NuAxiSemiconductor trade intelligence
Skyworks’ continuing revenue growth in Broad Markets counteracts seasonal decline in Mobile
What happened
Skyworks Solutions reported fiscal Q1 2026 revenue of $1.035bn, a sequential decline of 5.9% but exceeding its forecast range of $0.975-1.025bn. The beat was driven by upside in both Mobile and Broad Markets segments, with Broad Markets growth partially offsetting a seasonal decline in Mobile. Watch: The report signals mixed demand signals, with resilient non-mobile demand potentially supporting component pricing in specific end-markets, while mobile weakness persists.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
Analog SemiconductorsMixed-Signal Semiconductors
Skyworks Solutions Inc
earnings-beatmobile-weaknessbroad-market-growth
Source and time
Source: Semiconductor Today · 2/5/2026 · View original source
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