QRVO tops Q1 earnings and revenue estimates despite year-over-year sales decline in key business segments.
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.
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) 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.
QRVO faces a revenue drop this quarter, but innovation in broadband and radar tech may help offset the earnings impact.
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.
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.
QRVO expands DOCSIS 4.0 lineup with high-efficiency amplifiers aimed at reducing broadband infrastructure costs.
Qorvo (QRVO) reported earnings 30 days ago. What's next for the stock?
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.
QRVO reports solid fourth-quarter fiscal 2025 results despite year-over-year sales dip in multiple segments.
Qorvo, Inc. (NASDAQ:QRVO ) Q4 2025 Earnings Conference Call April 29, 2025 4:30 PM ET Company Participants Douglas DeLieto - VP of IR Bob Bruggeworth - CEO Grant Brown - SVP and CFO Frank Stewart - SVP and President of Advanced Cellular Dave Fullwood - SVP of Sales & Marketing Philip Chesley - SVP and President of High Performance Analog Eric Creviston - SVP and President of Connectivity & Sensors Conference Call Participants Thomas O'Malley - Barclays Harsh Kumar - Piper Sandler Chris Caso - Wolf Research Karl Ackerman - BNP Paribas Srini Pajjuri - Raymond James Edward Snyder - Charter Equity Research Gary Mobley - Loop Capital Operator Good day and welcome to the Qorvo Inc. Fourth Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.