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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ed Snyder | Charter Equity Research | 17 | 18% |
| Peter Peng | JPMorgan | 12 | 17% |
| Chris Rolland | Susquehanna | 10 | 10% |
| Krish Sankar | TD Cowen | 7 | 0% |
| Nick Doyle | Needham | 7 | 14% |
| Chris Caso | Wolfe Research | 6 | 0% |
| Tim Arcuri | UBS | 6 | 50% |
| Harsh Kumar | Piper Sandler | 5 | 0% |
| Karl Ackerman | BNP Paribas | 5 | 0% |
| Liam Pharr | Bank of America | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Charter Equity Research | 1 | 17 | 18% |
| JPMorgan | 1 | 12 | 17% |
| Susquehanna | 1 | 10 | 10% |
| TD Cowen | 2 |
| 9 |
| 0% |
| BNP Paribas | 3 | 9 | 0% |
| Bank of America | 2 | 7 | 0% |
| Needham | 1 | 7 | 14% |
| UBS | 1 | 6 | 50% |
Skyworks secured a billion-dollar multigenerational Android design win as revenue of $944 million exceeded guidance for the fifth consecutive quarter, with broad markets achieving its ninth consecutive growth quarter at 30% year-over-year gains. However, input cost headwinds from expedite fees, gold prices, and supply dynamics pressured gross margin while GAAP earnings were compressed by Qorvo transaction costs. The Qorvo regulatory review entered Phase 2 at SAMR with timeline uncertainty, and Q3 guidance targeted $900-$950 million.
Revenue Growth | Competitive Dynamics | Demand | Margin | Innovation & R&D | M&A | Cost Pressure | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 7 | 2 | 4 | 2 | 4 | |
| 2025Q1 | 5 | 6 | 2 | 1 | 2 | 1 | 1 | |
| 2025Q2 | 5 | 5 | 4 | 1 | 3 | 1 | 1 | 2 |
| 2025Q3 | 9 | 6 | 7 | 4 | 1 | 3 | 2 | |
| 2025Q4 | 6 | 8 | 9 | 2 | 2 | 1 | 1 | 1 |
| 2026Q1 | 7 | 5 | 6 | 3 | 2 | 5 | 3 | |
| 2026Q2 | 6 | 7 | 4 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 5 | 5 | 9 | 6 | 7 | 6 |
| Competitive Dynamics | 5 | 6 | 5 | 6 | 8 | 5 | 7 |
| Demand | 7 | 2 | 4 | 7 | 9 | 6 | 4 |
| Margin | 2 | 1 | 1 | 4 | 2 | 3 | 2 |
| Innovation & R&D | 4 | 2 | 3 | 2 | 2 | 1 | |
| M&A | 2 | 1 | 1 | 1 | 5 | 1 | |
| Cost Pressure | 1 | 1 | 3 | 1 | 3 | 2 | |
| Inventory | 4 | 1 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SWKS Skyworks Solutions | 3 | -1.0% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |