2024
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 QRVO: Weak iPhone 15 sales make for a rough start to FY25 but 2H looks better. (May 2, 2024)
QRVO: Qorvo poised for big increase in content on Apple-powered iPhone. (April 10, 2024)
QRVO: No share loss at Apple, big gains at Samsung, steady improvement in China. (February 1, 2024)
2023
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QRVO: Sale of Chinese PAT facilities likely due to trade tensions, not lower demand. (December 27, 2023)
QRVO: Outperforming at Apple, rebounding orders in China. (November 11, 2023)
SWKS, QCOM, QRVO: Apple: Modem delays and a shift to cost reduction for future RF front-ends. (September 8, 2023)
QRVO: Inventory drag ebbing, iPhone content gains surging. (August 3, 2023)
QRVO: Revenue growth possible in CY24, unlikely in CY23, margins to remain depressed. (February 2, 2023)
AVGO, QCOM,QRVO, SWKS: Apple is still not getting into RF module design. (January 12, 2023)
2022
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QCOM, QRVO, SWKS, ERIC, NOK: Disappointment with 5G causing more ebbs than flows in the supply chain. (December 13, 2022)
QRVO:A perfect storm of record inventory heading into a steep recession. (November 3, 2022)
QRVO: Will Qorvo’s struggles get worse? (October 6, 2022)
QRVO: Rocky road stretches well into 2023. (August 4, 2022)
QRVO: Good content growth but China exposure will remain a drag. (May 5, 2022)
QRVO: Strength at Samsung not likely to offset weakness in China. Reducing estimates. (April 21, 2022)
QRVO: If core RF business is under pressure, why did SAMS broach 10% of revenue? (February 3, 2022)
QRVO: Semi stocks warrant caution in 2022. (January 25, 2022)
AVGO, QRVO, SWKS: China low-end 5G may sidestep modules and go discrete. (January 6, 2022)
2021
QRVO: Bumpy near-term, long-term RF content growth looks excellent. (November 4, 2021)
AAPL, QRVO, SWKS, AVGO, QCOM: Necromancing LEOs. (August 30, 2021)
QRVO: Strong revenue growth, fewer suppliers. (August 5, 2021)
QRVO: Demand for low-cost 5G phones a tailwind for RF semiconductors. (May 21, 2021)
QRVO: Higher content and more 5G phones bode well for 2021. (May 6, 2021)
QRVO: Apple's configuration of mmW in iPhone 13 has no impact on AVGO, QRVO or SWKS. (April 19, 2021)
QRVO: Semi shortage has little impact on RF and none on silicon carbide. (February 19, 2021)
QRVO: RF trends in phones and infrastructure favor long-term revenue & margin growth. (February 4, 2021)
2020
QRVO: Using GaN for handset amplifiers is like using a shotgun to kill flies. (December 17, 2020)
QRVO: Strength of Mobile group has legs. (November 5, 2020)
QRVO: Surprises from our teardown of the iPhone 12. (November 2, 2020)
QRVO: iPhone 12 RF content estimates likely too low. (October 26, 2020)
QRVO: Huawei sanctions benefiting Qorvo and II-VI. (September 21, 2020)
QRVO: Upside more the result of RFFE complexity than 5G. (September 9, 2020)
QRVO: The 5G iPhone mmWave dilemma. (September 8, 2020)
QRVO: Far from being displaced by domestic suppliers, Qorvo making big gains in China. (July 30, 2020)
QRVO: In the battle for dominance in new ultra wide band (UWB), Decawave has the edge. (June 25, 2020)
QRVO: 5G Content in Phones. (June 23, 2020)
QRVO: Goodbye WiFi. (June 11, 2020)
QRVO: No cutting out U.S. RF module suppliers, not even in China. (June 4, 2020)
QRVO: China’s 5G requirement adds a lot of RF content. (May 29, 2020)
QRVO: DoD contract could yield higher ASPs and unit sales in Defense. (May 20, 2020)
QRVO: Samsung uses Qualcomm mmWave now but working with Qorvo on a GaAs solution. (May 12, 2020)
