Qorvo, Inc. (QRVO) recently introduced two cutting-edge hybrid power doubler amplifiers, QPA3311 and QPA3316, designed for Data Over Cable Service Interface Specification (“DOCSIS”) 4.0 broadband cable networks. The DOCSIS technology is essential for delivering high-speed internet and video services over existing cable systems.For cable-based broadband services, hybrid fiber coax (“HFC”) systems serve as a backbone. It enables fast internet delivery using DOCSIS 4.0 technology and effectively supports advan ...

A month has gone by since the last earnings report for Qorvo (QRVO) . Shares have added about 5.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Qorvo due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, estimates ...

Market Focus - Qorvo serves six primary end markets: automotive, consumer, defense and aerospace, industrial and enterprise, infrastructure, and mobile [23]. - In the D&A market, Qorvo focuses on high-power phased array radar and satellite communications, with expanding opportunities driven by upgrades to legacy systems and new frequency bands [25]. - Qorvo's infrastructure products support the migration to 5G, enhancing capacity and efficiency for cellular base stations [27]. - The demand for technologies that efficiently increase data throughput and improve user experiences is rising due to global connectivity trends [22]. Product Development - The company invests in R&D to develop advanced technologies, focusing on materials, semiconductor processes, and AI integration [39]. - Qorvo's connectivity product portfolio includes multi-protocol SoCs that enable multiple radios to connect concurrently, enhancing IoT device proliferation [34]. - The Wi-Fi 7 standard is being developed to double channel bandwidth and improve performance over longer distances [35]. - Qorvo's advanced cellular products address the complexities of 5G devices, which require higher data throughput and lower latency [37]. Manufacturing and Operations - The company operates fabrication facilities for various semiconductor technologies across multiple states, ensuring a global supply chain [45]. - Manufacturing yields are closely monitored to maximize quality and efficiency, with continuous reliability testing throughout production [47]. - The company is ISO 14001:2015 certified, ensuring compliance with environmental laws and continuous improvement in manufacturing processes [77]. - The company’s manufacturing facilities are certified to ISO 9001 and other industry-specific standards, ensuring high-quality production [51]. Financial Performance - In fiscal year 2025, Apple Inc. accounted for 47% of total revenue, while Samsung Electronics contributed 10% [54]. - Revenue fluctuations are influenced by consumer demand, timing of device launches, and macroeconomic factors [57]. - The company incurred a foreign currency loss of $0.3 million in fiscal 2025, compared to a gain of $0.4 million in fiscal 2024 [286]. - If the U.S. dollar declines by 10% against foreign currencies, the company's net income would decrease by approximately $1.5 million in fiscal 2025 [287]. - Conversely, if the U.S. dollar increases by 10% against foreign currencies, the company's net income would increase by approximately $1.2 million in fiscal 2025 [287]. Workforce and Employment - Approximately 6,200 full and part-time employees are employed across 23 countries, with 78% located in the Americas [66]. - The company maintains a global attrition rate consistently below the technology industry average [70]. Strategic Changes - The company completed the sale of its assembly and test operations in China to Luxshare Precision Industry Co., Ltd. in Q1 fiscal 2025 [49]. - The company plans to wind down operations in Costa Rica, expected to be completed in early calendar year 2026 [49]. Intellectual Property - The company has approximately 2,500 patents with expiration dates between 2025 and 2043, actively seeking to expand its patent portfolio [63]. Financial Risk Management - The company manages financial risks related to interest rates, foreign currency exchange rates, and commodity prices through operational means and financial instruments [283]. - The effectiveness of the company's financial risk management activities may vary over time, with no assurance of success in mitigating financial impacts [283]. - The company routinely uses precious metals in manufacturing, which exposes it to commodity price risk [288]. - The company has an active reclamation process to capture unused gold, aiming to mitigate commodity-related cost increases [288]. Financial Position - As of March 29, 2025, there were no outstanding borrowings under the Revolving Facility, which bears interest at a variable rate if drawn [284]. - The company has foreign operations in Asia, Central America, and Europe, with a significant portion of revenue derived from international sales [285]. - The functional currency for most international operations is the U.S. dollar, but operating expenses may be denominated in local currencies, affecting financial results [285].

Is Qorvo stock really as cheap as it looks?Qorvo (QRVO) stock jumped 10.5% through 10:35 a.m. ET Wednesday after beating analyst forecasts this morning.Heading into the company's fiscal Q4 2025 report, analysts forecast Qorvo would earn only $1 per share on sales of $850.5 million. In fact, the company earned $1.42 per share (adjusted for one-time items), and its sales were $869.5 million. Qorvo Q4 earningsCEO Bob Bruggeworth described Qorvo's Q4 performance as "stronger than seasonal" and exceeding "the mi ...

Qorvo, Inc. (QRVO) reported strong fourth-quarter fiscal 2025 results, with both adjusted earnings  and revenues surpassing the respective Zacks Consensus Estimate.The company reported a revenue contraction year over year due to a net sales drop in the Advanced Cellular Group (ACG) and Connectivity and Sensors Group (CSG) verticals. However, solid demand trends in multiple end markets, including defense, aerospace, power management, WiFi and smartphones, partially cushioned the top-line growth in this quart ...

Qorvo (QRVO) Q4 2025 Earnings Call April 29, 2025 09:38 PM ET Speaker0 Good day, and welcome to the Corvo Inc. Fourth Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your question, please press then 2. Please note, this conference is being recorded. I would now like to turn the conference over to Dougl ...

Qorvo, Inc. (NASDAQ:QRVO) Q4 2025 Earnings Conference Call April 29, 2025 4:30 PM ET Company Participants Douglas DeLieto - VP of IR Bob Bruggeworth - CEO Grant Brown - SVP and CFO Frank Stewart - SVP and President of Advanced Cellular Dave Fullwood - SVP of Sales & Marketing Philip Chesley - SVP and President of High Performance Analog Eric Creviston - SVP and President of Connectivity & Sensors Conference Call Participants Thomas O'Malley - Barclays Harsh Kumar - Piper Sandler Chris Caso - Wolf Research K ...

Qorvo (QRVO) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 40.59%. A quarter ago, it was expected that this chipmaker would post earnings of $1.20 per share when it actually produced earnings of $1.61, delivering a surprise of 34.17%.Over the last four quarters, the company has surp ...

Qorvo (QRVO) Q4 2025 Earnings Call April 29, 2025 04:30 PM ET Company Participants Doug DeLieto - Vice President, Investor RelationsRobert Bruggeworth - President and Chief Executive OfficerGrant Brown - Senior VP & CFOFrank Stewart - Senior VP & President of Advanced CellularDave Fullwood - SVP, Sales and MarketingChris Caso - Managing DirectorKarl Ackerman - Managing Director - Equity ResearchSrini Pajjuri - Managing DirectorPhilip Chesley - Senior VP & President of High Performance AnalogEdward Snyder - ...

FOR IMMEDIATE RELEASE Qorvo Announces Fiscal 2025 Fourth Quarter Financial Results ® GREENSBORO, N.C. — April 29, 2025 — Qorvo (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company's fiscal 2025 fourth quarter ended March 29, 2025. ® On a GAAP basis, revenue for Qorvo's fiscal 2025 fourth quarter was $869.5 million, gross margin was 42.2%, operating income was $28.2 million, and diluted earnings per share was $0.33. On a non-GAAP basi ...