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Skyworks’s June-quarter revenue, gross margin and EPS exceed guidance

What happened

Skyworks Solutions reported Q3 FY2025 revenue of $965M, exceeding its $920-960M guidance, driven by upside in Mobile and sustained strength in Broad Markets. The results indicate stronger-than-expected demand for its RF and analog chips in key end markets. Bullish: The earnings beat and positive forward commentary signal robust demand, potentially tightening supply for its components and supporting pricing.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

RF Front-End ModulesAnalog SemiconductorsMixed-Signal Semiconductors
Skyworks Solutions Inc
earnings-beatmobile-demandbroad-markets

Source and time

Source: Semiconductor Today · 8/7/2025 · View original source

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