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   Technology StocksSWKS - Skyworks Solutions, Inc (was AHAA)

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From: JakeStraw12/9/2019 9:44:51 AM
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Skyworks +2.4% amid two-notch upgrade from BofA

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From: JakeStraw12/20/2019 12:20:33 PM
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This chipmaker is sitting on a major catalyst that could drive massive growth next year.

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From: JakeStraw1/14/2020 2:48:55 PM
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Cellular-based Solution Certified by Global Carriers Including KDDI, NTT Docomo, SoftBank and Verizon

IoT manufacturers are quickly embracing cellular connectivity given its ability to deliver a secure, real-time device-to-cloud connection needed for remote monitoring, control, or management. This low-power, wide area network (LPWAN) capability is ideal for widely adopted consumer products such as smartwatches, wearables and asset trackers, as well as industrial and infrastructure applications such as gas, water and electric metering, machine monitoring, factory automation, supply chain and logistics oversight.

“With the emergence of 5G, IoT devices utilizing Skyworks’ carrier-certified solutions will go to market faster and be more cost-effective than implementing discrete architectures,” said John O’Neill, vice president of marketing for Skyworks. “Skyworks has established itself as a leader in developing breakthrough 5G platforms for mobile and has now combined this expertise with market leading modem technology to provide extremely power-efficient and unmatched integration for IoT innovations globally.”

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From: JakeStraw1/14/2020 2:50:53 PM
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Solutions Offer Enhanced IoT Connectivity for Expanding Connected Home Market

Skyworks’ wireless engines deliver extended range as well as maximum power and efficiency in a compact form-factor, enabling breakthrough features such as live HD video feeds, remote siren activation and two-way communication from a mobile device. In addition, Skyworks’ technology facilitates cloud connectivity for data and video storage features in these emerging IoT applications.

The rapid proliferation of home security systems is providing end users with the ability to monitor their residence remotely - adding to the growing list of conveniences and safety measures available in today’s connected home. According to an October 2019 Strategy Analytics report, global surveillance home camera sales will surge to more than 111 million units by 2023, up from approximately 54 million units in 2019, representing a 20 percent compounded annual growth rate. They also predict that the growth in consumer spending on video doorbells will be the highest of any camera category over this period.

“Skyworks is uniquely delivering advanced architectures for short and long range connectivity throughout smart homes, empowering a multitude of IoT products,” said Carlos Bori, senior vice president of sales and marketing for Skyworks. “From security cameras and sensors to doorbells, locks, appliances and lighting, our solutions are driving convenience, safety features, and efficiency. We are delighted to partner with market leaders in bringing next generation technologies to life.”

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From: JakeStraw1/14/2020 2:52:29 PM
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Provides Turnkey Solutions for Top Global Brands

Sound bars are speakers that help create an immersive, theater-like experience. By occupying minimal space and eliminating the need for multiple speakers and external wiring, consumers are able to enjoy versatile, quality sound in their home. Skyworks’ sixth generation cognitive wireless devices are the industry’s leading fixed low-latency audio solutions that deliver uncompressed, superior quality. Further, Skyworks’ proprietary platforms provide extreme interference resistance and co-existence for standards like Wi-Fi® and Bluetooth®.

“Skyworks is pleased to offer unique ASoCs that deliver vital digital signal processing and wireless capabilities for high quality sound bars in today’s smart home,” said Manpreet Khaira, vice president and general manager of AI Solutions for Skyworks. “With a multitude of emerging applications requiring premium audio and AI functionality, we provide manufacturers with highly-integrated devices that set new performance standards and expedite time-to-market.”

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From: JakeStraw1/24/2020 2:31:40 PM
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Delivers Revenue of $896 Million, Up 8% Sequentially
Posts GAAP Diluted EPS of $1.50; Non-GAAP Diluted EPS of $1.68
Generates $398 Million in Cash Flow from Operations
Guides to Better-than-Seasonal Revenue Trends in Q2 FY20

First Fiscal Quarter Business Highlights

Ramped Sky5® portfolio across Oppo, Vivo and Xiaomi 5G mobile platforms
Powered rapidly emerging 5G massive IoT applications with cellular-based solutions certified by KDDI, NTT Docomo, SoftBank and Verizon
Advanced automotive content with SkyOne®, Wi-Fi 6 and V2X portfolio
Extended market leadership position in high-speed 802.11ax access points with advanced 2.4 and 5 GHz FEMs
Introduced Bluetooth® Low Energy modules for Proctor & Gamble’s infant monitoring system
Leveraged Zigbee®, Thread and Bluetooth® Low Energy architectures for extended-range smart gas meter applications
Commenced volume production of Wi-Fi 6 connectivity engines for ZTE and Belkin/Linksys
Supported GoPro’s next-generation wearable, waterproof action camera with GPS technology
Shipped LoRa devices powering premium home security platforms
Expanded infrastructure footprint with 5G massive-MIMO and small cell base station design wins

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From: JakeStraw1/24/2020 2:40:58 PM
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Skyworks Solutions, Inc. (SWKS) CEO Liam Griffin on Q1 2020 Results - Earnings Call Transcript

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From: JakeStraw2/11/2020 10:08:03 AM
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Skyworks Advances Next Generation Wi-Fi 6E
As a result of increasing demand for high data applications such as streaming media/TV/audio, social media and smart home devices, there has been an initiative to open up additional frequency bands to complement the existing 2.4 and 5 GHz bands. This new spectrum is expected to be made available by regulators around the world and it represents an opportunity to deliver the benefits of Wi-Fi 6 coupled with increased bandwidth available in the new 6 GHz band.

