Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Skyworks (SWKS) To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in Skyworks between from August 8, 2023 to February 5, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, July 22, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareho ...

Corporate Overview June 2025 Safe Harbor Statement Please note that the attached presentation includes forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include projections and information relating to future events, prospects, expectations and results of Skyworks (e.g., certain projections and business trends, as well as plans for dividend payments). We caution you that actual results may differ materially and adversely from those ...

Core Viewpoint - Skyworks has significantly increased its presence in the chip spot market over the past two years, driven by rising demand in various sectors, including drones, and has seen a notable increase in prices for certain models [3][16]. Group 1: Company Overview - Skyworks is a non-typical analog chip manufacturer specializing in radio frequency (RF) chips, particularly in the RF front-end (RFFE) segment, which plays a crucial role in wireless communication modules [5][6]. - The global RF front-end market is dominated by major players, with Skyworks holding a 15% market share, alongside Broadcom, Qualcomm, Qorvo, and Murata, which collectively account for about 80% of the market [7][10]. Group 2: Market Position and Performance - Skyworks leads the power amplifier (PA) market with a 43% share, while also holding a 22.6% share in the RF switch market and 10% in the SAW filter market [10][11]. - The RF front-end components, particularly filters and power amplifiers, are projected to grow significantly, with expected market sizes of $2.1 billion and $1.4 billion by 2026, respectively [12]. Group 3: Business Segments and Revenue - Skyworks' revenue is primarily derived from two business segments: mobile business (60-67% of revenue) and broad markets (including IoT, automotive, and industrial applications) [14]. - The company has seen its revenue grow from approximately $800 million in 2009 to over $5 billion in recent years, with a peak of $5.486 billion in fiscal year 2022 [18][20]. Group 4: Challenges and Risks - Skyworks faces challenges due to its heavy reliance on mobile business, particularly on Apple, which contributes significantly to its revenue. A recent shift in Apple's sourcing strategy is expected to reduce Skyworks' demand by 20-25% [21][23]. - The company has experienced a shift in revenue sources, with the U.S. market's share increasing from over 50% in 2018 to 77% in 2024, while its reliance on the Chinese market has decreased [25]. Group 5: Future Outlook - Skyworks is actively diversifying its business to reduce dependence on the smartphone market, with broad markets revenue increasing from about 30% in fiscal year 2021 to over 35% in fiscal year 2024 [26]. - Despite facing challenges, Skyworks maintains a strong cash flow, with free cash flow exceeding $1.6 billion for two consecutive years, supporting ongoing R&D and product development [31].

Group 1 - The company "Chip Superman" has a 1,600 square meter intelligent warehouse for chips, with over 1,000 stock models and around 100 brands, totaling 50 million chips with a stock value exceeding 100 million [1] - The company operates an independent laboratory in Shenzhen, ensuring quality control (QC) for each material [1] - The company has served a total of 19,200 users and can complete transactions in as fast as half a day [4] Group 2 - The company is actively seeking to purchase specific chip models, including TI's INA139NA/3K (50K units) and ON's NCP1096PAG (9K units) among others [2] - The company is also offering discounted sales on surplus materials, including TI's UCC28083DR (15K units) and NXP's PESD5V0S1BSF,315 (540K units) [3] - The company provides a platform for users to find unsold inventory and better pricing options through its mini-program and website [5][6]

Core Viewpoint - Skyworks Solutions Inc. is experiencing a decline in stock value, down 16% in 2025, primarily due to its heavy reliance on Apple Inc. for revenue and a slowdown in smartphone upgrades [1][2]. Financial Performance - Analysts project a 22% decrease in earnings per share (EPS) over the next 12 months, with a forward P/E ratio of approximately 20x, indicating the stock may be overvalued with a PEG ratio of 1.8x [3]. - Despite the current downturn, there has been an 8% rally in the stock over the last three months, suggesting potential investor optimism [3]. Market Opportunities - The shift of AI capabilities to edge devices presents a significant growth opportunity for Skyworks, as its products are essential for connectivity in various devices, including smartphones and IoT products [4][6]. - A potential decrease in interest rates by the Federal Reserve could stimulate a refresh cycle for smartphones, benefiting Skyworks due to its contracts with major smartphone manufacturers [7]. Growth Projections - Analysts foresee EPS growth increasing from $9.75 to $11.25, a rise of about 15%, with some predicting a 22% growth over the next three to five years [8]. - If these projections materialize, the stock could rebound to around $110, resulting in a forward P/E of roughly 11x and a PEG ratio of about 0.5, indicating undervaluation relative to growth [9]. Dividend and Capital Return - Skyworks offers a dividend yield of 3.75%, with an annual dividend of $2.80 and a history of increasing dividends for 11 consecutive years [10][11]. - The company has returned over $3 billion in capital to shareholders through dividends and share repurchases over the last five years, reflecting strong free cash flow margins of around 25% [10][11].

