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Skyworks(SWKS) - 2026 Q1 - Quarterly Results
2026-02-03 21:02
Exhibit 99.1 Media Relations: Constance Griffiths (949) 230-4867 Constance.Griffiths@skyworksinc.com Investor Relations: Raji Gill (949) 508-0973 Raji.Gill@skyworksinc.com Skyworks Delivers Strong Q1 FY26 Performance Driven by Mobile and Broad Markets IRVINE, Calif., Feb. 3, 2026 – Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported first fiscal quarter results for the period ...
Skyworks Delivers Strong Q1 FY26 Performance Driven by Mobile and Broad Markets
Globenewswire· 2026-02-03 21:01
Revenue of $1.035 BillionGAAP Diluted EPS of $0.53 and Non-GAAP Diluted EPS of $1.54Operating Cash Flow of $396 Million and Free Cash Flow of $339 Million IRVINE, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported first fiscal quarter results for the period ended Jan. 2, 2026. Revenue for the first fiscal quarter of 2026 was $1.035 b ...
Wall Street's Most Accurate Analysts Give Their Take On 3 Tech Stocks Delivering High-Dividend Yields - HP (NYSE:HPQ), Opera (NASDAQ:OPRA)
Benzinga· 2026-02-03 11:56
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...
Skyworks Solutions Q1 2026 Earnings Preview (NASDAQ:SWKS)
Seeking Alpha· 2026-02-02 22:35
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Skyworks Solutions (SWKS) Traded Down in Q4. Here’s Why
Yahoo Finance· 2026-02-02 14:17
Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The fourth quarter was defined by strong AI momentum and continued market dominance by mega-cap stocks. In this environment, Pzena Focused Value Strategy underperformed the Russell 1000® Value Index, delivering a net return of 2.5% vs. 3.8% for the Index. Given the limited leadership in the market, the firm still observes appealing valuation differ ...
B. Riley Cuts Skyworks (SWKS) Target as Android Weakness Weighs on Outlook
Yahoo Finance· 2026-01-30 22:14
Skyworks Solutions, Inc. (NASDAQ:SWKS) is included among the 14 High Yield Dividend Stocks with Sustainable Payouts. B. Riley Cuts Skyworks (SWKS) Target as Android Weakness Weighs on Outlook On January 26, B. Riley analyst Craig Ellis cut his price objective on Skyworks Solutions, Inc. (NASDAQ:SWKS) to $60 from $70. The analyst kept a Neutral rating on the stock. In a research note, he said Q4 results should come in slightly above consensus, helped in part by the iPhone 17 cycle. Q1 guidance, though, is ...
【买卖芯片找老王】260129 美光/SK海力士/旺宏/新唐/ST/瑞芯微/Skyworks
芯世相· 2026-01-29 06:38
Core Viewpoint - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials, while promoting a service that facilitates quick transactions for surplus stock [1][8]. Group 1: Inventory Management - A significant amount of excess inventory, specifically 100,000 units, is incurring monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 if held for six months [1]. - The company offers a platform, "Chip Superman," which has served 22,000 users, to help sell excess inventory quickly, often completing transactions within half a day [8]. Group 2: Inventory Listings - The article lists various semiconductor components available for sale, including brands like Micron and SK Hynix, with quantities ranging from 4,000 to 30,000 units for different models [4][5]. - The inventory includes a diverse range of products, with over 1,000 models and 100 brands, totaling 50 million chips valued at over 100 million [7]. Group 3: Purchase Requests - The company is actively seeking specific components, such as 50,000 units of the brand Nexperia's PMEG4010EH and 400 units of Samsung's KHBBC4B03C-MC1K, indicating a demand for various semiconductor parts [6].
This Apple Supplier’s Stock Is Tumbling. Blame Its Merger Partner Qorvo.
