• Reported GAAP EPS of $0.24 down -44.19% YoY • Reported revenue of $943.7M down -1.00% YoY • For the June quarter, Skyworks anticipates revenue of $900M to $950M, with non-GAAP diluted earnings per share of $1.03 at the mid-point of the revenue range.
Bullish
Skyworks delivered strong Q2 FY26 results, exceeding guidance, driven by a significant Android OEM design win and robust Broad Markets growth. Skyworks also advanced 6G innovation and expanded its timing solutions.
Bearish
Skyworks faces risks from key customer reliance and economic cycles, alongside decreased gross margins due to increased competition. Operational challenges in manufacturing and supply chain also impact Skyworks' performance.