Skyworks Solutions, Inc. (NASDAQ:SWKS ) Goldman Sachs Communacopia and Technology Conference September 9, 2025 10:30 AM EDT Company Participants Philip Brace - CEO, President & Director Conference Call Participants James Schneider - Goldman Sachs Group, Inc., Research Division Presentation James Schneider Senior Research Analyst Good morning, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference.
Skyworks Solutions, Inc. (NASDAQ:SWKS ) KeyBanc Technology Leadership Forum Conference August 12, 2025 5:00 PM ET Company Participants Philip Gordon Brace - CEO, President & Director Conference Call Participants John Nguyen Vinh - KeyBanc Capital Markets Inc., Research Division John Nguyen Vinh Great. Well, good afternoon, everybody.
SWKS jumps after fiscal Q3 earnings and revenues beat; strong Mobile demand and Android launches drive growth.
Skyworks Solutions, Inc. (NASDAQ:SWKS ) Q3 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Philip Gordon Brace - CEO, President & Director Rajvindra S. Gill - Vice President of Investor Relations Robert A.
SWKS' third-quarter fiscal 2025 performance is likely to have benefited from its diversified portfolio despite market challenges.
Skyworks Solutions Inc. NASDAQ: SWKS is down 16% in 2025, lagging many technology stocks. The company produces analog semiconductors, and its core business is radio frequency (RF) components for wireless communications.
Skyworks (SWKS) reported earnings 30 days ago. What's next for the stock?
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 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.
SWKS' fiscal second-quarter results reflect a decline in mobile revenues, offset by an increase in demand for broad market products.
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) 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.