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Analyst
Nick Doyle
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q2 (4 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 13%1 of 8 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 2 companies
SWKSSkyworks Solutions7 questions · 4 reporting periods · 1 of 7 challenging
Calendar 2025 Q2
can you just talk about how that business is performing in the quarter and any specific demand drivers?
Show response
Phil confirmed infrastructure inventory overhang appears behind them. Supply/demand now aligned with consumption. AI workloads driving upgrades to 800G and 1.6T switches increasing demand for precision timing solutions.
any reason to think that's very different from the average 15% of overall Apple revenue in 3Q or 4Q?
Show response
Raji confirmed top customer was ~63% of sales with ~85% Mobile / ~15% Broad Markets split. Expects similar percentage and split to continue into September quarter.
Calendar 2025 Q1
How big was a large customer in the quarter? And directionally, how is there a broad markets piece performing?
Show response
Largest customer split remains ~85% mobile, ~15% broad markets. Expected to continue in next couple quarters. Gross margin holding above 45% from favorable mix shift.
Calendar 2024 Q4
do you have any indication of how long inventory headwinds will slow the industrial and infrastructure piece?
Show response
Limited visibility on industrial/infrastructure timeline. Distribution channel clean but customer-level excess persists. Less exposed than peers, IoT 40-45%, auto ~20%, infra smaller share.
the kind of the first point in your press release talked about a 5G premium Android content win
Show response
Kris confirmed Samsung Galaxy design wins and other Samsung products but did not provide specifics on the 5G Android content opportunity size or ramp timing.
Calendar 2024 Q3
Can you be any more specific in terms of products or maybe the connectivity if it's RF or a Wi-Fi type opportunities
Show response
Liam highlighted Google and Samsung as enterprise technology companies offering broader engagement beyond smartphones, but avoided specific product category breakdown.
why not halt those shipments more aggressively at the beginning of the year? And kind of burn through that inventory quicker
Show response
Liam explained Skyworks targets shipping in line with real end-customer demand rather than aggressive destocking. Channel/customer inventory management requires careful balance.
SMCISupermicro1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Are you seeing the same GPU allocations for Blackwell as you have for Hopper? How has your supply changed as more competitors enter the market
Show response
Allocation constraints easing somewhat from Hopper era but still present. Customer demand exceeds available supply.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| SWKS Skyworks Solutions | 7 | 14%1 of 7 questions |
| SMCI Supermicro | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 2 | 50%1 of 2 questions | 1 |
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Competitive Dynamics3
- Inventory3
- Revenue Growth3
- Supply Chain2
- Innovation & R&D1