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Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
Qorvo (QRVO) investor relations material
Qorvo Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary23 Dec, 2025
Executive summary
The boards of two semiconductor companies unanimously approved a merger agreement, creating a combined entity with an estimated $7.7 billion in pro forma revenue and $2.1 billion in adjusted EBITDA, excluding synergies, and targeting $500 million or more in annualized cost synergies within 24–36 months post-closing.
The transaction involves a two-step merger, with Qorvo shareholders receiving 0.960 shares of Skyworks common stock and $32.50 in cash per Qorvo share, resulting in Skyworks shareholders owning approximately 63% and Qorvo shareholders 37% of the combined company.
The merger consideration represents a premium to Qorvo’s pre-announcement share price, and the exchange ratio is fixed, with the value of the consideration fluctuating with Skyworks’ stock price until closing.
The merger is expected to close in early 2027, subject to regulatory approvals, shareholder votes, and other customary closing conditions.
Voting matters and shareholder proposals
Skyworks shareholders will vote on the issuance of new shares and the potential adjournment of their special meeting; Qorvo shareholders will vote on the merger agreement, a non-binding advisory vote on executive compensation, and the potential adjournment of their special meeting.
Both boards unanimously recommend voting in favor of all proposals.
Approval thresholds: Skyworks requires a majority of shares present; Qorvo requires a majority of outstanding shares.
A voting and support agreement with Starboard Value LP, holding about 8% of Qorvo shares, commits those shares to support the merger.
Board of directors and corporate governance
The combined board will have 11 directors: 7 designated by Skyworks, 3 by Qorvo (including Qorvo’s CEO), and Skyworks’ CEO as a continuing director.
The combined company will be led by Skyworks’ current CEO, with Qorvo’s CEO joining the board.
Both companies’ boards are majority independent, and director independence is reviewed annually.
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Next Qorvo earnings date
Q3 202627 Jan, 2026
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Frequently asked questions
Radio Frequency Experts
Qorvo Inc. is an American company with global operations that specializes in the manufacturing of core technologies and radio frequency (RF) solutions for mobile, infrastructure, and aerospace/defense applications. The company plays a significant role in the semiconductor industry, providing components used in advanced wireless devices, wired and wireless networks, and radar and communication systems, as its products are integral in enabling fast and reliable connections across communication platforms. Qorvo is headquartered in Greensboro, North Carolina, and its shares are traded on the NYSE.
Merging Complimentary Product Portfolio
The modern form of the company was formed in 2015 through the merger of two well-established companies: RF Micro Devices (RFMD) and TriQuint Semiconductor. RFMD, founded in 1991, specialized in designing and manufacturing high-performance RF components, while TriQuint, established in 1985, was focused on RF, microwave, and millimeter-wave products. The new entity, Qorvo, was positioned to better serve the growing demand for advanced RF solutions in various sectors, including mobile devices, infrastructure, defense, and aerospace.
The Products
Qorvo specializes in the production of a broad range of semiconductor products, primarily focused on RF solutions. Their product lineup includes RF filters, amplifiers, switches, and integrated circuits (ICs), components that are essential in enabling and enhancing wireless communication. Qorvo's RF filters, such as Bulk Acoustic Wave (BAW) and Surface Acoustic Wave (SAW) filters, are pivotal in managing signal interference and ensuring clarity. Amplifiers from Qorvo are used to boost signal strength, while their switches are used to route RF signals in electronic devices. Furthermore, the company designs and manufactures advanced integrated circuits that integrate multiple RF functionalities into a single component, optimizing performance and reducing space requirements in electronic devices.
The Applications
The company’s products are used in a wide array of different fields and applications. In the telecommunications sector, their RF components are crucial for smartphones, tablets, and wireless network infrastructure, facilitating enhanced connectivity and communication. In the defense industry, Qorvo's technologies are employed in radar systems, communication equipment, and electronic warfare, contributing to advanced defense capabilities. Additionally, their solutions are used in the aerospace and automotive industry for satellite communications and navigation systems.
The ecosystem of semiconductor semiconductor companies is incredibly fascinating, and if you want to learn more about companies like Qorvo, ASML, TSMC.
Further reading: Understanding the Semiconductor Value Chain: Key Players & Dynamics
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