Qorvo: The Defense Angle No One Sees
Qorvo's near-term upside from the Apple iPhone launch is largely priced in, limiting immediate catalysts for the stock. However, I see significant long-term potential in Qorvo's defense and aerospace segment, especially with rising US defense spending and new contract opportunities. Financials show solid earnings beats and strong forward guidance, but overall revenue growth remains challenged without new catalysts.
Here's Why Qorvo (QRVO) is a Strong Momentum Stock
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Qorvo Beats Q1 Earnings Estimates Despite Y/Y Lower Revenues
QRVO tops Q1 earnings and revenue estimates despite year-over-year sales decline in key business segments.
Qorvo, Inc. (QRVO) Q1 2026 Earnings Call Transcript
Qorvo, Inc. (NASDAQ:QRVO ) Q1 2026 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants David Fullwood - Senior Vice President of Sales & Marketing Douglas DeLieto - Vice President of Investor Relations Frank P. Stewart - Senior VP & President of Advanced Cellular Grant A.
Qorvo (QRVO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Qorvo (QRVO) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Qorvo (QRVO) Surpasses Q1 Earnings and Revenue Estimates
Qorvo (QRVO) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.87 per share a year ago.
Qorvo Set to Report Q1 Results: Will Revenue Decline Impact Earnings?
QRVO faces a revenue drop this quarter, but innovation in broadband and radar tech may help offset the earnings impact.
Qorvo Q1 Preview: Expecting A Quiet Report, Unless We Get A Surprise Outlook Update
Qorvo's Q1 results are expected to be quiet, with weak smartphone and automotive markets offset by growth in defense and aerospace segments. I'm closely watching management's guidance on mobile demand, 5G sales, and signs of recovery in global electronics, given heavy reliance on Apple. High-Performance Analog, especially defense and aerospace, is a bright spot with multi-year contracts and double-digit growth expected through 2026.
2 Radio Frequency Stocks to Watch in a Prospering Industry
The rapid proliferation of the edge IoT, AI data centers and automotive electrification, as well as the adoption of WiFi 6E and WiFi 7, is enhancing the prospects of SWKS and QRVO despite challenging macroeconomic conditions.
Qorvo Expands DOCSIS 4.0 Portfolio for Broadband Cable Networks
QRVO expands DOCSIS 4.0 lineup with high-efficiency amplifiers aimed at reducing broadband infrastructure costs.
Qorvo (QRVO) Up 5.9% Since Last Earnings Report: Can It Continue?
Qorvo (QRVO) reported earnings 30 days ago. What's next for the stock?
Gauging Qorvo's Financial Stance
Qorvo reported strong growth in non-cell phone markets and significant content increases in upcoming iPhones, replacing Qualcomm components, and boosting RF suppliers' prospects. Qorvo's quarterly revenue hit $869 million with non-GAAP earnings of $1.42, surpassing expectations, and the stock price surged nearly 15% post-announcement. Key growth areas include double-digit revenue increases in CSG and HPA segments, strategic investments with Apple, and advancements in automotive, defense, and aerospace markets.