“Skyworks is leveraging our expertise to produce connectivity solutions that address the insatiable demand for more data and the ever-evolving needs of the market,” said Dave Stasey, vice president and general manager of diversified analog solutions for Skyworks. “We look forward to continuing our tradition of innovation and providing the highest performance solutions for our OEM customers which deliver maximum Wi-Fi range and speeds.”

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From: mlc1783/9/2020 2:57:05 PM
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BARRON'S: 2 Chip Stocks to Buy After the Big Market Drop, According to an Analyst

By Tae Kim
March 9, 2020 2:34 pm ET

The recent market decline due to uncertainty over the coronavirus is providing attractive buying opportunities in the semiconductor sector, according to Wells Fargo Securities.

Chip stocks have tumbled, along with equity markets. The iShares PHLX Semiconductor ETF(ticker: SOXX), which tracks the performance of a widely followed semiconductor-sector index, has declined by about 14% over the past month, compared with the 16% drop for the S&P 500.

Wells Fargo analyst Gary Mobley on Monday reiterated his Overweight ratings for both Qorvo(QRVO) and Skyworks Solutions(SWKS). He noted both chip makers already modestly lowered their financial forecasts due to the coronavirus last week.

“Following a recent round of estimate cuts for QRVO & SWKS...we believe [next 12 months] estimates have been largely de-risked,” he wrote. “We suggest investors buy shares of QRVO & SWKS following the recent sell off.”

Qorvo shares were down 4.5% to $90.09, while Skyworks stock declined 6.7% to $89.27 on Monday afternoon. The chip companies make radio-frequency, or RF, semiconductors, which enable smartphones to communicate with wireless networks.

The analyst said the two companies are the “best-in-class” ways to play the growth in 5G smartphones as the amount of RF chip content is much higher in 5G phones than in the prior 4G models. He also thinks China may subsidize the cost of 5G handsets to boost demand and help its economy.

“We believe wider adoption of 5G...will drive [the] smartphone industry to transition to more global designs (which uses more expensive,” he wrote.

Wall Street analysts are mixed on Qorvo. About 54% have ratings of Buy or the equivalent on the stock, while 46% have Hold ratings, according to FactSet. Views about Skyworks are similar, with 55% at Buy and 42% at Hold.

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From: mlc1783/9/2020 4:17:33 PM
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Smartphone sales are collapsing in China. They could plunge 40% in Q1

By Sherisse Pham, CNN Business

Updated 5:42 AM ET, Fri February 28, 2020

Hong Kong (CNN Business)China's smartphone market, the biggest in the world, is set for a massive plunge due to the novel coronavirus outbreak.

Smartphone shipments in China will likely fall 40% in the first quarter of 2020 compared with the same period last year, according to a new report from research firm IDC.

That means Chinese consumers will buy 33 million fewer phones in the first three months of the year, according to Will Wong, an analyst with IDC.

When IDC updated its forecast last year, "we were only expecting a 5% drop" in the first quarter of 2020, Wong said.

"Even with a potential March recovery it will still be difficult to reach last year's levels" for the first quarter, he added.

There will also be knock-on effects for global smartphone shipments, which IDC forecasts will decline 10.6% in the first half of 2020, compared to the same period last year.

Business in China ground to a halt when the outbreak accelerated late last month. Companies have been struggling to return to normal, as hundreds of millions of people in China remain under travel restrictions.

"Component shortages, factory shutdowns, quarantine mandates, logistics, and travel restrictions will create hindrances for smartphone vendors to produce handsets and roll out new devices," IDC analyst Sangeetika Srivastava said in a press release.

Sales should "stabilize" later in the year as 5G smartphones roll out, provided the outbreak subsides, Srivastava added.

Apple (AAPL) warned investors this month that the coronavirus outbreak is hurting its business more than previously expected by limiting how many devices it can make and sell in China.

In an investor update, Apple said it no longer expects to meet the revenue guidance it provided last month for the upcoming March quarter.

"Work is starting to resume around the country, but we are experiencing a slower return to normal conditions than we had anticipated," the company said.

Huawei will also likely be hit hard. The Chinese tech company is the top selling smartphone brand in China, with just over 38% market share last year, according to IDC.

A Huawei spokesperson declined to comment, saying the company does not speculate on market performance.

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