developer access and open-source innovation.

• Collaboration with major partners like Google, Microsoft, Lenovo, HP, and Inspecs is driving new device categories and expanding the reach of personal AI.

• Developers are empowered to build agentic experiences with privacy, shared context, and seamless orchestration across cloud, edge, and device.

• The ecosystem is rapidly growing, with ISVs, OEMs, and service providers building on Snapdragon platforms for diverse applications and industries.