Skyworks Solutions, Inc. (SWKS) Earnings Call Transcripts

Skyworks Solutions, Inc.'s Latest Earnings Call - September 10, 2026

In the earnings call held on September 10, 2026, Skyworks Solutions, Inc. (SWKS:US) management reiterated their confidence in closing the merger with Qorvo by year-end, which is expected to significantly enhance revenue and operational synergies. The company reported strong growth in the data center segment, with year-over-year growth exceeding 50%. Management maintained a long-term growth outlook of mid- to high-single digits, with gross margins projected to reach 50-55% post-merger, driven by a favorable shift towards higher-margin segments such as defense and aerospace.

Reported metrics

Guidance from management

Management maintained a long-term growth outlook of mid- to high-single digits, with gross margins expected to improve to 50-55% post-merger. They emphasized the importance of executing on synergies and capturing market opportunities in high-growth segments.

What management said

Well, I mean, I think the future continues to be pretty bright. We talked about that being growing greater than 50% year-over-year. We're ahead of that. I don't expect that to be slowing down anytime soon. So you kind of continue to grow at that space. And I think when you take that, some of those businesses, combined with some of the aerospace and defense business, combined with some of the auto, some of the WiFi, y...

Like generally, that's a tailwind because when you use external modem, there was a certain products that are bundled with them. And so generally, it's a tailwind to do that. But once they transition completely off that, then that effective that relative tailwind is behind us, right? But I think for us, when we look at what we're trying to do in the mobile segment, it's really continue to focus on the premium tier, s...

What analysts pressed on

Analysts expressed concerns about the competitive landscape post-merger and how effectively Skyworks can integrate Qorvo's operations. There were also questions regarding the potential for revenue synergies and the impact of rising input costs on margins.

Main topics on the call

• Merger with Qorvo — Management expressed confidence in closing the merger by year-end, stating, "we are very confident that we're going to close this calendar year." The merger is expected to create a combined revenue of approximately $5.5 ...
• Data Center Growth — Skyworks reported that their data center business is growing at least 50% year-over-year, with management noting, "those businesses are supply constrained right now." This segment is expected to continue its strong growt...
• Cost Synergies — Management indicated an increase in confidence regarding achieving the $500 million in cost synergies from the merger, stating, "my confidence in the synergies has gone up." They are already engaging in pre-synergizing e...
• Revenue Synergies — While management was cautious about quantifying revenue synergies, they highlighted the potential for growth through combined engineering talent and technology, saying, "we're bringing together thousands of RF engineers ...

Read the full Skyworks Solutions, Inc. transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 54 Skyworks Solutions, Inc. earnings call transcripts on record, spanning January 7, 2020 to September 10, 2026. Based on this history, Skyworks Solutions, Inc. reports quarterly. The most recent call on file is dated September 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SWKS

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

54

First call

January 7, 2020

Most recent

September 10, 2026

Reporting cadence

quarterly