Beamformer Integrated Circuit (BFIC) technology
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Will Lower Revenues Adversely Impact Qorvo's Q2 Earnings?
ZACKS· 2025-10-28 13:06
Key Takeaways Qorvo will post fiscal Q2 results on Nov. 3, with earnings expected to rise despite lower revenues.A collaboration with SIAE MICROELETTRONICA expands Qorvo's reach in advanced satcom solutionsFaster 5G adoption and defense demand may counter pricing pressure and macroeconomic headwinds.During the quarter, Qorvo, Inc. (QRVO) is set to report second-quarter fiscal 2026 results on Nov. 3, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 48.4%. It ...
Qorvo Expands Satcom Portfolio: Will This Boost Prospects?
ZACKS· 2025-10-01 14:26
Group 1: Strategic Collaboration - Qorvo Inc. has formed a strategic collaboration with SIAE MICROELETTRONICA to integrate Qorvo's Beamformer Integrated Circuit technology into SIAE's phased array platform for a compact Ka-band antenna solution [1][8] - The new solution is designed for platforms with limited space and aims to provide secure satellite links with high throughput [1][8] Group 2: Market Growth and Trends - The global satellite communication market is projected to grow from $98.68 billion in 2024 to $260.65 billion in 2034, with a compound annual growth rate of 10.2% [2] - Qorvo is expanding its portfolio to capitalize on the emerging trends in satellite communication systems, which are becoming critical for global connectivity [2] Group 3: Technological Advancements - Qorvo's expertise in millimeter wave and microwave IC technologies, combined with SIAE's system design, will lead to advanced satcom solutions applicable in defense, aerospace, and NewSpace sectors [3] - The transition from 4G LTE to 5G technology in emerging markets is expected to benefit Qorvo, as the demand for advanced smartphones and active electronic scanning systems grows [4]