📈 Price History

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📊 Sector Averages

About

Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators. The company sells its products through direct sales force, electronic component distributors, and independent sales representatives. Its products are used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables applications. The company was founded in 1962 and is headquartered in Irvine, California.

Key Ratios Snapshot

📈 Growth Pattern

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🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q3 2025

Confident Specific

CEO stated 'delivered strong results' and 'exceeded the high end of our guidance' multiple times, with specific revenue ($965M), EPS ($1.33), and free cash flow ($253M) figures. Management expressed confidence in mobile and Broad Markets momentum, gave concrete next-quarter revenue guidance of $1B-$1.03B and gross margin around 47%, and repeatedly used phrases like 'solid demand', 'strong results', and 'encouraging'.

Q4 2025

Mixed

Management expressed confidence in execution (three straight quarters of beating guidance) but was cautious about the competitive content trajectory at the largest customer ('downward sloping line'). They celebrated broad markets growth and transformative M&A while deflecting on specific forward content share.

Q1 2026

Confident Specific

Management led with strong Q1 results exceeding high-end guidance, highlighted broad markets 8th consecutive growth quarter, and gave specific Q2 revenue guidance of $875M-$925M. However, they were vague on mobile content details and repeatedly shifted to the Qorvo merger narrative.

Q2 2026 latest

Confident Specific

The call opens with 'strong results' and revenue 'roughly $20 million above the high end of our guidance range'. Management uses definitive language like 'healthy', 'solid', 'outperformed', and provides specific figures for revenue, EPS, and guidance. The CEO calls the Android win 'significant' and 'multi-generational', reinforcing a positive outlook despite acknowledging input cost headwinds.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears stronger after this call due to the large Android design win, which provides a visible revenue tailwind through 2030 and validates Skyworks' RF technology. Broad markets continue to diversify the business with 30% year-over-year growth in key segments. The Qorvo merger adds potential for significant synergies and margin expansion. However, risks remain: regulatory uncertainty around the merger, input cost pressures crimping near-term gross margins, and lack of clarity on content trends at the largest customer. Investors should watch for merger closure timing, gross margin trajectory in the back half, and further color on Android win ramp and mobile content at Apple.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Skyworks posts $944M Q2 revenue, secures $1B Android win, grows broad markets 10%

Revenue & Profitability

Q2 fiscal 2026 revenue was $944 million, exceeding the high end of guidance. Gross profit was $425 million (45% gross margin), operating income was $189 million (20% operating margin), net income was $173 million, and diluted EPS was $1.15. The company paid $107 million in quarterly dividends and ended the quarter with $1.4 billion in cash and investments and $1 billion in debt.

Outlook

Management sees solid demand across mobile and broad markets, with channel inventories lean and book-to-bill above one. They are mindful of industry memory supply and pricing discussions but have not seen an impact. The long-term outlook is supported by more wireless endpoints, increasing RF content per device, AI-driven workloads at the edge, and new form factors like robotics and autonomous platforms.

Growth Drivers

Key growth drivers include Wi-Fi 7 adoption accelerating, automotive infotainment and connectivity, and AI data center expansion (expected to grow nearly 50% this year). Broad markets' three growth engines (Wi-Fi, data center, automotive) collectively grew 30% year-over-year and accounted for nearly two-thirds of broad markets revenue. The Android design win provides a significant long-term tailwind through 2030.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

Gross margin in Q2 was 45%, with input costs as a modest headwind, offset by cost controls and selective price adjustments. For Q3 fiscal 2026, gross margin guidance is 44.5%-45.5% (flat sequentially). The long-term margin target post-Qorvo combination is 50%-55%, supported by favorable mix shift, fab optimization, and higher utilization.

Key Risks

Risks mentioned include input cost increases (gold prices, expedite fees) pressuring gross margins, global supply chain volatility, and potential macro-driven demand changes. The company is monitoring the broader industry discussion on memory supply and pricing but has not seen an impact to date. Regulatory approval for the Qorvo combination is subject to antitrust review, with Phase 2 in China ongoing.

Generated by AI · Q2 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q3 2026 Q3 2026 2026-07-28

Q3 revenue and earnings exceeded guidance, driven by strong mobile and broad markets performance. The Qorvo merger is progressing, with regulatory reviews advancing and a new $2B stock repurchase program announced, replacing the dividend. Demand remains robust, especially in data center and automotive.

Q2 2026 Q2 2026 2026-05-05

Revenue and EPS exceeded guidance, driven by strong mobile and broad market demand. A major Android design win is expected to generate over $1 billion through 2030, while the Qorvo merger progresses with anticipated $500 million+ synergies.

Q1 2026 Q1 2026 2026-02-03

Q1 results exceeded guidance with strong revenue, margin, and EPS, driven by mobile and broad markets. The Qorvo merger is progressing, with $500M+ in expected synergies and a focus on innovation and diversified growth. Q2 guidance reflects typical seasonality and continued investment.

Q4 2025 Q4 2025 2025-11-04

Delivered strong Q4 and full-year results with revenue and EPS above expectations, driven by mobile and broad markets growth. Announced Corvo combination for greater scale and diversification, and provided cautious but stable guidance for fiscal 2026.

Q3 2025 Q3 2025 2025-08-05

Q3 FY25 results exceeded guidance with $965M revenue, 47.1% gross margin, and $1.33 EPS. Mobile and Broad Markets both grew, with strong Android and automotive momentum. Q4 outlook projects further growth, continued margin discipline, and ongoing capital returns.

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