QRVO: Pivoting from Apple to Asia. (May 8, 2020)
QRVO: When the Dust Settles. Maintain Market Perform rating. (March 21, 2020)
QRVO: Decline and recovery at the speed of a virus, not a bankruptcy. (March 18, 2020)
QRVO: One of many semiconductor guidance reductions in the coming weeks. (Corrected). Maintain Market Perform rating. (March 4, 2020)
QRVO: One of many semiconductor guidance reductions in the coming weeks. Maintain Market Perform rating. (March 3, 2020)
QRVO: The Whiplash Effect from the Coronavirus. (February 26, 2020)
QRVO: Coronavirus: Large and pervasive negative impact on demand. Downgrade to Market Perform rating. (February 18, 2020)
QRVO: Look for a year of big gains in China and at Samsung. Maintain Buy rating. (January 30, 2020)
QRVO: RF Semiconductors: Huawei Mate 30 Pro teardown suggests a return to U.S. components is inevitable. Maintain Buy rating. (January 7, 2020)
2019
QRVO: So much for being replaced in China. Maintain Buy rating. (November 1, 2019)
QRVO: RF Semiconductors: How Huawei can field flagship smartphones without U.S. components. Maintain Buy rating. (September 26, 2019)
QRVO: RF Semiconductors: Mislabeling parts doesn’t help Huawei’s predicament. Maintain Buy rating. (August 14, 2019)
QRVO: RF Semiconductors: Why Huawei needs U.S. components to build flagship smartphones. Maintain Buy rating. (August 9, 2019)
QRVO: No pause in content growth in the run-up to 5G. Maintain Buy rating. (August 2, 2019)
QRVO: RF Semiconductors: You can’t build a flagship smartphone without U.S. RF semiconductors. Maintain Buy rating. (July 27, 2019)
QRVO: Thou shalt not pass. (June 18, 2019)
QRVO: Recent downgrade misses a few key trends. Maintain Buy rating. (June 7, 2019)
QRVO: Impact of Huawei ban on phones, base stations and semiconductors. Maintain Buy rating. (May 22, 2019)
QRVO: Huawei impact additional comments. (May 16, 2019)
QRVO: Huawei impact. (May 16, 2019)
QRVO: Eating Qorvo's low-end lunch. (May 14, 2019)
QRVO: Benefits of BAW & GaN showing up in share and margins. Upgrade to Buy rating. (May 8, 2019)
QRVO: Quick takeaways. (May 7, 2019)
QRVO: Qorvo can't lose high-band share in the 2019 iPhones because it doesn't have any. Maintain Market Perform rating. (May 4, 2019)
QRVO: The ripple effect of the Apple-Qualcomm settlement. Maintain Market Perform rating. (April 30, 2019)
QRVO: Euphoria over Apple settlement may be short lived but it’s not good news for Qorvo. Maintain Market Perform rating. (April 17, 2019)
QRVO: The 5G Fairy Tale. Maintain Market Perform rating. (March 27, 2019)
QRVO: Cutting through the noise on Qorvo and the 2019 iPhone. Maintain Market Perform rating. (March 1, 2019)
QRVO: Lower blended content and units at Apple difficult to offset with gains elsewhere. Maintain Market Perform rating. (February 8, 2019)
QRVO: Have Broadcom & Qorvo become interchangeable for BAW? Maintain Market Perform rating. (January 22, 2019)
QRVO: What to expect for Apple & the RF semi suppliers. Maintain Market Perform rating. (January 3, 2019)
2018
QRVO: No escape from impact of iPhone reductions. Downgrade to Market Perform rating. (November 13, 2018)
QRVO: Apple's iPhone problems and impacts on the RF supply chain. Reiterate BUY rating. (November 6, 2018)
QRVO: From 30% to full in BAW with little relief in sight. Reiterate BUY rating. (November 1, 2018)
QRVO: Takeaways from our iPhone XR teardown. Reiterate BUY rating. (October 31, 2018)
QRVO: RF Semiconductors: Trade wars, embargoes, hurricanes - RF content is still going up. Reiterate BUY rating. (October 23, 2018)
