SWKS Earnings Prediction
The chart below shows how SWKS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SWKS sees a +0.12% change in stock price 10 days leading up to the earnings, and a -3.33% change 10 days following the report. On the earnings day itself, the stock moves by +0.02%. This data can give you a slight idea of what to expect for the next quarter's release.
SWKS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.07B
-11.07%
4.24%
Gross Margin
41.34%
-1.92%
-1.36%
Operating Margin
17.10%
-25.16%
-8.65%
Net Margin
15.16%
-21.25%
156.95%
EPS
1.00
-30.56%
170.27%
No Data Available
SWKS Earnings Analysis
Skyworks Solutions Inc Corporation (SWKS.O) Earnings Conference Call
Positive
Strong Revenue Performance: Skyworks Solutions reported revenue of $1.068 billion for Q1 2025, slightly above the midpoint of guidance, indicating strong performance in a challenging market.
Earnings Beat Expectations: Earnings per share (EPS) reached $1.60, exceeding expectations of $1.57, showcasing effective cost management and operational efficiency.
Strong Free Cash Flow: Free cash flow generated was $338 million, representing a robust 32% free cash flow margin, highlighting strong cash generation capabilities.
Strong Operating Income Performance: Operating income was $285 million with an operating margin of 27%, reflecting effective cost control and operational performance.
Stock Repurchase Program Announcement: The company announced a new $2 billion stock repurchase program, demonstrating confidence in its financial position and commitment to returning value to shareholders.
Negative
Q2 Revenue Guidance Decline: Revenue guidance for Q2 of fiscal 2025 is projected between $935 million to $965 million, indicating a significant decline from Q1's $1.068 billion.
Mobile Business Decline Forecast: Mobile business is expected to decline mid-to-high teens sequentially, reflecting historical seasonality and potential market challenges.
Customer Revenue Decline Forecast: Content position with the largest customer is anticipated to decrease by 20% to 25%, impacting revenue starting in Q4 fiscal 2025 and continuing through fiscal 2026.
Operating Expenses Increase: Operating expenses are projected to increase to between $220 million to $228 million, driven by a reset of social charges and increased R&D project expenses, which may pressure margins.
Inventory Challenges in Growth: Industrial and infrastructure segments continue to face acute inventory headwinds, hindering growth prospects in these areas.
SWKS FAQs
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SWKS Earning Call Sentiment
Skyworks Solutions, Inc. (NASDAQ:SWKS) Q1 2025 Earnings Call Transcript
SWKS.O
0.85%Positive
The earnings call reveals mixed signals: positive financial performance with sequential revenue growth and a new stock repurchase plan, but offset by competitive pressures and potential revenue decline from a major customer. The Q&A indicates management's evasiveness on certain issues, which could raise investor concerns. Despite optimistic guidance and strategic investments, the lack of clarity on competitive positioning and inventory challenges tempers expectations, resulting in a neutral sentiment.
