Mobile Revenue GrowthSWKS's guide for Mobile revenues to grow mid-single-digit percentage quarter-over-quarter in the December quarter was a positive given low China Android exposure and sales into AAPL's broader product portfolio lessen the impact of iPhone softness.
New Opportunities With ApplePotential new socket wins at AAPL, including possible RF/PA content for the purported AAPL 5G modem, would be a key catalyst for shares.
Strategic Focus On High-End AndroidSkyworks made the correct strategic decision to focus on high-end Android customers like Google and Samsung, which has shielded them from weak market and competition headwinds.