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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Skyworks Solutions (SWKS) investor relations material
Skyworks Solutions Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025
Leadership insights and strategic focus
New CEO impressed by engineering talent and innovation, sees strong future in wireless connectivity.
Key improvement areas include better execution with the largest customer and enhancing the Broad Markets business, which is growing but underappreciated.
M&A is now a higher priority, with interest in technology-adjacent, high-margin, and less volatile businesses, especially outside consumer markets.
Focus remains on shareholder value, with openness to consolidation if regulatory and strategic conditions align.
Market performance and business drivers
Recent quarters showed broad-based strength, with solid demand in handsets (including a ramp at Google) and continued growth in Broad Markets.
Edge AI and increased RF complexity are expected to drive a multi-year smartphone replacement cycle and expand the total addressable market.
Internal modem adoption by the largest customer could add $2 per phone in content opportunity.
No changes to recent guidance; business is tracking as expected.
Customer relationships and competitive positioning
Maintains a strong, collaborative relationship with the largest customer, focusing on innovation and high-volume delivery.
Competitive environment requires constant innovation and exceeding specifications to win and retain content.
Android market exposure is about $100 million, with Google as a key partner; focus is on high-end, technology-driven segments rather than low-cost, high-volume markets.
Describe M&A targets to diversify revenue
Detail Broad Markets' key growth drivers
Edge AI's impact on smartphone RF content?
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Next Skyworks Solutions earnings date
Q4 202512 Nov, 2025
Next Skyworks Solutions earnings date
Q4 202512 Nov, 2025
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anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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Frequently asked questions
Skyworks Solutions (NASDAQ: SWKS) designs, develops, and supplies high performance analog semiconductors that solve power challenges facing the electronics industry. It combines the product and system expertise with a global sales, design and marketing organization to deliver the customer experience required to compete in today's marketplace. The company was incorporated in 1962 and is headquartered in Irvine, California.
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