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21:30
Feb 03 ◎
Phil Brace CEO, Skyworks Solutions, Inc. SWKS Q1 FY26 call
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.
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About AAPL Analyst Coverage

Buzzberg tracks AAPL (Apple Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Phil Brace.