IRVINE, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco at 8:30 a.m. PST on March 2, 2026. The event will be webcast live and archived for replay for one week following the conference in the “Investors” section of Skywork ...

Meeting Overview - Skyworks Solutions held a virtual special meeting of stockholders chaired by President and CEO Phil Brace, with participation from key executives [2] - Directors in attendance included Christine King, Alan S. Batey, Kevin Beebe, Eric J. Guerin, Suzanne McBride, David P. McGlade, Robert A. Schriesheim, and Maryann Turcke [3] Procedural Matters - The agenda and rules of conduct were made available on the meeting website, allowing stockholders to submit questions online [4] - A proof by affidavit from Broadridge confirmed that notice of the special meeting was duly given, with materials mailed to stockholders on or about December 23, 2025 [4] Voting Mechanics - The inspector of elections reported that a quorum was established, with more than a majority of the total issued and outstanding shares present or represented by proxies [5] - Stockholders voted by proxy ballot, with one vote per share of common stock [5] Key Decisions - Stockholders approved the issuance of common stock as per the October 27, 2025 merger agreement involving Skyworks, Qorvo, Inc., Comet Acquisition Corp., and Comet Acquisition II, LLC, eliminating the need for adjournment to solicit additional proxies [6] - The virtual special meeting had a quorum and no substantive shareholder questions were raised, with final voting results to be filed on a Form 8-K within four business days [6]

公司状况 客户集中度风险演变：公司披露苹果公司计划减少对思佳讯的依赖，这可能影响未来收入结构，需持续 关注后续进展。 行业政策与环境 行业与市场因素：半导体板块受AI算力需求增长和存储芯片价格回升支撑，思佳讯作为上游供应商可 能间接受益，但板块波动也可能带来影响。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 基于公开信息，思佳讯（SWKS.US）作为射频芯片供应商，在2026年初有以下值得关注的 事件或动态： 业绩经营情况 2025年第四季度业绩发布：多家机构预测思佳讯2025年第四季度每股收益为1.52美元，同比增长 13.55%，营业收入预计达10.42亿美元，同比增长7.35%。该业绩可能于近期正式公布，市场关注其是否 符合预期。 2026财年第一季度业绩展望：在2025年11月的业绩电话会议中，思佳讯管理层对2026财年第一季度提出 展望，预计营收区间为9.75亿至10.25亿美元，每股收益预期为1.40美元。正式业绩可能在未来财季末发 布。 ...

业绩经营情况 公司面临客户集中度风险。据公开信息显示，苹果公司计划减少对思佳讯的依赖，这可能对未来收入结 构产生影响。 股票近期走势 近期公司股价波动较大。2026年2月11日，思佳讯股价上涨2.90%，受半导体板块整体走强及市场对业 绩改善的预期提振。而在此前的1月9日，该股曾下跌0.81%，成交额显著下降。 以上内容基于公开资料整理，不构成投资建议。 公司管理层已在2025年11月6日的业绩电话会议中给出2026财年第一季度的业绩展望，预计营收区间为 9.75亿至10.25亿美元，每股收益预期为1.40美元。市场同时关注其2025年第四季度的正式财报，多家机 构预测该季度每股收益为1.52美元，营业收入预计达10.42亿美元。 近期事件 经济观察网根据截至2026年2月12日的公开信息，思佳讯(SWKS.US)有以下值得关注的事件和情况。 ...

在2025年11月的业绩会议中，思佳讯宣布与Qorvo的合并计划，旨在增强公司规模、技术组合和业务多 元化，以减少客户集中风险。这一战略行动的后续进展，如监管审批或整合细节，值得投资者关注。 此外，思佳讯在2026年1月9日股价出现小幅下跌，成交额减少，反映出短期市场情绪波动。公司业务持 续聚焦移动射频和广泛市场领域，如Wi-Fi7和汽车电子，这些领域的动态可能影响长期走势。 以上内容基于公开资料整理，不构成投资建议。 经济观察网思佳讯(SWKS.US)在2026年初的值得关注事件主要围绕其财务业绩和战略合并进展。 业绩经营情况 根据2025年11月的业绩电话会议，思佳讯管理层对2026财年第一季度给出了业绩展望，包括营收预期区 间为9.75亿至10.25亿美元，每股收益预期为1.40美元。移动业务预计环比下降中低个位数，而广泛市场 业务(如汽车、Wi-Fi7和数据中心)可能保持增长。季度财报发布通常是市场关注焦点，但具体发布日期 未在资料中明确。 战略推进 ...

