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QRVO posts stronger fiscal Q2 results as earnings and revenue top estimates, powered by ACG and HPA demand gains.
Qorvo, Inc. ( QRVO ) Q2 2026 Earnings Call November 3, 2025 4:30 PM EST Company Participants Doug DeLieto - Vice President of Investor Relations Robert Bruggeworth - President, CEO & Director Grant Brown - Senior VP & CFO David Fullwood - Senior Vice President of Sales & Marketing Philip Chesley - Senior VP & President of High Performance Analog Frank Stewart - Senior VP & President of Advanced Cellular Conference Call Participants Karl Ackerman - BNP Paribas, Research Division Christopher Caso - Wolfe Research, LLC Harsh Kumar - Piper Sandler & Co., Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Edward Snyder - Charter Equity Research Peter Peng - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and welcome to the Qorvo, Inc. Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded.
Qorvo (QRVO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Skyworks Solutions CEO Phil Brace sees a path toward chips that would help smartphones have faster wireless data connections while consuming less power by combining his firm's technologies with those from smaller Qorvo , he told Reuters in an interview on Wednesday.
Wedbush analysts on Tuesday weighed in on the proposed merger talks between Skyworks Solutions Inc (NASDAQ:SWKS), a major supplier of radio frequency chips for Apple and other smartphone makers, and its competitor Qorvo Inc (NASDAQ:QRVO). In a note to clients, the analysts wrote that there are clearly synergies from the proposed combination but cautioned the deal could trigger anti-trust concerns, as politics adds an element of uncertainty.
Qorvo, Inc. (NASDAQ:QRVO ) M&A Call October 28, 2025 8:00 AM EDT Company Participants Rajvindra Gill - Vice President of Investor Relations Philip Brace - CEO, President & Director Robert Bruggeworth - President, CEO & Director Conference Call Participants Christopher Caso - Wolfe Research, LLC Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Harsh Kumar - Piper Sandler & Co., Research Division Thomas O'Malley - Barclays Bank PLC, Research Division Brett Simpson - Arete Research Services LLP Peter Peng - JPMorgan Chase & Co, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Gary Mobley - Loop Capital Markets LLC, Research Division Cody Grant Acree - The Benchmark Company, LLC, Research Division Presentation Operator Good day, and welcome to the Skyworks Investor Update Conference Call. [Operator Instructions].
Skyworks Solutions Inc (NASDAQ: SWKS) has announced a stock-and-cash agreement to acquire Qorvo Inc (NASDAQ: QRVO) – valuing the combined entity at roughly $22 billion. The semiconductor company will pay $32.50 to shareholders in cash and 0.96 shares of Skyworks for each QRVO share held – implying a significant premium over Qorvo's pre-deal valuation.
The two companies make high-performance radio frequency, analog and mixed-signal semiconductors.
Skyworks Solutions Inc (NASDAQ:SWKS), a major supplier of radio frequency chips for Apple and other smartphone makers, has held recent talks to acquire competitor Qorvo, according to The Information. Qorvo, valued at about $8.5 billion, closed at $92.13 on Monday, while Skyworks is worth roughly $11.3 billion and employs more than 10,000 people.
QRVO teams up with SIAE MICROELETTRONICA to develop advanced Ka-band satcom antennas, targeting defense, aerospace and NewSpace markets.
Qorvo delivered outstanding quarterly results, surpassing expectations with strong revenue, margin, and EPS beats, despite ongoing headwinds in China and strategic business shifts. Our growth is driven by expanding content at our largest customer, robust defense and aerospace demand, and leadership in Wi-Fi and power management solutions. Operational improvements, including facility closures and cost optimization, are set to further boost margins and free cash flow in coming years.