What Skyworks Solutions's latest 10-Q says: 10 signals
Skyworks Solutions filed its latest 10-Q with the SEC on Jul 28, 2026. It discusses acquisition announced, capex increase and cash flow concern.
Public (SWKS)Semiconductor Manufacturing10,000+ employeesskyworksinc.comLinkedIn
- Filed
- Jul 28, 2026
- Filings
- 3
- Signals
- 32
10-Q · latest 10
What Skyworks Solutions's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 10 signals
The company is spending heavily on professional services for its merger with Qorvo, signaling the start of a massive integration effort.
$1.5B
Senior unsecured bridge term loans committed by Goldman Sachs Bank USA for Qorvo transaction financing.
Goldman Sachs Bank USAQorvo
Skyworks secures $1.5B bridge loan commitment from Goldman Sachs for Qorvo acquisition.
The company has arranged massive financing to acquire competitor Qorvo, indicating a complex, large-scale integration project is imminent.
$1.5B
Senior unsecured bridge term loan commitment for Qorvo acquisition
Goldman Sachs Bank USAQorvo
Inventory balloons by 35% to over $1 billion, straining cash flow.
A significant increase in inventory to $1.016B from $755M since the fiscal year start is straining working capital and contributed to a $585M decrease in cash from operations.
$1B
Total inventory value at end of quarter.
35%
Increase in inventory since fiscal year-end 2025.
Skyworks incurs $19.8M charge in Q3 for facility consolidation and closure.
This significant charge indicates a major operational shift is underway.
$19.8M
Restructuring charges for facility consolidation and closure.
Operating cash flow plummets by $584.6M YTD amid inventory surge and lower income.
A dramatic decrease in cash from operations, coupled with a $260.8M increase in inventory since the fiscal year-end, points to significant working capital management challenges.
$584.6M
Decrease in cash provided by operating activities over nine months
Skyworks boosts R&D spending by 10.9% YTD to $623.5M, increasing headcount for new tech development.
Despite declining profits, Skyworks is strategically increasing its R&D investment and hiring to develop new technologies.
$623.5M
Nine months research and development expense
10.9%
Year-to-date increase in R&D spending vs prior year
Gross profit falls as unfavorable product mix and pricing pressure impact margins.
A $26 million year-over-year drop in quarterly gross profit and the company's expectation of continued price erosion signal a need for cost optimization, improved manufacturing efficiency, and higher-value product strategies.
$26M
YoY decrease in quarterly gross profit (from $401.0M to $375.0M)
Capital expenditures increase by $87.0M year-to-date, signaling investment in assets.
This suggests projects are underway that may require supporting services, technology, or financing.
$87M
Increase in capital expenditures over nine months
- SEC EDGAR
10-Q
Filed · 12 signals
Skyworks secures up to $1.5B in financing from Goldman Sachs for pending Qorvo acquisition
Skyworks has a commitment for up to $1.5 billion in bridge loans to finance the acquisition of competitor Qorvo.
$1.5B
Senior unsecured bridge term loans committed by Goldman Sachs Bank USA for Qorvo acquisition
Goldman Sachs Bank USAQorvo
Skyworks reports revenue decline driven by losing market share with a significant customer.
The company explicitly states that a decrease in market share at a major customer is the primary driver for its recent revenue decline and drop in operating income.
$55.2M
Year-over-year decrease in quarterly operating income ($97.3M - $42.1M)
Earlier 10-Q filings
- 10-QFiled · 10 signalsSEC EDGAR
Showing 10 of 32 filing signals. The Signal API returns all of them.
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Skyworks Solutions earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Progressing with Qorvo acquisition, targeting $500M+ in synergiesThe merger with Qorvo is advancing, with active integration planning underway to achieve over $500 million in synergies. This large-scale M&A activity will trigger significant spending on system consolidation, process optimization, and consulting services. | |
| Secured $1B+ multi-generational design win with leading Android OEMThe company has secured a significant, long-term design win with a major Android phone manufacturer, expected to generate over $1 billion in revenue through 2030. This reflects a major strategic investment in R&D and production for premium AI-enabled devices. | |
| AI data center business expected to grow nearly 50% this yearThe AI data center segment is a key growth area, with an expected growth rate of nearly 50% this year. The company is investing in solutions for 800-gig, 1.6 terabit, and high-voltage architectures to support leading hyperscalers and OEMs. | |
| Key growth engines in broad markets grew 30% year-over-yearThe company's strategic diversification is paying off, with its three core growth engines (WiFi, data center, automotive) collectively growing 30% YoY. This sustained investment and success in non-mobile markets indicates budget allocation and expansion opportunities. | |
| Investing in next-gen tech including 6G, WiFi 8, and PCIe Gen 7Skyworks is actively investing in and launching new products for future standards like 6G, WiFi 8, and PCIe Gen 7 for data centers. This forward-looking R&D spend creates needs for advanced design, testing, and manufacturing partners. | |
| Committing up to $245M in quarterly OpEx to fund key R&DThe company is explicitly budgeting for continued R&D investment, with up to $245 million in operating expenses planned for the next quarter. This demonstrates a protected budget for technology initiatives despite a focus on overall cost control. |
Signal API · MCP
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .