Qorvo, Inc. (NASDAQ: QRVO ) is due to report its fiscal Q4 on April 29 th after the market closes, so I wanted to go through some of the numbers and what I’ll be looking for in termsMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have no st ...

Qorvo, Inc. (QRVO) is set to report fiscal fourth-quarter 2025 results on April 29, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 34.17%. It pulled off a trailing four-quarter earnings surprise of 18.3% on average. The leading provider of radio frequency solutions is expected to witness revenue decline year over year owing to weakness in the Advance Cellular Group (ACG) segment and macroeconomic headwinds. However, efforts in accelerating 5G deployments ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Qorvo (QRVO) . This company, which is in the Zacks Semiconductors - Radio Frequency industry, shows potential for another earnings beat.This chipmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 17.89%.For the last ...

Investors might want to bet on Qorvo (QRVO) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a changi ...

Company Overview - Qorvo is a leading global provider of connectivity and power solutions, specializing in innovative semiconductor solutions [3] - The company serves diverse high-growth segments including automotive, consumer, defense & aerospace, industrial & enterprise, infrastructure, and mobile [3] Upcoming Financial Results - Qorvo will host a conference call to review fiscal 2025 fourth quarter financial results on April 29, 2025, at 4:30 p.m. (ET) [1] - The financial results will be distributed at approximately 4:00 p.m. (ET) on the same day [2] Conference Call Details - A telephone playback of the conference call will be available approximately two hours after the call's completion, accessible by dialing 1-412-317-0088 with passcode 2889510 [2] - The playback will be available until the close of business on May 6, 2025 [2]

Core Viewpoint - Qorvo has appointed Richard L. Clemmer and Christopher R. Koopmans as new independent directors, while David H. Y. Ho retires from the Board, marking a significant refreshment initiative aimed at enhancing the Board's industry expertise and operational experience [2][3]. Group 1: Board Changes - Richard L. Clemmer and Christopher R. Koopmans are appointed as independent directors, effective immediately [2]. - David H. Y. Ho will retire from the Board, effective immediately, as he was not standing for reelection at the 2025 Annual Meeting [2][3]. - Following these changes, Qorvo's Board will consist of nine directors, with eight being independent [3]. Group 2: Director Profiles - Richard L. Clemmer has a strong background in the semiconductor industry, having served as CEO of NXP Semiconductors N.V. and has a proven track record of driving growth and financial transformations [5][6]. - Christopher R. Koopmans has 25 years of experience in the technology sector and currently serves as COO of Marvell Technology, overseeing critical business functions and corporate transformations [7]. Group 3: Strategic Focus - The Board's refreshment initiative aims to bring in directors with deep industry knowledge to support Qorvo's growth and diversification strategy [3][4]. - The new directors are expected to contribute valuable insights to enhance Qorvo's strategic direction and shareholder engagement [4].

Core Viewpoint - Qorvo's acquisition of Active-Semi has enabled the company to expand into the high-growth power management market, leveraging its global scale and customer relationships to accelerate the adoption of innovative solutions [1][4]. Group 1: Market Demand and Product Importance - The demand for SSDs has surged due to the rise of artificial intelligence and smart driving, necessitating power management integrated circuits (PMICs) that exceed consumer-grade SSD performance [1][2]. - PMICs are increasingly critical for providing power management functions in SSDs, especially given the high reliability and low power consumption requirements for commercial SSDs [2][4]. Group 2: Qorvo's PMIC Solutions - Qorvo offers two types of PMIC integration solutions for SSDs: one that separates Power Loss Protection (PLP) and PMIC, providing flexibility, and another that integrates both into a single SoC design, suitable for size-constrained products [4][5]. - The ACT85411 PMIC, designed for enterprise data storage systems, includes features like power loss protection, multiple voltage regulators, and health monitoring functions to ensure reliable operation [5][6]. Group 3: Advanced Product Features - Qorvo's ACT88760 integrates ActiveCiPS™ and is ideal for complex applications, while the ACT88422 supports various configurations without altering PCB designs, making it versatile for multiple processor power needs [6][7]. - The ACT4910 is a high-integration power loss protection IC that minimizes energy storage capacitor size requirements, showcasing Qorvo's focus on efficiency and compact design [7]. Group 4: Competitive Advantages - Qorvo's PMICs are recognized for their high integration, precision, energy density, and flexibility, with precision levels below 5% across temperature ranges, making them highly competitive in the market [7]. - The company provides extensive digital interface support, including I2C, allowing for customization to meet specific customer system requirements [7].

Industry Overview - The Zacks Semiconductors - Radio Frequency industry is currently facing a challenging demand environment, leading to inventory buildup and sluggish capital spending by telecom carriers [1][9] - Heightened global macroeconomic uncertainties and weakness in end-markets such as automotive, industrial, and infrastructure are concerning for industry participants [1] Key Trends - Accelerated 5G deployment is acting as a tailwind, with the rapid implementation of 5G infrastructure and increased demand for RF power amplifiers due to higher bandwidth needs [5] - Innovation in IoT, wearables, drones, and autonomous vehicles is expected to drive demand for RF semiconductor products beyond smartphones [6] - The growing adoption of electric vehicles (EVs) is aiding industry prospects, with the EV market expected to expand fourfold by 2027 [8] Current Performance - The Zacks Semiconductors - Radio Frequency industry has underperformed the S&P 500 and its sector over the past year, declining 41.7% compared to the S&P 500's return of 17.1% [13] - The industry's current valuation is at a forward 12-month price-to-earnings ratio of 15.01X, lower than the S&P 500's 21.96X and the sector's 25.26X [14] Company Highlights - RF Industries, with a Zacks Rank 2 (Buy), is expanding its portfolio with applications in small cells and industrial connectivity, expecting sales growth in 2025 and at least a 10% adjusted EBITDA margin [15][16] - Qorvo, with a Zacks Rank 3 (Hold), has seen a 3.9% increase in shares year-to-date, benefiting from the adoption of WiFi 7 and strong demand for RF solutions [17][19]

Core Insights - Qorvo reported its December quarter results shortly before Apple's earnings, providing insights into both companies' performances [1] Company Performance - Management highlighted both positive and negative impacts from its strategic decision to abandon certain business lines [1]

Core Viewpoint - Qorvo (QRVO) has shown a downtrend recently, losing 5.4% over the past week, but a hammer chart pattern suggests a potential trend reversal as buying interest may be emerging to counteract selling pressure [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, with reduced selling pressure, suggesting that bulls may be gaining control [2][4]. - The hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a new low, buying interest has emerged to push the stock price up towards the opening price [3][4]. - This pattern can occur across various timeframes and is utilized by both short-term and long-term investors [4]. Fundamental Analysis - There has been a notable upward trend in earnings estimate revisions for Qorvo, which is a bullish indicator, as it typically leads to price appreciation [6]. - Over the last 30 days, the consensus EPS estimate for the current year has increased by 21.4%, indicating strong agreement among analysts that Qorvo will report better earnings than previously predicted [7]. - Qorvo currently holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which historically outperform the market [8].