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 本月现货市场较上月有所降温，许多在上月热度飙升的型号，本月热度回落，价格也随之下滑。除 长期热门的MCU外，本月来自不同品牌的存储和模拟芯片需求相对活跃，带来了一定的市场机 会。我们收集整理了一些近期有询价 增 多、热度较高的芯片型号，供大家参考 （不作为交易推荐） ： NO.1 即将 停产 的 eMMC KLM4G1FETE-B041：持续 涨价 这颗芯片 5月热度攀升，今年 以来 价格 持续 上涨，从 常态 的 1 5 元 左右，一路 涨至现在的 30 元左右 。 KLM4G1FETE-B041属于三星即将停产的 eMMC 。 为 eMMC5.1闪存芯片，容量4GB，应用于移 动设备。这类小容量eMMC在移动设备上一直有稳定的需求，且相比DRAM，eMMC的替代并没有 那么容易 。 目前该芯片已经接近6月最后一次下单时间 。根据去年 年底 流传 的 停产 通知： 1.受影响产品 (类) 不可取消、不可重新安排 ("NCNR") 的 最后一次购买订单 ...

Group 1 - Skyworks (NASDAQ: SWKS) is recognized as one of the best dividend growth stocks, attracting investors seeking safety during uncertain times [1] - The author has over two decades of experience in the market, particularly in the technology sector, focusing on risk mitigation through various market events [1] Group 2 - The article emphasizes the importance of momentum in investment strategies, particularly in the context of the current market landscape [1]

Core Insights - Skyworks Solutions (SWKS) has faced a decline in significant business from its largest customer, Apple (AAPL), over the past few years [1] Group 1 - The erosion of major wins for Skyworks Solutions is highlighted, particularly in relation to its dealings with Apple [1] - Analysts have noted the impact of Broadcom on Skyworks Solutions, indicating competitive pressures in the market [1]

Core Viewpoint - Skyworks Solutions (SWKS) reported a decline in earnings and revenues for Q2 fiscal 2025, with non-GAAP earnings of $1.24 per share, beating estimates but down 20% year-over-year, and revenues of $953.3 million, down 8.9% year-over-year but slightly above consensus [1][2]. Financial Performance - Non-GAAP gross margin increased by 160 basis points year-over-year to 46.7% [3] - Research & development expenses rose by 480 basis points year-over-year to 19.6% of revenues [3] - Selling, general and administrative expenses increased by 190 basis points to 9.2% [3] - Non-GAAP operating margin contracted by 340 basis points year-over-year to 23.3% [3] Balance Sheet & Cash Flow - As of March 28, 2025, cash and cash equivalents were $1.53 billion, down from $1.75 billion as of December 27, 2024 [4] - Long-term debt was $995.1 million, slightly up from $994 million as of December 27, 2024 [4] - Cash generated by operating activities was $409.5 million, compared to $377.2 million in the prior quarter [4] - Free cash flow was $371 million, with a free cash flow margin of 38.9% [4] Dividend Information - Skyworks paid dividends totaling $110.6 million in the reported quarter [5] Q3 FY25 Guidance - For Q3 fiscal 2025, Skyworks expects revenues between $920 million and $960 million, with non-GAAP earnings projected at $1.24 per share at the midpoint [6] - The Zacks Consensus Estimate for Q3 revenues is $951.26 million, indicating a year-over-year decline of 9.06% [6] Market Performance - Following the results, SWKS shares fell by 2.06% in pre-market trading and have underperformed the Zacks Computer & Technology sector year-to-date, with a decline of 25% compared to the sector's decline of 8.7% [2]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Skyworks Solutions, Inc. due to a class action complaint alleging breaches of fiduciary duties by the board of directors during a specified class period [1] Group 1: Legal Investigation - A class action complaint was filed against Skyworks on March 3, 2025, with a class period from August 8, 2023, to February 5, 2025 [1] - The investigation focuses on whether the board of directors of Skyworks breached their fiduciary duties to the company [1] Group 2: Financial Performance - On February 5, 2025, Skyworks announced its financial results for Q1 of fiscal year 2025, providing lower-than-expected revenue guidance for Q2 [3] - The company attributed its disappointing results and guidance to an "intensified" competitive landscape [3] - Following the announcement, Skyworks' stock price plummeted from $87.08 per share to $65.60 per share, marking a decline of over 24% in one day [3] Group 3: Investor Communication - The law firm encourages long-term stockholders of Skyworks to reach out for more information regarding the claims or their rights [4]