Barrons· 2026-01-28 18:20
Core Viewpoint - The stock of Skyworks Solutions is declining due to disappointing outlook from its merger partner Qorvo, despite Qorvo beating earnings expectations last quarter [1] Group 1: Merger Details - Skyworks Solutions and Qorvo have agreed to merge, with the combined chip maker valued at $22 billion [1] Group 2: Financial Performance - Qorvo exceeded earnings expectations in the last quarter but provided a disappointing outlook for the current period, impacting Skyworks' stock negatively [1]
康希赢了Skyworks,代价是1亿律师费
Di Yi Cai Jing Zi Xun· 2026-01-26 12:37
Core Viewpoint - Kangxi Communication has achieved a preliminary victory against Skyworks, with the U.S. International Trade Commission (ITC) ruling that Kangxi did not infringe on Skyworks' patents, highlighting the capability of Chinese companies to compete with industry giants [2][4]. Group 1: Legal Dispute Overview - The legal conflict between Kangxi Communication and Skyworks began in May 2024 when Skyworks filed a lawsuit claiming patent infringement related to Wi-Fi RF front-end modules [3]. - Skyworks requested damages up to three times its losses and sought a market injunction against Kangxi Communication [3]. - Following the ITC's preliminary ruling, Kangxi Communication was found not to have violated any of the five patents claimed by Skyworks [4]. Group 2: Financial Implications - Kangxi Communication incurred significant legal expenses, totaling approximately 38.84 million yuan in 2024 and an additional 50.59 million yuan in the first three quarters of 2025, bringing total legal costs close to 100 million yuan [6][8]. - Despite revenue growth to 520 million yuan in 2024, Kangxi reported a loss of 76 million yuan due to high litigation costs [6]. Group 3: Market Position and Strategy - Kangxi Communication's primary market focus is not the U.S., with most sales in Hong Kong and Taiwan, and less than 5% in other overseas markets [5]. - The initial ruling has alleviated concerns among European and Southeast Asian customers, potentially boosting exports to the U.S. market [5]. Group 4: Industry Context - The semiconductor industry is witnessing increasing patent litigation, with Kangxi Communication not being the only Chinese company facing such challenges [9][10]. - The competitive landscape is dominated by foreign firms like Skyworks and Qorvo, which hold a significant market share and a vast number of patents compared to Chinese companies [10]. - Kangxi Communication and other Chinese firms are ramping up R&D investments, with Kangxi's R&D spending increasing by 70% to 107 million yuan in 2024 [10]. Group 5: Future Outlook - The outcome of the ITC's final ruling, expected in May 2026, will significantly impact the ongoing litigation in California [4]. - The preliminary victory serves as a positive case for other Chinese tech companies facing international patent disputes, challenging the stereotype of weak patent capabilities [11].
康希赢了Skyworks,代价是1亿律师费
第一财经· 2026-01-26 12:10
Core Viewpoint - 康希通信 has achieved a preliminary victory against Skyworks in a patent infringement case, indicating the capability of Chinese companies to compete with industry giants under international regulations [3][7][16]. Group 1: Legal Dispute Overview - 康希通信 was sued by Skyworks in May 2024 for allegedly infringing on five patents related to Wi-Fi RF front-end modules [5]. - The U.S. International Trade Commission (ITC) ruled that 康希通信 did not infringe on two of the patents claimed by Skyworks, leading to a significant legal advantage for 康希通信 [4][8]. - The investigation into three other patents was terminated after Skyworks withdrew them during the evidence disclosure phase [6]. Group 2: Financial Implications - 康希通信 incurred substantial legal costs, amounting to approximately 38.84 million yuan in 2024 and an additional 50.59 million yuan in the first three quarters of 2025, bringing total expenses close to 100 million yuan [10][12]. - Despite a revenue increase to 520 million yuan in 2024, 康希通信 reported a loss of 76 million yuan, primarily due to legal expenses [10]. - The ongoing legal battle is expected to exceed 100 million yuan in total costs, significantly impacting 康希通信's profitability [12]. Group 3: Market Context and Competitive Landscape - 康希通信 operates primarily in the RF front-end chip design sector, with a focus on markets in Hong Kong and Taiwan, while less than 5% of sales come from other overseas markets [8]. - The company faces competition from established players like Skyworks and Qorvo, which dominate the Wi-Fi communication market [8]. - The legal victory is seen as a potential turning point that could alleviate concerns from European and Southeast Asian clients regarding 康希通信's products [9]. Group 4: Broader Industry Trends - The semiconductor industry is witnessing an increase in patent litigation, with 康希通信 not being the only Chinese company facing such challenges [13][15]. - The competitive landscape is characterized by significant patent holdings from multinational companies, with Skyworks alone holding over 5,000 patents [15]. - Chinese semiconductor firms are ramping up R&D investments, with 康希通信 increasing its R&D spending by 70% to 107 million yuan in 2024 [15].