The earnings call presented a generally positive outlook with strong shareholder returns, growth in diversified businesses, and robust financial discipline. However, challenges remain in the mobile segment and competitive pressures with major customers, as well as macroeconomic uncertainties related to tariffs.

Company Guidance -

Q3 2025

During the Skyworks Solutions second quarter fiscal year 2025 earnings call, the company reported revenue of $953 million, exceeding the midpoint of their guidance, with earnings per share at $1.24 and a free cash flow of $371 million. Skyworks returned a record $600 million to shareholders, highlighting their confidence in long-term growth. The mobile segment accounted for 62% of total revenue, experiencing a 17% sequential decline due to seasonal patterns. Meanwhile, the diversified business portfolio, including Edge IoT, automotive, and Wi-Fi 7, grew 2% sequentially and 3% year-over-year, marking five consecutive quarters of sequential revenue growth. Gross margin stood at 46.7%, with operating income at $222 million, translating to an operating margin of 23.3%. Skyworks anticipates third quarter revenue between $920 million and $960 million, projecting a gross margin between 46% and 47%, and operating expenses in the range of $220 million to $230 million.

Record Shareholder Returns

Skyworks returned a record $600 million to shareholders through share repurchases and dividend payments, the highest amount ever.

Strong Free Cash Flow

The company generated free cash flow of $371 million, resulting in a 39% free cash flow margin, showcasing robust cash generation.

Growth in Diversified Businesses

Broad markets portfolio, including Edge IoT, automotive, and industrial, increased 2% sequentially and grew 3% year-over-year, marking five consecutive quarters of growth.

Wi-Fi 7 and Automotive Growth

Wi-Fi 7 adoption is accelerating, and the automotive segment is seeing strong year-over-year growth driven by software-defined vehicles.

Financial Discipline

Skyworks exceeded gross margin expectations at 46.7% and maintained strong operating cash flow, highlighting financial discipline and operational efficiency.

Leadership Team Strengthening

New executive appointments include Mark Dentinger as CFO and Todd Lepinski as Senior Vice President of Sales and Marketing, indicating a focus on strategic leadership.

Skyworks Solutions (SWKS) Earnings, Revenues Date & History

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SWKS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q3)	1.24 / -	1.21	―	―	―
May 07, 2025	2025 (Q2)	1.20 / 1.24	1.55	-20.00% (-0.31)	―
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)	―

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

SWKS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2025	$66.20	$66.61	+0.62%
Feb 05, 2025	$85.30	$64.26	-24.67%
Nov 12, 2024	$84.59	$80.84	-4.43%
Jul 30, 2024	$113.64	$109.71	-3.46%

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.