Core Viewpoint - Skyworks Solutions Inc. (SWKS.US) has experienced a weak stock performance, with a year-to-date decline of 5.11% and a recent forecast for Q1 FY2026 revenue between $975 million and $1.025 billion [1][4] Stock Performance - On January 9, 2026, Skyworks' stock price fell by 0.81% to $60.17 per share, with trading volume decreasing to $245 million, a 17.06% drop from the previous day [2] - The cumulative decline over the past five trading days is 6.57% [2] Recent Events - On November 18, 2025, Skyworks announced a dividend of $0.71 per share [3] Operational Performance - During the earnings call on November 6, 2025, management provided guidance for Q1 FY2026, expecting revenue in the range of $975 million to $1.025 billion and earnings per share of $1.40 [4] - The company has disclosed a risk related to customer concentration, as Apple plans to reduce its reliance on Skyworks, which may impact future revenue structure [4]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group targets high-yield, dividend growth opportunities, offering portfolios with dividend yields up to 10% [2] - The Dow Jones Industrial Average has recently surpassed the psychological level of 50,000, making it challenging to identify value stocks [2]

Financial Performance - Net revenue for the three months ended January 2, 2026, was $1,035.4 million, a decrease of 3.5% compared to $1,068.5 million for the same period in 2024[10] - Gross profit for the same period was $427.2 million, down from $441.9 million, reflecting a gross margin of approximately 41.2%[10] - Operating income decreased to $103.8 million from $181.1 million, indicating a decline of 42.7% year-over-year[10] - Net income for the quarter was $79.2 million, a significant drop of 51.1% compared to $162.0 million in the prior year[10] - Basic earnings per share (EPS) was $0.53, down from $1.01, representing a decline of 47.5%[10] - Revenue from the United States was $805.7 million, down 4.8% from $846.7 million in the prior year[31] - Gross profit margin decreased to 41.3% for the three months ended January 2, 2026, down from 41.4% in the prior year[83] - Operating income fell to 10.0% of net revenue for the three months ended January 2, 2026, compared to 17.0% in the same period last year[83] - Net income margin decreased to 7.7% for the three months ended January 2, 2026, down from 15.2% for the same period in fiscal 2025[83] Cash and Liquidity - Cash and cash equivalents increased to $1,550.4 million from $1,161.3 million, showing a growth of 33.5%[15] - The company reported net cash provided by operating activities of $395.5 million, an increase from $377.2 million in the previous year[17] - Cash, cash equivalents, and marketable securities totaled $1,568.6 million as of January 2, 2026, an increase of $180.2 million from October 3, 2025[117] - The company expects cash, cash equivalents, and marketable securities, along with cash generated from operations, to be sufficient to fund short-term and long-term liquidity requirements[120] Assets and Liabilities - Total assets decreased slightly to $7,867.9 million from $7,917.0 million, a reduction of 0.6%[15] - Total liabilities decreased to $2,109.0 million from $2,159.9 million, reflecting a decline of 2.3%[15] - The Company’s total other current assets increased to $378.4 million as of January 2, 2026, compared to $350.0 million as of October 3, 2025[67] - The Company’s total other current liabilities rose to $457.6 million as of January 2, 2026, compared to $407.1 million as of October 3, 2025[67] Expenses - Research and development expenses increased to 19.6% of net revenue for the three months ended January 2, 2026, compared to 16.5% in the prior year[83] - Selling, general, and administrative expenses rose by 31.2% to $108.4 million, accounting for 10.5% of net revenue, compared to $82.6 million in the same period last year[103] - Restructuring, impairment, and other charges increased significantly by 612.5% to $11.4 million, representing 1.1% of net revenue, compared to $1.6 million in the prior year[106] - Share-based compensation expense totaled $57.7 million for the three months ended January 2, 2026, compared to $51.1 million for the same period in the previous year, representing an increase of approximately 13%[65] Taxation - The provision for income taxes for the three months ended January 2, 2026, was $30.5 million, with an effective tax rate of 27.8%[46] - The company recorded a provision for income taxes of $30.5 million for the three months ended January 2, 2026, reflecting a 7.4% increase from $28.4 million in the prior year[109] Stock and Dividends - The Company declared a cash dividend of $0.71 per share, payable on March 17, 2026, to stockholders of record as of February 24, 2026[63] - The Company has a stock repurchase program authorized for up to $2.0 billion, with approximately $1.2 billion remaining available as of January 2, 2026[60][61] - The company repurchased a total of 621,305 shares of common stock during the three months ended January 2, 2026, at an average price of $62.78 per share[137] - The company's net share repurchases are subject to a 1% excise tax under the Inflation Reduction Act, which reduces the amount available under the stock repurchase program[138] Mergers and Acquisitions - The Company has entered into a merger agreement with Qorvo, Inc., with a combined enterprise value of approximately $22.0 billion, expected to close early in calendar year 2027[68] - The Exchange Ratio in the Merger Agreement is set at 0.960 shares of Skyworks common stock and $32.50 in cash for each share of Qorvo common stock[86] - The company is involved in a merger agreement with Qorvo, Inc., and Comet Acquisition Corp., dated October 27, 2025[140] Internal Controls and Compliance - As of January 2, 2026, the company's disclosure controls and procedures were evaluated as effective at the reasonable assurance level by the CEO and CFO[132] - There were no changes to the internal control over financial reporting during the first quarter of fiscal 2026 that materially affected or are likely to materially affect the internal control over financial reporting[133] Market and Risk Factors - The company experienced a decrease in market share at a significant customer, partially offset by increased demand for Wi-Fi products[96] - The company has identified risk factors that could materially affect its business and financial condition, as discussed in the 2025 10-K report[136] - The company has not disclosed any new product or technology developments in the provided content[130] - There are no significant legal proceedings affecting the company as referenced in the financial statements[135]

