2024
(Back to Top)
 SWKS: Qualcomm squeezing RF share out of Apple but its victory will be brief. (May 1, 2024)
SWKS: Broad Markets recovering but Mobile still a wildcard for 2H24. (January 31, 2024)
2023
(Back to Top)
SWKS: Targeting Android market to offset more competition at Apple. (November 3, 2023)
SWKS: iPhone 15 content looks lower than we originally forecasted. (October 28, 2023)
SWKS, QCOM, QRVO: Apple: Modem delays and a shift to cost reduction for future RF front-ends. (September 8, 2023)
SWKS: Apple content likely up 5% y/y but inventory drag will continue pressuring the stock. (August 8, 2023)
SWKS: Higher content & revenue on iPhone 15 but reducing throughput to burn off inventory. (May 9, 2023)
SWKS: Will Skyworks miss consensus when it guides for the June period? (April 15, 2023)
SWKS: Mid-year slowdown followed by recovery in 2HCY23 increasingly likely. (February 7, 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)
SWKS: Big content gains at Apple yield standout results but caution is in order. (November 4, 2022)
SWKS: Skyworks didn’t lose content in iPhone 14, it gained about 10% y/y. (September 21, 2022)
SWKS: Large exposure to high-end phones insulates SWKS from leading edge of recession. (August 5, 2022)
SWKS: Content gains at Samsung and Apple should mute slowdown in China. (May 4, 2022)
 SWKS: Good results, excellent prospects for 2HCY22. (February 4, 2022)
SWKS: 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
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SWKS: Customer mix and supply/demand issues suggest several more in-line quarters. (November 5, 2021)
AAPL, QRVO, SWKS, AVGO, QCOM: Necromancing LEOs. (August 30, 2021)
SWKS: Trading off a little revenue growth for margins and cash flow. (July 30, 2021)
SWKS: Demand for low-cost 5G phones a tailwind for RF semiconductors. (May 21, 2021)
SWKS: Samsung and VOX will remain strong complement to iPhone revenue. (April 29, 2021)
SWKS: Smart acquisition should boost and stabilize financial performance. (April 22, 2021)
SWKS: Apple's configuration of mmW in iPhone 13 has no impact on AVGO, QRVO or SWKS. (April 19, 2021)
SWKS: Semi shortage has little impact on RF and none on silicon carbide. (February 19, 2021)
SWKS: Results are a baseline for 5G with plenty of growth from here. (January 29, 2021)
2020
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SWKS: More complexity and content focused on fewer suppliers. (November 3, 2020)
SWKS: Surprises from our teardown of the iPhone 12. (November 2, 2020)
SWKS: iPhone 12 RF content estimates likely too low. (October 26, 2020)
SWKS: Huawei sanctions benefiting Qorvo and II-VI. (September 21, 2020)
SWKS: The 5G iPhone mmWave dilemma. (September 8, 2020)
SWKS: Gains at Apple, Samsung and 5G more than offset slight impact of COVID. (July 24, 2020)
SWKS: In iPhone's 5G DRX section, Skyworks is king. (July 7, 2020)
SWKS: 5G Content in Phones. (June 23, 2020)
SWKS: Goodbye WiFi. (June 11, 2020)
SWKS: No cutting out U.S. RF module suppliers, not even in China. (June 4, 2020)
SWKS: China’s 5G requirement adds a lot of RF content. (May 29, 2020)
SWKS: Bumpy on COVID near-term, big growth in 2HCY20. (May 5, 2020)
SWKS: Increasingly concerned about the closure of SWKS Mexicali facility. (May 1, 2020)
SWKS: When the Dust Settles. Maintain Market Perform (March 21, 2020)
SWKS: Decline and recovery at the speed of a virus, not a bankruptcy. (March 18, 2020)
SWKS: Further estimate trim after larger-than-expected guidance revision. Maintain Market Perform. (March 4, 2020)
SWKS: The Whiplash Effect from the Coronavirus. (February 26, 2020)
SWKS: Coronavirus: Large and pervasive negative impact on demand. Downgrade to Market Perform. (February 18, 2020)
SWKS: Expect outsized share of 5G content in 2020. Upgrade to Buy. (January 24, 2020)
