We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksSWKS - Skyworks Solutions, Inc (was AHAA)

Previous 10 Next 10 
From: JakeStraw4/24/2019 10:10:19 AM
   of 1698
Skyworks Launches Suite of Custom Waveguide Circulators for 5G Infrastructure
Skyworks’ mini circulator family represents just one segment of the company’s expansive 5G infrastructure portfolio, which includes best-in-class high-efficiency drivers and small cell power amplifiers, advanced low noise amplifiers (LNAs) with integrated high-power switches and a broad range of individual RF devices. By providing key base station partners with comprehensive platforms, Skyworks is facilitating an essential first step in the deployment of 5G and ensuring the standard’s rapid commercialization.

“Skyworks is excited to once again be at the forefront of leading technologies enabling 5G,” said David Stasey, vice president and general manager of diversified analog solutions for Skyworks. “Our ultra-compact, high performance circulators demonstrate how we are leveraging our unique capabilities to enhance network efficiency and deliver higher capacity with greater coverage. When combined with our mobile and Internet of Things solutions, we are truly empowering end-to-end 5G connectivity.”

Share RecommendKeepReplyMark as Last Read

From: JakeStraw4/26/2019 11:17:17 AM
   of 1698
3 Things Investors Need to Know Ahead of Skyworks' Earnings Report

Share RecommendKeepReplyMark as Last Read

From: JakeStraw5/3/2019 7:52:54 AM
   of 1698
Skyworks Reports Q2 FY19 Results
“Leveraging the strength of our business model and momentum across our high-growth broad markets and Internet of Things portfolio, Skyworks delivered another quarter of solid performance,” said Liam K. Griffin, president and chief executive officer of Skyworks. “At a higher level, our advanced connectivity solutions are enabling the critical wireless protocols that form the backbone of today’s mobile economy. From data center to cloud, media and entertainment, to e-commerce and ride-hailing services, our innovative technology is underpinning the newest generation of connected applications. As we transition to 5G, these connections become increasingly more important. Through our unique systems expertise, strategic partnerships and global scale, Skyworks is well positioned to address the technical challenges and complexity of 5G, capitalizing on a new era of unprecedented opportunity.”

Second Fiscal Quarter Business Highlights

Unveiled Sky5™ Ultra and Sky5™ LiTE for cellular applications
Powered Google’s Pixel with a suite of front-end solutions
Deployed SkyOne® and DRx technology for Samsung’s flagship Galaxy S10 smartphones
Secured 5G massive MIMO infrastructure wins with Ericsson and Nokia
Commenced volume production of ultra-compact mini circulators for 5G base stations
Captured sockets in the first commercially ready 5G indoor access point
Extended reach into aerospace and defense markets with introduction of C-band filters
Leveraged portfolio of analog SoCs across new high-fidelity gaming headsets and Samsung’s premium soundbars
Expanded automotive footprint with LTE devices supporting eCall, remote entry and in-cabin entertainment features
Launched Wi-Fi 6 engines at Aruba, Asus, Cisco and NetGear
Enabled long-range M2M communications in smart meters and city street lighting
Achieved Verizon certification for mobile IoT system-in-package deployments
Ramped connectivity modules and analog control ICs for Arlo’s industry-leading security systems

Share RecommendKeepReplyMark as Last Read

From: JakeStraw5/3/2019 12:21:14 PM
   of 1698
Skyworks Solutions Inc (SWKS) Q2 2019 Earnings Call Transcript

Share RecommendKeepReplyMark as Last Read

From: mlc1785/16/2019 5:32:57 PM
   of 1698
So Huawei is barred from buying from Skyworks unless it gets US govt approval. Who else can Huawei turn to for GaAs parts? Are the Japanese any good at producing GaAs parts?

Anyway I am guessing Huawei can get approval for smartphone parts. Parts for 5G infrastructure would be more difficult to get approval for.

Share RecommendKeepReplyMark as Last Read

From: mlc1785/17/2019 3:30:06 PM
   of 1698
The ban on sales to Huawei will definitely benefit non-American companies. For example both Infineon and NXP make RF front end components for handsets and GaN transistors for basestations.

For some parts Huawei can copy them and, if caught, pay a patent licensing fee. The Chinese are masters at spy and copy which is one of the reasons why Huawei got hit with this ban.

Share RecommendKeepReplyMark as Last Read

From: mlc1786/4/2019 1:11:50 PM
   of 1698
Qorvo, Analog Devices, Macom, NXP, Infineon, and some Japanese companies have GaN products available. Skyworks and Broadcom do not. That could put Skyworks at a disadvantage in some applications.

For example some recent PR's from Qorvo:

06/04/2019 Qorvo GaN and GaAs Amplifiers Selected by Syrlinks for Space Applications
06/03/2019 Qorvo Adds New GaN Power Amplifiers for Mission-Critical Applications
06/03/2019 Qorvo Breaks Power Barrier with 10W Ka-Band GaN Amplifier

Share RecommendKeepReplyMark as Last Read

From: JCO247/8/2019 4:52:22 PM
   of 1698
Skyworks Solutions has an 82.7% share of sales in China, which is definitely something you don’t want to see right now. Trade war forecasts are not looking good, it has a “Strong Sell” Zacks Rating, and insiders are selling (see SEC 10Q).


Share RecommendKeepReplyMark as Last Read

From: mlc1787/9/2019 12:34:11 PM
   of 1698
WASHINGTON (Reuters) - The U.S. Department of Commerce will issue licenses to U.S. companies seeking to sell to Chinese telecoms equipment giant Huawei Technologies Co Ltd where there is no threat to national security, Commerce Secretary Wilbur Ross said on Tuesday.

“To implement the president’s G20 summit directive two weeks ago, Commerce will issue licenses where there is no threat to U.S. national security,” Ross said, referring to the meeting of world leaders in Japan.

“Within those confines, we will try to make sure that we don’t just transfer revenue from the U.S. to foreign firms,” he said.

Share RecommendKeepReplyMark as Last Read

From: mlc1788/1/2019 11:42:21 PM
   of 1698
QRVO (competitor of SWKS) went up $4.16 in after hours.
From Zacks:

Qorvo (QRVO) came out with quarterly earnings of $1.36 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $0.96 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of 18.26%. A quarter ago, it was expected that this chipmaker would post earnings of $1.06 per share when it actually produced earnings of $1.22, delivering a surprise of 15.09%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.


That's super considering the company got cut off from Huawei.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10