The earnings call presented a mixed sentiment. While Skyworks demonstrated strong financial performance and growth in the mobile and broad markets segments, concerns over a significant content loss with its largest customer and ongoing challenges in industrial and infrastructure dampen the outlook.

Company Guidance

During Skyworks Solutions' fiscal Q1 2025 earnings call, the company provided guidance for the second quarter, projecting revenue between $935 million and $965 million. This reflects a sequential decline in their mobile business, anticipated to decrease by mid-to-high teens, consistent with historical seasonality. However, Skyworks expects additional sequential growth in the Broad Markets segment, despite ongoing inventory challenges in industrial and infrastructure sectors. The gross margin is forecasted between 45.5% and 46.0%, slightly adjusted for lower sales volumes. Operating expenses are expected to range from $220 million to $228 million, driven by increased R&D project expenses and social charge adjustments at the start of the calendar year. Other income is projected at $6 million, with an effective tax rate of 12% to 12.5%, leading to an anticipated diluted earnings per share of $1.20 at the midpoint of the revenue range. The company also announced a new $2 billion stock repurchase program as part of its capital allocation strategy.

Strong Financial Performance

Skyworks reported revenue of $1.068 billion, earnings per share of $1.60, and generated free cash flow of $338 million, exceeding the mid-point of guidance.

Mobile Segment Growth

Mobile revenue grew 6% sequentially, driven by multiple product launches across top mobile customers.

Broad Markets Momentum

Broad Markets experienced modest growth for four consecutive quarters, with expectations for continued growth as demand signals and backlog improve.

Automotive Segment Recovery

Automotive returned to year-over-year growth due to design wins in connected car, onboard charging, and infotainment.

New CEO Announcement

Philip Brace was announced as the new President and CEO, bringing extensive experience from Sierra Wireless, Blackberry, Lantronix, and Inseego.

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Skyworks Solutions (SWKS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SWKS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2025	2025 (Q2)	1.20 / -	1.55	―	―	―
Feb 05, 2025	2025 (Q1)	1.57 / 1.60	1.97	-18.78% (-0.37)	―
Nov 12, 2024	2024 (Q4)	1.52 / 1.55	2.2	-29.55% (-0.65)	―
Jul 30, 2024	2024 (Q3)	1.21 / 1.21	1.73	-30.06% (-0.52)	―
Apr 30, 2024	2024 (Q2)	1.52 / 1.55	2.02	-23.27% (-0.47)	―
Jan 30, 2024	2024 (Q1)	1.95 / 1.97	2.59	-23.94% (-0.62)	―
Nov 02, 2023	2023 (Q4)	2.10 / 2.20	3.02	-27.15% (-0.82)	―
Aug 07, 2023	2023 (Q3)	1.67 / 1.73	2.44	-29.10% (-0.71)	―
May 08, 2023	2023 (Q2)	2.02 / 2.02	2.63	-23.19% (-0.61)	―
Feb 06, 2023	2023 (Q1)	2.59 / 2.59	3.14	-17.52% (-0.55)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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SWKS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2025	$87.08	$65.60	-24.67%
Nov 12, 2024	$86.35	$82.52	-4.44%
Jul 30, 2024	$116.00	$111.99	-3.46%
Apr 30, 2024	$104.30	$88.36	-15.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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