SolStock/E+ via Getty Images Skyworks Solutions (NASDAQ:SWKS) reported in-line results with solid guidance. Management noted a change in Android business with growth returning. The price of the stock traded lower quite a bit in the few days following the report. Skyworks' model, with its reporting approaches, makes covering and projecting future performance extremely difficult. Unlike our previous articles, such as Skyworks Solutions Temporarily Suffers From Stacked Channels, which referenced financial ...

It has been about a month since the last earnings report for Skyworks Solutions (SWKS) . Shares have lost about 2.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Skyworks due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Skyworks' Q1 Earnings Beat Estimates, Re ...

公司活动 - Skyworks Solutions, Inc.宣布高管将参加2024年3月5日在旧金山宫殿酒店举行的摩根士丹利科技、媒体和电信会议[1] - 该活动将通过网络直播，并在会后一周在Skyworks公司网站的“投资者”部分进行存档[2] 公司业务 - Skyworks Solutions, Inc.是一家全球公司，致力于推动无线网络革命，提供创新的模拟和混合信号半导体产品，涵盖航空航天、汽车、宽带、蜂窝基础设施、智能家居、国防、娱乐和游戏、工业、医疗、智能手机、平板电脑和可穿戴设备市场[3] 前瞻性声明 - 任何本新闻稿中包含的前瞻性声明均旨在符合1995年私人证券诉讼改革法案规定的安全港。前瞻性声明包括与Skyworks未来事件、前景、期望和结果相关的信息。实际事件和/或结果可能因某些风险和不确定性而与此类前瞻性声明存在实质性和不利差异，包括Skyworks最近年度报告10-K（和/或季度报告10-Q）中在“风险因素”部分确定的风险和不确定性。本新闻稿中包含的任何前瞻性声明仅截至本日期，公司不承担更新或修订前瞻性声明的义务，无论是因为新信息、未来事件还是其他原因[5]

财务表现 - Skyworks Solutions (SWKS)在2024财年第一季度报告中，非通用会计净收益为每股1.97美元，超出Zacks Consensus Estimate 1.03%，同比下降23.9%[1] - 移动收入占总收入的近71%，环比增长7%[1] - 长期债务在2023年12月29日达到99.3亿美元，较9月29日的12.9亿美元增加，报告季度偿还了3亿美元的贷款[7] 市场表现 - Skyworks Solutions在基础设施、WiFi、汽车和新兴物联网等领域成功获得设计胜利，突显其竞争优势和强大市场地位[3] 预测展望 - Skyworks Solutions第二季度2024财年预计营收在10.2亿美元至10.7亿美元之间，预计每股收益为1.52美元[9] - Zacks Consensus Estimate预计2024财年第二季度每股收益为1.54美元，营收预计为10.4亿美元，同比下降9.61%[10]

财务数据和关键指标变化 - 第一季度营收为12.02亿美元,略高于预期中值 [29] - 毛利为5.57亿美元,毛利率为46.4%,符合预期 [30] - 营业费用为1.91亿美元,低于预期范围 [32] - 营业利润为3.66亿美元,营业利润率为30.4% [33] - 净利润为3.17亿美元,每股收益为1.97美元,超出预期 [33] - 经营活动现金流创历史新高,达7.75亿美元 [34] - 自由现金流创历史新高,达7.53亿美元,自由现金流率为63% [34] 各条业务线数据和关键指标变化 - 移动业务占总收入的71%,环比增长7% [29] - 安卓相关收入(包括谷歌、三星和中国OEM)环比温和增长 [29] - 广泛市场业务占总收入的29%,环比下降18%,主要受无线基础设施、汽车和工业库存调整影响 [30] 各个市场数据和关键指标变化 - 移动市场:预计将出现季节性下滑,符合历史模式 [38] - 广泛市场:预计将在12月份触底后温和增长,因为某些终端市场的库存水平正在正常化 [38] 公司战略和发展方向及行业竞争 - 公司正在加大在移动和广泛市场的投资,以获得市场份额并提高多元化 [40] - 公司看好长期的物联网、汽车电气化、AI驱动的云和数据中心升级等趋势,这些都需要公司的连接技术 [18][19][20][21][22] - 公司在5G技术向更多应用场景扩展方面保持乐观,如私有蜂窝网络、客户端设备和汽车等 [19] - 公司认为AI将推动智能手机的升级换代,这将带来RF内容的持续增长 [21] 管理层对经营环境和未来前景的评论 - 公司看到安卓生态系统正在稳定,供给过剩状况正在缓解,渠道和OEM端的库存水平正在正常化 [11] - 公司认为12月份代表广泛市场业务的底部,预计将在3月份开始温和增长 [17] - 公司对长期的物联网、汽车电气化、AI驱动的云和数据中心升级等趋势保持乐观 [18][19][20][21][22] 问答环节重要的提问和回答 问题1 **Matt Ramsay 提问** 询问广泛市场业务的具体细分领域及其恢复情况 [43][44] **Liam Griffin 回答** 广泛市场业务包括多个机会领域,公司正在积极拓展,虽然过去一年整体环境较为艰难,但公司看到了恢复的迹象 [45][46][47] 问题2 **Chris Caso 提问** 询问安卓市场的预期,是否会恢复到正常增长水平 [53] **Liam Griffin 回答** 公司看到安卓市场出现一些积极迹象,将继续努力拓展这一领域,预计未来会实现增长 [54][55] 问题3 **Edward Snyder 提问** 询问下半年移动业务的表现,是否会受到竞争加剧的影响 [67][68][69] **Liam Griffin 和 Kris Sennesael 回答** 公司将继续努力拓展安卓市场,并保持在高端性能市场的竞争力,同时通过提高制造效率和产品组合优化来维护毛利率水平 [70][71][76][77]

Skyworks Solutions (SWKS) came out with quarterly earnings of $1.97 per share, beating the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $2.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.03%. A quarter ago, it was expected that this chipmaker would post earnings of $2.10 per share when it actually produced earnings of $2.20, delivering a surprise of 4.76%.Over the last four quarters, the compa ...

IRVINE, Calif.--(BUSINESS WIRE)--Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today reported first fiscal quarter results for the period ended Dec. 29, 2023. Revenue for the first fiscal quarter of 2024 was $1.202 billion. On a GAAP basis, operating income for the first fiscal quarter was $258.3 million with diluted earnings per share of $1.44. On a non-GAAP basis, operating income was $365.7 million ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission file number 001-05560 Skyworks Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 04-2302115 ...

sankai Skyworks Solutions Inc. (NASDAQ:SWKS) is an analog and mixed-signal semiconductor company focusing on cellular system solutions that enable wireless connectivity. Founded in 1962, Skyworks Solutions is now a $17 billion (by market cap) tech titan that employs nearly 10,000 people. Approximately two-thirds of the company’s revenue comes from the US, whereas the other one-third is derived from international markets (primarily China, Taiwan, and South Korea). This is a global company with 18 design ...

Key PointsThe industry seems to be returning from the shortages it experienced during the COVID-19 pandemic.Here is what that means on the face of a potential FED interest rate cut: which stocks are set to do well versus which ones aren't.Amid this mix, one name sticks out like a sore thumb to bring you fantastic value at a discount.5 stocks we like better than VanEck Semiconductor ETFThe market, and most investors and traders, had become bearish regarding semiconductor and chip stocks. You can’t really bla ...