QRVO: RF Semiconductors: What's ailing wireless? Reiterate BUY rating. (September 19, 2018)
QRVO: Changes in Samsung content are a trifle. Reiterate BUY rating. (August 23, 2018)
QRVO: Bull case on Qualcomm's 5G RF is far off the mark. Reiterate BUY rating. (August 8, 2018)
QRVO: Big growth in BAW, more growth in China. Reiterate BUY rating. (August 2, 2018)
QRVO: Apple's move to Intel for new iphone raises Qorvo's content. Reiterate BUY rating. (July 27, 2018)
QRVO: Consolidation of operations management under new leader a non-event for 2H18. Reiterate BUY rating. (June 20, 2018)
QRVO: Thoughts on GaN. (June 19, 2018)
QRVO: Investor Day data points, larger trends and near-term takeaways. Reiterate BUY rating. (June 5, 2018)
QRVO: Finally realizing one of the primary motives for the RFMD, TQNT merger. Reiterate BUY rating. (May 3, 2018)
QRVO: iPhone 11: Losing a win this late in the game would be highly unusual. Reiterate BUY rating. (March 15, 2018)
QRVO: Big wins and share shifts suggest record growth in 2H18. Reiterate BUY rating. (February 1, 2018)
QRVO: Increased chance of higher content if Apple releases two new mid-tier phones 2018. Reiterate BUY rating. (January 30, 2018)
QRVO: Points of interest on RF. Reiterate BUY rating. (January 16, 2018)
QRVO: Likely scenarios for Qorvo’s quarterly report. Reiterate BUY rating. (January 11, 2018)
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2017
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QRVO: Likely scenarios for Broadcom’s acquisition of Qualcomm. Reiterate BUY rating. (November 05, 2017)
QRVO: Odds are good and improving for big gains in 2018. Maintain Buy. (November 02, 2017)
QRVO: Qualcomm probably out of Apple at some point in the next two years. Maintain Buy. (November 01, 2017)
QRVO: What to expect on the quarter and in guidance for 4Q17. Maintain Buy. (October 26, 2017)
QRVO: Big changes afoot in RF semiconductors. Maintain Buy. (September 15, 2017)
QRVO: Hurricane Irma unlikely to impact filter production at Qorvo. Maintain Buy. (September 12, 2017)
QRVO: Price erosion in RF semiconductors – an exaggerated threat. Maintain Buy. (August 15, 2017)
QRVO: Absent mayhem in execution, June looks like the bottom. Maintain Buy. (August 03, 2017)
QRVO: What to expect for the RF stocks with Apple’s upcoming phone release. Maintain Buy. (July 07, 2017)
QRVO: Quarter could be light; the future still looks bright. Maintain Buy. (June 28, 2017)
QRVO: Post AVGO report, read through to SWKS, QRVO and 2018 iPhone. Maintain Buy. (June 02, 2017)
QRVO: Surprises and takeaways from the analyst day. Maintain Buy. (May 31, 2017)
QRVO: Thoughts ahead of Qorvo’s Analyst Day. Maintain Buy. (May 23, 2017)
QRVO: Execution issues behind it, better than expected growth ahead. Upgrade to Buy. (March 15, 2017)
QRVO: We see a light at the far end of the tunnel, but then again we have binoculars. Maintain Market Perform. (February 2, 2017)
QRVO: RF content story for 2017. Maintain Market Perform. (January 18, 2017)
2016
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QRVO: iPhone 7 Low-Band PAD is a boon to revenue, a boat anchor to margins. Downgrade to Market Perform. (November 3, 2016)
QRVO: Strong iPhone revenue will likely pressure margins. Maintain BUY rating. (October 26, 2016)
QRVO: Murata's IHP filter not a threat to RF semi manufacturers. Maintain BUY rating. (September 21, 2016)
QRVO: Victim of its own success. Maintain BUY rating. (August 2, 2016)
QRVO: Apple’s report bodes well for all RF semi mfgs; some more than others. Maintain BUY rating. (July 27, 2016)
