NuAxiSemiconductor trade intelligence
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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