Skyworks reported a solid Q2 FY2026, beating revenue and EPS guidance. Management highlighted a major multi-generational Android design win, continued broad market strength (Wi-Fi, data center, automotive growing 30% YoY), and progress on the Corvo merger with potential close in late 2026. Guidance for Q3 reflects normal seasonal softness but optimism on long-term content growth and AI-driven demand. Q2 FY2026 revenue of $944M exceeded guidance; EPS $1.15 beat by $0.11.
Skyworks reported a solid Q2 FY2026, beating revenue and EPS guidance. Management highlighted a major multi-generational Android design win, continued broad market strength (Wi-Fi, data center, automotive growing 30% YoY), and progress on the Corvo merger with potential close in late 2026. Guidance for Q3 reflects normal seasonal softness but optimism on long-term content growth and AI-driven demand. Q2 FY2026 revenue of $944M exceeded guidance; EPS $1.15 beat by $0.11.
Management expressed an upbeat tone, driven by strong quarterly results, a significant Android design win, and positive outlook across mobile and broad markets, while acknowledging input cost pressures and a challenging supply environment.
Management highlighted physical AI as the next wave of growth, with edge inference driving higher demands on wireless performance. They noted the AI data center segment is expected to grow nearly 50% this year, and AI workloads are pushing towards the endpoint, accelerating…
Multi-generational Android win expected to generate over $1B through 2030. Management expressed an upbeat tone, driven by strong quarterly results, a significant Android design win, and positive outlook across mobile and broad markets, while acknowledging input cost pressures…
Secured a multi-generational design win with a leading Android OEM expected to generate $1B+ revenue through 2030.
Management highlighted physical AI as the next wave of growth, with edge inference driving higher demands on wireless performance. They noted the AI data center segment is expected to grow nearly 50% this year, and AI workloads are pushing towards the endpoint, accelerating Wi-Fi 7 adoption.
Multi-generational Android win expected to generate over $1B through 2030. Management expressed an upbeat tone, driven by strong quarterly results, a significant Android design win, and positive outlook across mobile and broad markets, while acknowledging input cost pressures and a challenging supply environment.
Management expressed an upbeat tone, driven by strong quarterly results, a significant Android design win, and positive outlook across mobile and broad markets, while acknowledging input cost pressures and a challenging supply environment.
“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.”
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| EPS | FY2026 Q3 | $1.03 | $1.03 | GUIDED |
| Gross margin | FY2026 Q3 | 44.5%–45.5% | 45% | GUIDED |
| Revenue | FY2026 Q3 | $0.9B–$0.95B | $0.925B | GUIDED |
| 제시 시점 | 지표 | 목표 기간 | 가이던스 | 실제 | 결과 |
|---|---|---|---|---|---|
| FY2026 Q1 | EPS | FY2026 Q2 | $1.04 | $1.15 | Met / beat |
| FY2026 Q1 | Gross margin | FY2026 Q2 | 44.5%–45.5% | 40.83% | Missed |
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.
Thanks, Raji, and welcome, everyone. Let me begin by highlighting a few key developments. One, 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. This win reflects our expanding footprint in premium AI-enabled devices, validating our RF content platform and our technology differentiation. Two, we introduced a range of new product innovations, including BA filters targeting early 6G FR3 spectrum and next-generation RF front-end solution supporting frequencies above 7 gigahertz. We also expanded our timing portfolio with new clock buffers addressing data center, wireless infrastructure, and PCIe Gen 7 applications. Moreover, we're actively engaged with customers in early Wi-Fi programs, positioning us well for the next upgrade cycle. Three, regarding the Corvo combination, regulatory reviews are progressing as expected. We have entered phase two of the China SAMR review and are maintaining constructive dialogue with the relevant antitrust authorities. While our formal guidance remains an expected closing early in calendar 2027, we are increasingly hopeful that we could close in …