Skyworks makes the tiny radio chips that let phones, cars, and smart-home gadgets connect wirelessly — the plumbing inside every device that talks to a network.
Most revenue comes from selling front-end modules and filters to smartphone makers, with annual revenue of USD 4.09B and a gross margin around 41%. Net margin has shrunk from 20.59% in 2023 to 11.67% in 2025 — still profitable but less so.
Skyworks' RF know-how and long-standing design wins with Apple and Samsung create switching costs, but Qualcomm and Broadcom are pushing into the same modules with integrated chips. Moat is eroding as those competitors bundle more functions and squeeze pricing
Sell (sector percentile 12) — value B+, growth D-, profitability C, momentum C-, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Q3 revenue and EPS beat, but weak Q4 guide led to PT cuts
Post-earnings analyst cut and gap-down highlight concerns over weak guidance
New devices target AI data centers and time-sensitive infrastructure, combining sync, ultra-low jitter clocking, and AccuTime software.
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