A month has gone by since the last earnings report for Skyworks Solutions (SWKS) . Shares have lost about 0.3% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Skyworks due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Skyworks' Q2 Earnings Beat Estimates, Revenues ...

会议纪 要 证券研究报告 电子 2024年 05月09日 Skyworks（SWKS）FY2024Q2业绩点评及法说会纪要 会议时间：2024年5月1日 移动业务需求疲软二季度指引环比下滑，非移动业 会议地点：线上 务筑底回升  事项： 24年 5月 1日 Skyworks发布 FY2024Q2季度报告，并召开业绩说明会。公司 华创证券研究所 财务季度 FY2024Q2截至 2024年 3月 29日，即自然年度 CY2024Q1，以下表 述均为自然年度。2024Q1，公司实现营收 10.46 亿美元（YOY -9.3%，QoQ - 证券分析师：耿琛 13.0%）；Non-GAAP毛利率为45.0%（YOY -5.0pct，QoQ -1.4pct）；Non-GAAP 电话：0755-82755859 净利润 2.51 亿美元（YOY -22.4%）；Non-GAAP 摊薄 EPS 1.55 美元（YOY - 邮箱：gengchen@hcyjs.com 23.3%）。 执业编号：S0360517100004 证券分析师：岳阳  评论： 1. 业绩总览：Skyworks 一季度实现营收 10.46 亿美元（YO ...

Skyworks Solutions (SWKS) reported non-GAAP earnings of $1.55 per share in second-quarter fiscal 2024, beating the Zacks Consensus Estimate by 1.97% and declining 23.3% year over year.Revenues of $1.04 billion dropped 9.3% on a year-over-year basis and missed the consensus mark by 0.01%.Mobile revenues contributed nearly 66% to total revenues and declined 19% sequentially.In the second quarter of fiscal 2024, SWKS provided integrated platforms to the top 5G smartphone OEMs, including flagship and mid-tier r ...

Skyworks Solutions, Inc. (NASDAQ:SWKS) Q2 2024 Earnings Conference Call April 30, 2024 4:30 PM ET Company Participants Raji Gill - Vice President, Investor Relations Liam Griffin - Chairman, Chief Executive Officer and President Kris Sennesael - Senior Vice President and CFO Conference Call Participants Chris Caso - Wolfe Research Matthew Ramsay - TD Cowen Edward Snyder - Charter Equity Research Karl Ackerman - BMP Paribas Thomas O'Malley - Barclays Ruben Roy - Stifel Peter Peng - JPMorgan Cody Acree - The ...

Skyworks Solutions (SWKS) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $2.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.97%. A quarter ago, it was expected that this chipmaker would post earnings of $1.95 per share when it actually produced earnings of $1.97, delivering a surprise of 1.03%.Over the last four quarters, the compa ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 29, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission file number 001-05560 Skyworks Solutions, Inc. (Exact name of registrant as specified in its charter) Dela ...

Exhibit 99.1 Media Relations: Investor Relations: Constance Griffiths Raji Gill (949) 231-4207 (949) 508-0973 constance.griffiths@skyworksinc.com raji.gill@skyworksinc.com Skyworks Reports Q2 FY24 Results • Delivers Revenue of $1.046 Billion • Posts GAAP Diluted EPS of $1.14 and Non-GAAP Diluted EPS of $1.55 • Generates Quarterly Operating Cash Flow of $300 Million and Quarterly Free Cash Flow of $273 Million IRVINE, Calif., Apr. 30, 2024 – Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high- perf ...

JHVEPhoto In our previous analysis of Skyworks Solutions, Inc. (NASDAQ:SWKS), we highlighted its Broad Markets segment's growth was propelled by fast-growing end markets and believed the company’s Broad Markets would predominantly drive its future growth due to the high-growth end markets like data centers, offsetting stagnant revenue growth in its Mobile segment due to flattish demand for Apple's (AAPL) next-gen iPhone, which constituted 59% of Skyworks' revenue. Nevertheless, Skyworks' revenue growth ...

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 Skyworks Solutions (SWKS) . This company, which is in the Zacks Semiconductors - Radio Frequency industry, shows potential for another earnings beat.When looking at the last two reports, this chipmaker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.89%, on average, in the l ...

Company and Industry Overview * **Company**: Skyworks Solutions, Inc. (NASDAQ: SWKS) * **Industry**: Semiconductor, Mobile and Wireless Technologies, IoT, Automotive, Data Center * **Key Focus**: Curated solutions for customers, strong technical expertise, in-house manufacturing capabilities Market Trends and Priorities * **Mobile and Wireless Technologies**: * Majority of revenue comes from mobile and wireless technologies, but the company is diversifying into other areas like automotive, data center, and IoT. * Skyworks focuses on mid to high-tier smartphones and has a strong position with Google and Samsung. * The company is well-positioned to capture opportunities in the Android ecosystem, including Google and Samsung. * Skyworks has a strong track record of design wins in the mobile ecosystem and continues to drive share. * **5G and AI**: * Skyworks sees significant opportunities in 5G, particularly in the high-end market where performance continues to improve. * The company believes AI will drive a whole new set of technologies in handheld devices, creating a significant opportunity for companies like Skyworks. * Skyworks is uniquely positioned to address the technical challenges of AI in smartphones due to its strong technical expertise and in-house manufacturing capabilities. * **Broad Markets**: * Skyworks has a strong position in IoT, with a large set of meaningful opportunities and revenue streams. * The company has made significant progress in the automotive market, with design wins with customers like Tesla. * Skyworks has a strong position in data center timing applications, with a growing portfolio of products and solutions. Financials and Strategy * **Revenue Growth**: Skyworks expects to see revenue growth in the broad markets segment, particularly in automotive and IoT. * **Capital Allocation**: Skyworks has a strong balance sheet and expects to use its cash for dividends, buybacks, and acquisitions. * **Acquisitions**: Skyworks has a history of successful acquisitions and plans to continue to look for opportunities to expand its portfolio and capabilities. Key Takeaways * Skyworks is a diversified semiconductor company with a strong focus on curated solutions for customers. * The company has a strong technical expertise and in-house manufacturing capabilities, positioning it well for growth in key markets like 5G, AI, IoT, automotive, and data center. * Skyworks has a strong balance sheet and plans to use its cash for dividends, buybacks, and acquisitions.