SWKS: RF Semiconductors: Huawei Mate 30 Pro teardown suggests a return to U.S. components is inevitable. Maintain Market Perform. (January 7, 2020)
2019
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SWKS: Outsized exposure to Apple but no threat of being replaced by Chinese suppliers. Maintain Market Perform. (November 13, 2019)
SWKS: RF Semiconductors: How Huawei can field flagship smartphones without U.S. components. Maintain Market Perform. (September 26, 2019)
SWKS: RF Semiconductors: Mislabeling parts doesn’t help Huawei’s predicament. Maintain Market Perform. (August 14, 2019)
SWKS: RF Semiconductors: Why Huawei needs U.S. components to build flagship smartphones. Maintain Market Perform. (August 9, 2019)
SWKS: Expect improvement in 2020 but mixed results for the rest of 2019. Maintain Market Perform. (August 8, 2019)
SWKS: RF Semiconductors: You can’t build a flagship smartphone without U.S. RF semiconductors. Maintain Market Perform. (July 27, 2019)
SWKS: Upheaval at Skyworks. (July 11, 2019)
SWKS: DRX gains muted by DRX share loss. (June 25, 2019)
SWKS: Thou shalt not pass. (June 18, 2019)
SWKS: Short term sting with little impact long-term. Maintain Market Perform. (June 4, 2019)
SWKS: Impact of Huawei ban on phones, base stations and semiconductors. Maintain Market Perform. (May 22, 2019)
SWKS: Huawei impact additional comments. (May 16, 2019)
SWKS: Huawei impact. (May 16, 2019)
SWKS: iPhone 2019 is best hope for a return to growth. Maintain Market Perform. (May 3, 2019)
SWKS: The ripple effect of the Apple-Qualcomm settlement. Maintain Market Perform. (April 30, 2019)
SWKS: Euphoria over Apple settlement may be short lived but it’s not good news for Qorvo. Maintain Market Perform. (April 17, 2019)
SWKS: The 5G Fairy Tale. Maintain Market Perform. (March 27, 2019)
SWKS: Increased competition and lower unit sales will make for a tough 2019. Maintain Market Perform. (February 6, 2019)
SWKS: Expect content growth to be eclipsed by unit weakness in 2019. Maintain Market Perform. (January 9, 2019)
SWKS: What to expect for Apple & the RF semi suppliers. Maintain Market Perform. (January 3, 2019)
2018
(Back to Top)
SWKS: Good trends in content overshadowed by iPhone's problems near-term. Downgrade to Market Perform. (November 9, 2018)
SWKS: Unlikely to be any problems with Skyworks components in iPhone XR. Reiterate BUY. (November 7, 2018)
SWKS: What to expect from Skyworks on Thursday. Reiterate BUY. (November 6, 2018)
SWKS: RF Semiconductors: Apple's iPhone problems and impacts on the RF supply chain. Reiterate BUY. (November 6, 2018)
SWKS: RF Semiconductors: Trade wars, embargoes, hurricanes - RF content is still going up. Reiterate BUY. (October 23, 2018)
SWKS: RF Semiconductors: What's ailing wireless? Reiterate BUY. (September 19, 2018)
SWKS: Bull case on Qualcomm's 5G RF is far off the mark. Reiterate BUY. (August 8, 2018)
SWKS: On SWKS, BAW, and comments from the earnings call. Reiterate BUY. (July 25, 2018)
SWKS: Broad Markets powering through weakness in Mobile. Reiterate BUY. (July 20, 2018)
SWKS: Why we're worried about SWKS. Reiterate BUY. (April 23, 2018)
SWKS: Shortfall in March not as bad as expected, gains at Apple in 2H18 look promising. Reiterate BUY. (February 6, 2018)
SWKS: Points of interest on RF. Reiterate BUY. (January 16, 2018)
2017
(Back to Top)
SWKS: Apple, Huawei mute guidance, but content growth and Wi-Fi will drive 2018. Reiterate Buy. (November 06, 2017)
SWKS: Likely scenarios for Broadcom’s acquisition of Qualcomm. Reiterate Buy. (November 05, 2017)
SWKS: Qualcomm probably out of Apple at some point in the next two years. Reiterate Buy. (November 01, 2017)
SWKS: What to expect on the quarter and in guidance for 4Q17. Reiterate Buy. (October 26, 2017)
SWKS: Big changes afoot in RF semiconductors. Reiterate Buy. (September 15, 2017)
SWKS: Price erosion in RF semiconductors – an exaggerated threat. Reiterate Buy.
