Skyworks Solutions Inc. (SWKS)
Skyworks: Don't Want To Miss Its Slow Climb Back - Upgrading To Buy
Skyworks is a top dividend growth stock with a strong 10-year record and a $0.70/share dividend, making it attractive in uncertain markets. Recent deals with Google Pixel and Samsung, plus upcoming Android launches and AI integration, position Skyworks for revenue growth in 2025. SWKS boasts robust free cash flow, a healthy balance sheet, and record shareholder returns, supporting its buy rating.
Skyworks Solutions Wisely Addresses Its Issues
Skyworks Solutions is undergoing a positive management and cultural shift, focusing on best-in-class product development and execution after losing key Apple business. Despite recent revenue pressure, the company exceeded guidance, returned record cash to shareholders, and remains committed to dividends and aggressive share repurchases. Growth opportunities are strong in Wi-Fi 7, automotive, and Edge IoT, with management prioritizing innovation over capacity expansion to drive future earnings.
Skyworks Q2 Earnings Beat Estimates, Revenues Fall Y/Y, Stock Down
SWKS' fiscal second-quarter results reflect a decline in mobile revenues, offset by an increase in demand for broad market products.
Skyworks Solutions, Inc. (SWKS) Q2 2025 Earnings Call Transcript
Skyworks Solutions, Inc. (NASDAQ:SWKS ) Q2 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Raji Gill - VP of IR Philip Brace - CEO & President Kris Sennesael - SVP & CFO Conference Call Participants Chris Caso - Wolfe Research Edward Snyder - Charter Equity Research Gary Mobley - Loop Capital Markets Christopher Rolland - Susquehanna Financial Group Thomas O'Malley - Barclays Bank Harsh Kumar - Piper Sandler Joseph Moore - Morgan Stanley Peter Peng - JPMorgan Nicholas Doyle - Needham Operator Good afternoon and welcome to Skyworks Solutions Second Quarter Fiscal Year 2025 Earnings Call. This call is being recorded.
Skyworks Solutions (SWKS) Q2 Earnings and Revenues Surpass Estimates
Skyworks Solutions (SWKS) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $1.20 per share. This compares to earnings of $1.55 per share a year ago.
Skyworks to Report Q2 Earnings: What's in Store for the Stock?
SWKS' second-quarter fiscal 2025 performance is likely to have benefited from its diversified portfolio despite market challenges.
Skyworks By The Numbers: Business, Financials And Strategic Direction
Skyworks Solutions faces challenges due to declining smartphone demand, but maintains stability with strong margins, cash flow, and a growing Broad Markets segment. The company's strategy focuses on technological leadership, expanding customer base, and diversifying into automotive, IoT, and infrastructure markets. Despite a 39.23% stock drop, SWKS' financial health and strategic shifts justify a "hold" rating, with potential buying opportunities around $55 per share.
Skyworks (SWKS) Up 2% Since Last Earnings Report: Can It Continue?
Skyworks (SWKS) reported earnings 30 days ago. What's next for the stock?
Skyworks Solutions, Inc. (SWKS) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Skyworks Solutions, Inc. (NASDAQ:SWKS ) Morgan Stanley Technology, Media & Telecom Conference March 5, 2025 1:45 PM ET Company Participants Phil Brace - CEO Conference Call Participants Joe Moore - Morgan Stanley Joe Moore Okay. Let me just start off with this disclosure.
Brushing Off The Dust From Skyworks Solutions' Disastrous Financial Report
Skyworks Solutions reported strong December results and guided slightly above analysts' estimates for March. The company disclosed losing half of a major Apple socket to a competitor, likely Broadcom or Qorvo, but not Qualcomm. This loss overshadowed the quarterly results, making it the most critical news for investors.
Trade Update: Jenny Harrington on Skyworks Solutions
Jenny Harrington, CEO Gilman Hill Asset Management, joins CNBC's "Halftime Report" to detail her trading strategy on Skyworks, down 25% this week.
Skyworks: Price Crash Is Overblown
Skyworks Solutions' shares dropped over 20% due to some negative news, despite better-than-expected earnings and guidance. The revenue decline was anticipated, and profitability exceeded estimates, making the share price reaction seem overblown. New CEO Philip Brace's appointment and concerns about Skyworks' role in iPhone 17 are insufficient to justify the market's harsh reaction.