Core Viewpoint - Craig-Hallum has lowered the price target for Skyworks (SWKS) to $75 from $85 while maintaining a Buy rating, indicating confidence in the company's performance despite the target adjustment [1] Group 1: Company Performance - Skyworks has demonstrated strong execution with increased smartphone unit volumes and a favorable mix shift towards higher content, leading to improved results [1] - The company exceeded quarterly expectations and provided guidance above market consensus, particularly in its Broad Markets segment, which continues to experience demand across all end markets [1] Group 2: Future Outlook - Management anticipates that blended mobile content for 2026 will remain flat year-over-year, as they defend key mobile sockets and regain some architectural changes [1] - However, it was noted that mix dynamics could potentially offset overall content growth, suggesting a cautious outlook on future performance [1]

Core Insights - Skyworks Solutions (SWKS) reported first-quarter fiscal 2026 non-GAAP earnings of $1.54 per share, exceeding the Zacks Consensus Estimate by 10.20% but down 3.8% year over year [1] - Revenues for the quarter were $1.04 billion, a decrease of 3.1% year over year, yet surpassing the consensus estimate by 3.68% [1] - SWKS shares increased by 0.46% in pre-market trading [1] Revenue Breakdown - Mobile revenues accounted for nearly 62% of total revenues, with the largest customer contributing approximately 67% of revenues in the reported quarter [2] - Broad Markets, which includes edge IoT, automotive, industrial, infrastructure, and cloud, experienced a sequential growth of 4% and an 11% year-over-year increase, driven by sectors such as edge IoT, automotive, and data center [2] Operating Performance - The non-GAAP gross margin for the first quarter was 46.6%, up 10 basis points year over year [3] - Research & development expenses rose by 310 basis points year over year to 19.6% of revenues [3] - Selling, general, and administrative expenses increased by 270 basis points to 10.5% in the reported quarter [3] - Non-GAAP operating margin contracted by 230 basis points year over year to 24.3% [3] Financial Position - As of January 2, 2026, cash and cash equivalents along with marketable securities totaled $1.57 billion, up from $1.39 billion as of October 3, 2025 [4] - Long-term debt was reported at $996.2 million, a slight increase from the previous quarter [4] - Cash generated by operating activities was $395.5 million, compared to $200 million in the prior quarter [4] - Free cash flow reached $339 million, resulting in a free cash flow margin of 32.7% [4] Future Guidance - For the second quarter of fiscal 2026, the company anticipates revenues between $875 million and $925 million [5] - A sequential decline of approximately 20% in Mobile revenues is expected, while Broad Markets are projected to remain flat sequentially, representing 44% of revenue, with a high single-digit year-over-year increase [5] - Gross margin is forecasted to be between 44.5% and 45.5%, with operating expenses estimated between $230 million and $240 million [5]