(August 15, 2017)
SWKS: Apple’s delay notwithstanding, 2017 looks strong. Reiterate Buy.
(July 21, 2017)
SWKS: What to expect for the RF stocks with Apple’s upcoming phone release. Reiterate Buy.
(July 07, 2017)
SWKS: Site visit suggests accelerating growth. Reiterate Buy.
(June 30, 2017)
SWKS: Post AVGO report, read through to SWKS, QRVO and 2018 iPhone. Reiterate Buy.
(June 02, 2017)
SWKS: Profit taking notwithstanding, SWKS looks posed for strong run in 2H17. Reiterate Buy.
(April 27, 2017)
SWKS: OEM road map suggests higher spending on RF, more of which will flow to SWKS. Reiterate Buy.
(March 20, 2017)
SWKS: Farewell 2016 flagship woes, hello RF content story of 2017. Reiterate Buy.
(January 20, 2017)
SWKS: RF content story for 2017. Reiterate Buy.
(January 18, 2017)
2016
(Back to Top)
SWKS: Top-line growth should accelerate in 2017. Reiterate Buy.
(November 3, 2016)
SWKS: Acquisition by another firm is highly unlikely. Reiterate Buy.
(October 13, 2016)
SWKS: Better revenue growth on the horizon. Upgrade to Buy.
(October 4, 2016)
SWKS: Murata's IHP filter not a threat to RF semi manufacturers. Maintain Market Perform.
(September 21, 2016)
SWKS: Clearing up confusion on Skyworks. Maintain Market Perform.
(September 15, 2016)
SWKS: Apple’s report bodes well for all RF semi mfgs; some more than others. Maintain Market Perform.
(July 27, 2016)
SWKS: Excellent growth in core business masked by glut of unsold iPhone 6S units. Maintain Market Perform.
(July 21, 2016)
SWKS: Fundamentals, sentiment and valuation aligned for better 2H16. Maintain Market Perform.
(July 19, 2016)
SWKS: Even if iPhone’s release schedule is stretched (unlikely), it will have no bearing on RF. Maintain Market Perform.
(June 4, 2016)
SWKS: CEO change was poorly timed, but does not signal a decline in Skyworks’ fortunes. Maintain Market Perform.
(May 19, 2016)
SWKS: RF Semiconductors Q&A from recent earnings reports. Maintain Market Perform.
(May 10, 2016)
SWKS:
iPhone SE uses the 5S RF front end. Maintain Market Perform.
(May 3, 2016)
SWKS:
Inventory glut reflects more past than future demand. Downgrade to Market Perform.
(April 29, 2016)
SWKS:
AAPL notwithstanding, two weeks of reports suggest upside to March consensus. Reiterate BUY.
(April 27, 2016)
SWKS:
A day on the road with management raises our confidence for 2016. Reiterate BUY.
(March 18, 2016)
SWKS:
Apple and divestitures mute growth near-term, but 2H16 looks strong. Reiterate BUY.
(January 29, 2016)
2015
(Back to Top)
SWKS:
Concerns about SWKS are overblown. Reiterate BUY.
(December 14, 2015)
SWKS:
So much for the Beat and Miss. Downgrade to BUY.
(November 6, 2015)
SWKS:
Stronger-than-expected gains at several large customers bode well for the stock. Maintain STRONG BUY.
(November 5, 2015)
SWKS:
PMCS’s spread between GM and OM should generate easy, early gains. Maintain STRONG BUY.
(October 6, 2015)
SWKS:
New iPhone 6S teardown clears up some misunderstandings, creates others. Maintain STRONG BUY.
(October 1, 2015)
SWKS:
Growth prospects appear better than expected: Raising rating to Strong Buy. Upgrade to STRONG BUY.
(September 23, 2015)
SWKS:
SWKS trading off on fear, not fundamentals. Maintain BUY rating.