QRVO: Quarter shaping up to be better than expected. Maintain BUY rating. (July 8, 2016)
QRVO: Qorvo gains on iPhone SE. Maintain BUY rating. (June 30, 2016)
QRVO: Even if iPhone’s release schedule is stretched (unlikely), it will have no bearing on RF. Maintain BUY rating. (June 4, 2016)
QRVO: RF Semiconductors Q&A from recent earnings reports. Maintain BUY rating. (May 10, 2016)
QRVO: RF content is increasing much faster than units are declining. Maintain BUY rating. (May 5, 2016)
QRVO: iPhone SE uses the 5S RF front end. Maintain BUY rating. (May 3, 2016)
QRVO: Large content gains should more than offset weak unit sales in phones. Maintain BUY rating. (February 5, 2016)
QRVO: Reports so far this month point to a few takeaways for Qorvo’s call this Thursday. Maintain BUY rating. (February 2, 2016)
QRVO: Apple stings December, but gains across most OEMs improve outlook for 1H16. Maintain BUY rating. (January 8, 2016)
QRVO: If QCOM buys QRVO, investors should buy SWKS (then buy AVGO). Maintain BUY rating. (January 7, 2016)
2015
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QRVO: Well positioned to out-perform in 1H16. Maintain BUY rating. (December 16, 2015)
QRVO: Robust demand, low share, and early '16 wins bode well for stock. Maintain BUY rating. (November 18, 2015)
QRVO: Trajectory off the September bottom should steepen in 2016. Maintain BUY rating. (November 5, 2015)
QRVO: Stock is likely to trade up on tomorrow’s report. Maintain BUY rating. (November 4, 2015)
QRVO: Qorvo announces MUX filters giving rise to more growth in 2016. Maintain BUY rating. (October 8, 2015)
QRVO: New iPhone 6S teardown clears up some misunderstandings, creates others. Maintain BUY rating. (October 1, 2015)
QRVO: Confused about RF content in iPhone 6S? You should be. Maintain BUY rating. (August 25, 2015)
QRVO: It’s not share loss or a meltdown in demand. Maintain BUY rating. (July 30, 2015)
QRVO: Sell-off in RF semi stocks is unwarranted. Maintain BUY rating. (July 22, 2015)
QRVO: The Boston Marathon: A day in Boston with Qorvo management. Maintain BUY rating. (June 15, 2015)
QRVO: Expect in-line quarter with stronger top-line prospects for 2H15. Reiterate BUY rating. (May 4, 2015)
QRVO: Concerns on lower margins and weaker earnings are unfounded. Reiterate BUY rating. (February 23, 2015)
QRVO: Sell-off on fears of competition in filters or lack of revenue synergies is unfounded. Maintain BUY rating. (February 4, 2015)
QRVO: 2015 should have several quarters of upside surprises. Maintain BUY rating. (January 29, 2015)
QRVO: Merger synergies combined with exceptional demand suggest upside. Initiating coverage with BUY rating. (January 15, 2015)
2014
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QRVO: Facing stronger growth in 2015. Takeaways from Qorvo's Analyst Day. Maintain BUY rating. (November 18, 2014)
QRVO: Strong GM performances suggest more upside to Qorvo’s valuation. Maintain BUY rating. (November 6, 2014)
QRVO: Hits in GM and misses at Apple leave Qorvo undervalued. Maintain BUY rating. (October 2, 2014)
QRVO: A day with RFMD; update on merger, margins and TAM growth. Maintain BUY rating. (July 7, 2014)
QRVO: Both stocks are trading at a discount to the most likely valuation of NewCo. Upgrade to BUY. (April 10, 2014)
QRVO: RFMD/TQNT valuation based on likely outcome of NewCo. Maintain BUY/Market Perform. (March 18, 2014)
QRVO: Value expansion of NewCo likely greater than current consensus. Maintain BUY/Market Perform. (March 6, 2014)
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