Skyworks Reports Q4 and Full Year FY25 Results

Core Insights - Skyworks Solutions, Inc. reported strong financial results for the fourth fiscal quarter of 2025, with revenue of $1.10 billion and non-GAAP diluted earnings per share of $1.76, exceeding expectations [1][2][10]. Financial Performance - Revenue for the fourth fiscal quarter of 2025 was $1.10 billion, compared to $1.02 billion in the same quarter of the previous year, representing a year-over-year increase [19]. - GAAP operating income for the fourth quarter was $111 million, while non-GAAP operating income was $264 million [19][20]. - The company generated an annual operating cash flow of $1.30 billion and an annual free cash flow of $1.11 billion [10]. Business Highlights - The mobile segment showed solid underlying demand trends, supported by healthy sell-through and new product launches [2]. - Growth in broad markets was driven by the adoption of Wi-Fi 7, strong automotive sales, and product ramps in data center and cloud infrastructure [2][11]. - The company secured 5G content across premium Android smartphones and expanded in-vehicle infotainment programs with major automotive manufacturers [11]. Future Outlook - For the first fiscal quarter of 2026, Skyworks anticipates revenue between $975 million and $1,025 million, with non-GAAP diluted earnings per share projected at $1.40 at the mid-point of the revenue range [5]. - The company expects a low- to mid-teens sequential decline in the mobile segment, while broad markets are anticipated to see slight growth, representing 39% of sales [5]. Dividend Information - The Board of Directors declared a cash dividend of $0.71 per share, payable on December 9, 2025, to stockholders of record as of November 18, 2025 [6].