Summary
2QO Chart
Qorvo Q2 Earnings Surpass Estimates, Revenues Rise Y/Y
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 Transcript
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.
Will Qorvo (QRVO) Beat Estimates Again in Its Next Earnings Report?
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.
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Qorvo Inc. Profile
| Semiconductors Industry | Technology Sector | Robert A. Bruggeworth CEO | XHAN Exchange | US74736K1016 ISIN |
| US Country | 6,200 Employees | - Last Dividend | 2 Jan 2015 Last Split | 3 Jun 1997 IPO Date |
Overview
Qorvo, Inc. is a prominent company engaged in the development and commercialization of technologies and products for wireless, wired, and power markets. Operating through three segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG), Qorvo plays a vital role in advancing the global communications infrastructure. It supplies radio frequency and power management solutions across a variety of markets including automotive, defense and aerospace, and cellular infrastructure. In addition to producing connectivity and sensor components, Qorvo also offers cellular RF solutions catering to a wide range of devices from smartphones to wearables. Providing foundry services for defense and aerospace customers further signifies its comprehensive involvement in the sector. Founded in 1957 and headquartered in Greensboro, North Carolina, Qorvo operates globally with a presence in the United States, China, other Asian countries, Taiwan, and Europe. Its products are sold directly to OEMs and ODMs, supported by a network of sales representatives and distributors.
Products and Services
- High Performance Analog (HPA)
This segment delivers radio frequency and power management solutions targeting the automotive, defense and aerospace, cellular infrastructure, broadband, and other markets. Qorvo's HPA products are crucial in enabling high-performance operation in demanding environments, offering both reliability and efficiency.
- Connectivity and Sensors Group (CSG)
CSG focuses on supplying connectivity and sensor components and systems that include a range of technologies such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, cellular IoT, and MEMS-/BAW-based sensors. These products find use in various applications including smart homes, industrial automation, automotive, smartphones, wearables, gaming, and both industrial and enterprise access points, highlighting Qorvo's commitment to advancing IoT and smart device connectivity.
- Advanced Cellular Group (ACG)
ACG provides cellular RF solutions tailored for a multitude of devices such as smartphones, wearables, laptops, tablets, and more. Its offerings are designed to enhance connectivity and performance in cellular communications, supporting the ever-growing demand for advanced mobile technologies.
- Foundry Services
Qorvo extends its expertise to offer foundry services, catering specifically to defense primes and other defense and aerospace customers. These services underline Qorvo's capability in high-quality manufacturing and its pivotal role in supporting critical sectors with specialized semiconductor needs.
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