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Qualcomm’s Strong Forecast Overshadowed by Expected Samsung Loss

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Qualcomm projected stronger-than-expected quarterly sales and profit on Wednesday, buoyed by a rebound in premium smartphone demand, but its stock slipped in after-hours trading amid concerns over a potential loss of business from Samsung next year.

For the quarter ending in December, the chip designer forecast revenue and adjusted earnings at midpoints of $12.2 billion and $3.40 per share, beating analyst expectations of $11.62 billion and $3.31, according to LSEG data.

However, CEO Cristiano Amon said the company expects to supply about 75% of the modem chips for Samsung’s upcoming Galaxy S26 lineup — down from 100% for the current Galaxy S25 models. The announcement sent Qualcomm shares down 2.7% in extended trading after a 4% rise earlier in the day.

Despite the setback, Amon emphasized that Qualcomm is diversifying beyond smartphones into automotive, laptop, and data center chips, as longtime client Apple moves toward producing its own modems.

He also revealed that Qualcomm is in discussions with a “large hyperscaler” — an AI-focused computing company — following its recent deal with Humain, an AI firm backed by Saudi Arabia’s sovereign wealth fund.

The company’s fiscal fourth-quarter results also outperformed expectations, with $11.27 billion in sales and $3 per share in adjusted profit, compared to estimates of $10.79 billion and $2.88.

Amon said the forecast reflects a surge in demand for high-end smartphones capable of running AI applications, especially in markets like China and India, where consumers are “upgrading from mid-range to premium.”

Samsung Galaxy S26 Ultra Renders Leak, Suggesting Smoother Rounded Design

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Samsung is gearing up to launch its Galaxy S26 series early next year, with the Galaxy S26 Ultra expected to be the top-tier model. Recent leaks suggest that the device will feature a design evolution, including subtly more rounded corners compared to the Galaxy S25 Ultra. This change could give the flagship a softer, more ergonomic look while maintaining the premium aesthetics Samsung is known for.

Leaked renders of the Galaxy S26 Ultra’s front panel, shared by tipster PhoneArt (@UniverseIce) on X (formerly Twitter), reveal a sleeker design with curved edges that make the device appear more refined. The images show a slight departure from the sharper corners of the S25 Ultra, taking inspiration from other flagship phones like the iPhone and Pixel series.

The front display is complemented by early hints of the rear design. Marketing material from accessory makers suggests that the Galaxy S26 Ultra could feature a redesigned rear camera layout. The new design reportedly places three camera lenses inside a pill-shaped module, giving the phone a distinctive and modern look while differentiating it from its predecessor.

These subtle design upgrades point to Samsung focusing not just on internal hardware improvements but also on improving the user experience with ergonomic touches. Rounded corners could enhance one-handed usability and offer a more visually balanced appearance, signaling that Samsung is refining both form and function for its next flagship release.

Samsung Galaxy S26 Ultra Reportedly Set for Ergonomic Design Overhaul

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The Samsung Galaxy S26 Ultra, the flagship of next year’s Galaxy S26 series, is generating buzz with fresh leaks suggesting notable design changes. Expected to launch alongside the Galaxy S26 and Galaxy S26+ on February 25, the Ultra model may feature more ergonomic curves along its edges, aiming to improve hand comfort and overall usability. These hints come as the smartphone industry anticipates incremental design refinements rather than radical shifts.

Tipster IceUniverse recently shared images of tempered screen protectors purportedly designed for the Galaxy S26 series. While these are not official confirmations, they are likely produced by accessory makers preparing for the launch. The images provide the first unofficial glimpse into the series’ design language, showing subtle changes compared with the S25 lineup.

The leaked screen protectors indicate that Samsung is sticking with flat displays, confirming that the Ultra will not adopt the curved-edge screen trend of previous years. However, the edges of the device appear to be rounded more aggressively, which could make the handset easier to hold and more comfortable during prolonged use. Ergonomics seems to be a priority in this iteration, especially given the large dimensions of modern flagship devices.

Overall, the Galaxy S26 Ultra is shaping up to combine familiar hardware advancements with thoughtful design tweaks. While internal specifications and camera improvements remain the main draw, the new design focus highlights Samsung’s attention to user experience, particularly for power users who handle large devices daily. Fans will likely see the first official images and full specifications at the Galaxy Unpacked event early next year.