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Analyst
Peter Peng
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q1 (7 quarters; questions recorded in 6).
- Questions
- 13on tracked calls
- Challenge rate
- 23%3 of 13 questions
- Companies
- 2questioned at least once
- Reporting periods
- 6with 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 13 of 13 questions from 2 companies
SWKSSkyworks Solutions12 questions · 6 reporting periods · 2 of 12 challenging
Calendar 2026 Q1
should we kind of think about it as being linear in terms of revenue opportunity? Or is it kind of rising over each year
Show response
Phil confirmed Android win revenue expected to rise year-over-year through 2030, providing a tailwind to overall growth. Not a flat linear ramp.
RF content per device at your largest customer, I think it's been kind of stagnant for a number of years now
Show response
Phil confirmed blended content expected roughly flat next year with potential tailwinds from internal modem migration. Seeing increasing RF complexity from more bands, MIMO, power requirements. Multiple long-term tailwinds: more units, content growth, 6G, new form factors, and shortening refresh cycles.
Calendar 2025 Q4
How do we think about seasonalities, you know, through, like, in the year?
Show response
Phil described seasonality as fairly normal with nothing unusual. Cannot comment on customer launch timing. Characterized environment as strong demand across the board.
Is that still the base case to assume for this year or because of some of the memory constraints that, you know, this could be more of a flat market?
Show response
Phil only guides one quarter but noted very strong unit demand exceeding what has been publicly discussed. Takes input from customers directly. Would not project demand beyond current visibility.
Calendar 2025 Q3
is it the mix within the current generation? Or is it a better mix of the prior generation model that's driving better-than-expected content?
Show response
Phil confirmed it is all of the above, better units, better mix, better content across both current and prior generation models. Declined to break out specific contributions.
what is kind of back to normal growth? And what buckets are still kind of the more trend line growth?
Show response
Raji ranked growth drivers: WiFi 7 adoption leading with strong backlog into FY26. Automotive at record ~$65M/quarter exiting FY25. Data center/infrastructure rebuilding inventory after digestion. All three growing with some expected seasonality entering FY26.
Calendar 2025 Q1
which markets are showing here in your growth, which still has some work to do to get to a year-on-year growth trajectory?
Show response
Phil ranked: Wi-Fi 7 strongest growth tailwind in early innings. Automotive showing good YoY growth from connected vehicles. Infrastructure still choppy with more work needed.
they're clearly talking about some inventory build for some tariff mitigation. So I'm just wondering why there's this kind of discrepancy
Show response
Kris explained complex supply chain with multiple intermediary buffers. March quarter delivered in line with guidance with no pull-ins. June guidance assumes no pull-ins either.
Calendar 2024 Q4
on the Android space, what was the revenue number for the quarter? I think last quarter it was somewhere in that $75 million
Show response
Android revenue flat sequentially at ~$75M. Strong Google design wins secured for current and next year. Samsung and China selective. Expects Android growth this year and beyond.
I think for like two years in a row, you've lost some content not because of your technology positioning, but your relationship
Show response
Kris pushed back on relationship concern, citing 18-year partnership and collaboration on more products than ever. Diversification strategy remains unchanged. Targeting >10% broad markets growth.
Calendar 2024 Q3
on your mobile business, can you talk about your Android portion of it and what kind of trends are you seeing?
Show response
Management provided specific Android revenue breakdown: <$75M/quarter, ~50% Google, 30-40% Samsung, <10% China. Confirmed de-risked China exposure.
can you talk about the sustainability of this recovery? Or do you think that there's going to be some seasonality that might impact growth into 2025?
Show response
CFO confirmed four consecutive quarters of sequential growth, expects acceleration eventually. Long-term mid-teens YoY growth target for broad markets.
IONQIonQ, Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q1
just based on your second quarter guidance, it would imply a pretty flattish revenue through the remainder of the year?
Show response
de Masi framed guidance as conservative, noting a $15 million Q1 beat and a track record of meeting or exceeding guidance.
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 | 12 | 17%2 of 12 questions |
| IONQ IonQ, Inc. | 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 | 0%none of 2 questions | 1 |
| 2024 Q4 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q1 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 3 | 33%1 of 3 questions | 2 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q42 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q13 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth9
- Demand9
- Competitive Dynamics4
- Cloud & AI1
- Guidance Reliability1
- Trade Tariffs1
- Inventory1