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20:30
Jul 28 ◎

SWKS FY2026 Q3 Watch

Skyworks Solutions, Inc. (SWKS) FY2026 Q3 Earnings Call

SWKS QRVO ▾

Philip Carter

Guidance is in line with seasonal patterns, with steady mobile demand and broad markets growth, but gross margin faces headwinds from rising input costs.

"For the fourth quarter of fiscal 2026, we expect revenue in the range of $1 billion and $10 million to $1 billion and $60 million."

SWKS WATCH

Phil Brace

Skyworks declines to comment on Qorvo's long-term supply agreement with Apple, signaling no direct impact but competitive positioning remains unchanged.

"Obviously, we can't really comment on peers or terms of agreement between our customers and third parties. Frankly, we can't comment because we don't know the details."

QRVO WATCH

HIGH

20:30
May 05 ◎

SWKS FY2026 Q2 Watch

Skyworks Solutions, Inc. (SWKS) FY2026 Q2 Earnings Call

GOOGL SWKS ▾

Phil Brace

Skyworks' Android design win is multi-generational and expected to generate over $1B in revenue through 2030, indicating a significant share gain in premium Android that is independent of the Corvo merger. — This signals that Skyworks is locking in high-value, sticky content in the premium Android segment, displacing competitors and securing long-term revenue visibility.

"We secured a significant multi-generational design win with a leading Android OEM and expected to generate over a billion dollars in revenue through 2030."

GOOGL WATCH

Phil Brace

Management struck a confident tone, citing strong demand across mobile and broad markets, lean inventories, and a positive long-term outlook driven by AI and new form factors, despite normal seasonal declines.

"Our outlook remains solid. Customer demand is healthy, channel inventory is lean, and our portfolio is positioned in segments with structural tailwinds."

SWKS WATCH

HIGH

21:30
Feb 03 ◎

SWKS FY2026 Q1 Watch

Skyworks Solutions, Inc. (SWKS) FY2026 Q1 Earnings Call

QCOM AAPL QRVO CUREVAC SWKS ▾

Phil Brace

Skyworks is 'hand-to-mouth' and 'scrambling' to meet demand, with demand exceeding supply across the board, despite broader industry commentary on component pricing and availability. — Indicates potential near-term supply constraints in the RF component supply chain, which could impact Skyworks' ability to fully capitalize on strong demand from key customers like Apple and affect pricing dynamics.

"We are definitely hand-to-mouth from that. We're scrambling to meet the REIT demands and right now our demand exceeds our supply and so we're continuing to work that."

QCOM WATCH AAPL WATCH

Phil Brace

Skyworks is seeing a strong tailwind of unit demand, directly contradicting concerns about memory-driven headwinds in the smartphone market. — Suggests the AI-driven replacement cycle is real and broad, supporting demand for smartphone components despite memory price inflation, and challenges the bearish narrative on consumer electronics demand.

"We are seeing very strong unit demand. And we're certainly seeing that. That's reflected in our numbers, certainly above seasonality."

QRVO WATCH

Phil Brace

Skyworks is highly positive on the Corvo merger, citing complementary antenna technology and significant synergies; indicates a strong belief in the combined entity's future prospects.

"We believe this transaction is highly strategic and transformative, bringing greater scale, deeper R&D, and a broader technology portfolio."

CUREVAC WATCH

Phil Brace

Despite a conservative Q2 guide that is seasonally lower, management highlights strong demand, improving unit trends, and an optimistic view of the BroadMarkets segment as a growth engine, indicating a positive underlying tone.

"In mobile, we outperformed expectations supported by healthy sell-through and strong execution on new product launches at our top customer. Smartphone replacement cycles, while still lengthy, are beginning to shorten."

SWKS WATCH

HIGH

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