(August 4, 2015)
SWKS:
Largest growth and upside to follow in 2H15. Maintain BUY rating.
(July 24, 2015)
SWKS:
Sell-off in RF semi stocks is unwarranted. Maintain BUY rating.
(July 22, 2015)
SWKS:
Meeting in Woburn increases our confidence in growth prospects. Maintain BUY rating.
(June 25, 2015)
SWKS:
Why Qualcomm should definitely not buy Skyworks. Maintain BUY rating.
(June 5, 2015)
SWKS:
Samsung was good, but Apple will be better; expect bigger gains in 2H15. Reiterate BUY rating.
(May 1, 2015)
SWKS:
Why you should expect big upside on Thursday's report. Reiterate BUY rating.
(April 29, 2015)
SWKS:
New components and share gains in flagship smartphones suggest upside in 2H15. Maintain BUY rating.
(March 16, 2015)
SWKS:
Filters should prove a boon for Skyworks in 2015. Maintain BUY rating.
(January 22, 2015)
2014
(Back to Top)
SWKS:
CAPEX trends signal big growth in 2015. Maintain BUY rating.
(November 7, 2014)
SWKS:
Apple fuels upside of 5% in revenue and 6% in EPS. Maintain BUY rating.
(October 14, 2014)
SWKS:
Leading the charge into an exploding TAM. Reiterate BUY rating.
(July 17, 2014)
SWKS:
More behind the upside than suggested by the press release. Maintain BUY rating.
(June 4, 2014)
Expect a record year of gains on Galaxy S5 now and iPhone 6 in 2H14. Maintain BUY rating.
(April 22, 2014)
SWKS:
Can SWKS avoid buying Panasonic’s filter business? Maintain BUY rating.
(March 18, 2014)
SWKS:
Positioned to be the leader in analog connectivity. Maintain BUY rating.
(January 16, 2014)
SWKS: Preview: SWKS is well-positioned for long-term growth. Maintain BUY rating. (January 14, 2014)
2013
(Back to Top)
SWKS: Dispelling fears of a slowdown. Maintain BUY rating. (October 30, 2013) SWKS: Preview: 3Q reports suggest strong quarter for SWKS. Maintain BUY rating. (October 29, 2013) SWKS: TQNT, RFMD: Why 3Q results look good for AAPL & SWKS. (October 28, 2013) SWKS: How the RF semiconductor suppliers will outperform their handset customers. (October 4, 2013) SWKS: WIN Semi’s guidance reflects RF architecture shift, not lower demand for amps. Maintain BUY rating. (August 14, 2013) SWKS: Understanding Disparities in the Food Chain’s Guidance for iPhone 5S. Maintain BUY rating. (July 27, 2013) SWKS: Apple, Samsung & China fueling revenue and margin growth in 2H13. Maintain BUY rating. (July 18, 2013) SWKS: Preview: SWKS should rise on bullish guidance. Maintain BUY rating. (July 15, 2013) SWKS: On track to achieve growth targets in '13. Maintain BUY rating. (April 25, 2013) SWKS: Preview: The threat of Apple and RF360 are overblown. Maintain BUY rating. (April 23, 2013) SWKS: RFMD and SWKS are the big winners on the Galaxy S4. Maintain BUY rating. (March 19, 2013) SWKS: The reaction to Qualcomm's RF360 part creates a buying opportunity. Upgrade to BUY rating. (February 27, 2013) SWKS: Solid quarter, but expectations for growth may be overdone. Maintain Market Perform. (January 31, 2013) SWKS: Preview: Low multiple may be justified if Apple is pressuring margins. Maintain Market Perform. (January 29, 2013)
2012
(Back to Top)
SWKS: Economic weakness limits growth even with Apple. Downgrade to Market Perform. (November 2, 2012) SWKS: Preview: Well-positioned to close out the year on a high note. Maintain BUY rating. (October 30, 2012) SWKS: Sell-off is over done given near-term growth prospects. Downgrade to BUY rating. (October 1, 2012) SWKS: iPhone 5: Wins, losses and surprises from our analysis of the teardown. Maintain Strong BUY rating. (September 24, 2012) SWKS: iPhone 5 tracking our prediction of $11 in RF content. Maintain Strong BUY rating. (September 15, 2012) SWKS: Content expectations for