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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Edward Snyder | Charter Equity Research | 19 questions · 16% challenging |
| Chris Rolland | Susquehanna | 12 questions · 8% challenging |
| Peter Peng | JPMorgan | 12 questions · 17% challenging |
| Nick Doyle | Needham | 7 questions · 14% challenging |
| Karl Ackerman | BNP Paribas | 7 questions · 0% challenging |
| Krish Sankar | TD Cowen | 7 questions · 0% challenging |
| Tim Arcuri | UBS | 6 questions · 50% challenging |
| Chris Caso | Wolfe Research | 6 questions · 0% challenging |
| Liam Pharr | Bank of America | 5 questions · 0% challenging |
| Harsh Kumar | BMO Capital Markets | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Charter Equity Research | 1 analyst | 19 questions · 16% challenging |
| Susquehanna | 1 analyst | 12 questions · 8% challenging |
| JPMorgan | 1 analyst | 12 questions · 17% challenging |
| BNP Paribas | 3 analysts | 11 questions · 0% challenging |
| TD Cowen | 2 analysts | 9 questions · 0% challenging |
| Needham | 1 analyst | 7 questions · 14% challenging |
| Bank of America | 2 analysts | 7 questions · 0% challenging |
| UBS | 1 analyst | 6 questions · 50% challenging |
On July 28, 2026, Skyworks and Qorvo announced the expected executive leadership team for the combined company, effective upon completion of the pending mergers. Skyworks president and chief executive officer Phil Brace will serve as chief executive officer of the combined company, with Philip Carter as chief financial officer and nine named executives reporting to Brace. Qorvo chief executive officer Bob Bruggeworth is expected to join the combined company's board post-close.
What each event means for SWKS’s sentiment score is part of Tellvest Pro.
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 |
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q2 in brief
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.
Sources. Tellvest earnings-call sentiment score for Skyworks Solutions (SWKS), FY2026 Q2: 3/10. Scores: Skyworks Solutions’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: SWKS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.02B | -15.9% | $0.37 | -75.8% | 41.9% | 5.8% | 5.9% | $387M |
| FY2025 Q1 | $1.07B | -11.1% | $1.00 | -30.6% | 41.4% | 16.9% | 15.2% | $338M |
| FY2025 Q2 | $953M | -8.9% | $0.43 | -62.3% | 41.1% | 10.2% | 7.2% | $363M |
| FY2025 Q3 | $965M | +6.6% | $0.70 | -6.7% | 41.6% | 11.5% | 10.9% | $246M |
| FY2025 Q4 | $1.10B | +7.3% | $0.94 | +154.1% | 40.7% | 10.1% | 12.9% | $144M |
| FY2026 Q1 | $1.04B | -3.1% | $0.53 | -47.0% | 41.3% | 11.1% | 7.6% | $339M |
| FY2026 Q2Selected | $944M | -1.0% | $0.24 | -44.2% | 40.8% | 4.5% | 3.8% | $-32M |
| FY2026 Q3 | $935M | -3.1% | $0.22 | -68.6% | 40.1% | 5.2% | 3.6% | $-17M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
GAAP revenue YoY -1.00% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What SWKS and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“regarding the Qorvo combination, regulatory reviews are progressing as expected.”
Skyworks' pending acquisition of Qorvo is advancing through regulatory review (Phase 2 China SAMR), with a potential close in late 2026 and $500M+ targeted synergies.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SWKS Skyworks Solutions | 3 | -1.0% | |
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| ARM Arm Holdings | 7 | +20.1% | |
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| LRCX Lam Research | 9 | +23.8% | |
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| 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% | |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 | +35.1% | |
| TXN Texas Instruments | 9 | +18.6% |