Skyworks Solutions' fourth quarter results were marked by a combination of broad market momentum and stable mobile performance. Management pointed to ongoing growth in edge IoT, automotive, and data center segments, which collectively contributed to outperformance relative to Wall Street’s revenue and profit expectations. CEO Philip Brace attributed the quarter's results to robust execution in flagship mobile programs and expanding design wins in Wi-Fi 7 and automotive connectivity, while highlighting that smartphone replacement cycles are beginning to shorten. Management maintained a focus on disciplined investment and customer engagement amid industry-wide component pricing conversations.
Is now the time to buy SWKS? Find out in our full research report (it’s free for active Edge members).
Skyworks Solutions (SWKS) Q4 CY2025 Highlights:
- Revenue: $1.04 billion vs analyst estimates of $1.00 billion (3.1% year-on-year decline, 3.4% beat)
- Adjusted EPS: $1.54 vs analyst estimates of $1.40 (10.1% beat)
- Adjusted EBITDA: $325 million vs analyst estimates of $277.5 million (31.4% margin, 17.1% beat)
- Revenue Guidance for Q1 CY2026 is $900 billion at the midpoint, above analyst estimates of $871.5 million
- Adjusted EPS guidance for Q1 CY2026 is $1.04 at the midpoint, above analyst estimates of $0.96
- Operating Margin: 10%, down from 16.9% in the same quarter last year
- Inventory Days Outstanding: 115, up from 105 in the previous quarter
- Market Capitalization: $9.26 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From Skyworks Solutions’s Q4 Earnings Call
- Harsh Kumar (Piper Sandler) asked about the specific technology and R&D benefits of the Qorvo deal. CEO Philip Brace highlighted complementary portfolios, particularly in RF technologies, and the potential to innovate across product categories.
- Karl Ackerman (BNP Paribas) questioned where broad market growth would be strongest and what would drive long-term expansion. Brace pointed to Wi-Fi adoption, automotive connectivity, and data center power/timing products as main growth areas.
- Edward Snyder (Charter Equity Research) probed on mobile content stability and mix impact. Brace explained that content gains could be moderated by model mix, making blended content per device flat, and noted ongoing strong demand.
- Timothy Arcuri (UBS) inquired about potential pricing pressure from the largest customer and repurchase activity. CFO Philip Carter said competitive pricing remains dynamic, but current demand is absorbing supply, and buybacks will be considered with financial prudence.
- Peter Peng (JPMorgan) asked about unit demand and seasonality in the mobile segment. Brace confirmed strong current demand and said seasonality remains normal, with no unusual patterns anticipated.
Catalysts in Upcoming Quarters
In the coming quarters, the StockStory team will be watching (1) the pace of adoption and revenue contribution from Wi-Fi 7 and automotive connectivity, (2) execution on data center power and timing product launches, and (3) progress on integration planning and regulatory milestones for the Qorvo transaction. The company’s ability to manage mobile content stability and pricing dynamics will also be a key area of focus.
Skyworks Solutions currently trades at $61.45, up from $55.93 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).
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