iPhone 5. Maintain Strong BUY rating. (September 10, 2012) SWKS: Diversification shines, while Apple shifts to December period. Maintain Strong BUY rating. (July 18, 2012) SWKS: Preview: Our favorite stock heading for the iPhone 5 launch in September. Maintain Strong BUY rating. (July 16, 2012) SWKS: Quarter could be weak, but outlook likely to be exceptionally strong. Upgrade to Strong BUY. (June 18, 2012) SWKS: Apple moderates growth in June, with big payoff in September. Maintain BUY rating. (April 26, 2012) SWKS: Preview: iPhone 5 bodes well for Skyworks. Maintain BUY rating. (April 25, 2012) SWKS: Problems will accelerate transition between AVGO, SWKS and RFMD. Maintain BUY rating. (April 11, 2012) SWKS: Supplier base update for iPad 3. Maintain BUY rating. (March 23, 2012) SWKS: iPad3 is no precursor to iPhone 5; RF content/configuration is an anomaly. Maintain BUY rating. (March 16, 2012) SWKS: Higher content in iPhone 5 will likely lead to significant upside in 2013. Upgrade to BUY rating. (February 21, 2012) SWKS: Strength in verticals limit q/q decline, but uncertainty remains for 1H12. Maintain Market Perform. (January 20, 2012) SWKS: Preview: Challenging environment near-term, iPhone 5 remains focal point. Maintain Market Perform. (January 18, 2012)
2011
(Back to Top)
SWKS: iPhone 4S teardown details. Wins, losses and what comes next. Maintain BUY rating. (October 13, 2011)
SWKS: Truth vs. fiction for RF semis and iPhone 4S. Maintain BUY rating. (September 19, 2011)
SWKS: A few bumps ahead but risk/reward favors SWKS. Upgrade to BUY rating. (September 1, 2011)
SWKS: Apple feast through September, famine in December, but it’s in the stock. Maintain Market Perform. (July 21, 2011)
SWKS: Preview: Strong quarter not likely to overcome lingering concerns about 2H11. Maintain Market Perform. (July 19, 2011)
SWKS: More negative catalysts, but worst is already in the stock. Upgrade to Market Perform. (July 6, 2011)
SWKS: AATI strengthens hand in converged, helps mute EPS decline from iPhone5. Maintain Market Perform. (May 31, 2011)
SWKS: iPhone helps now, hurts in 2H11. Maintain Market Underperform. (April 28, 2011)
SWKS: Preview: Good 1Q likely to give way to weak guidance for 2H11. Maintain Market Underperform. (April 26, 2011)
SWKS: Expect big declines in content in iPhone5. Downgrade to Market Underperform. (April 6, 2011)
SWKS: Excellent operating performance tempered by slowing growth. Maintain Market Perform. (January 21, 2011)
SWKS: Preview: Good run, slow in growth, high valuation. Maintain Market Perform. (January 20, 2011)
2010
(Back to Top)
SWKS: Fundamentals will improve but Dec ’10 likely to be the peak. Maintain Market Perform. (November 5, 2010)
SWKS: Strong performance just got stronger but much of it was anticipated. Maintain Market Perform. (September 21, 2010)
SWKS: Roaring into the top of the cycle. Downgrade to Market Perform. (July 22, 2010)
SWKS: Preview: Strong fundamentals and good guidance likely to succumb to wall of worry. Maintain BUY rating. (July 21, 2010)
SWKS: A Difficult Summer for RF Semi Suppliers. Maintain BUY rating. (July 19, 2010)
SWKS: Several quarters of record revenue and EPS ahead. Maintain BUY rating. (April 29, 2010)
SWKS: Preview: Market growth overshadows share shifts. Maintain BUY rating. (April 15, 2010)
SWKS: String of pre-announcements presages record year for RF Semiconductor space. Maintain BUY rating. (March 18, 2010)
SWKS: Outlook remains bright but stock likely to take a breather. (January 20, 2010)
SWKS: Preview: Business poised to grow but so are expectations. (January 13, 2010)
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