SWKS: Revenue and EPS beat guidance; Qorvo merger, $2B buyback, and supply constraints highlighted
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Q3 revenue and earnings exceeded guidance, driven by strong mobile and broad markets growth. The Qorvo merger is progressing, with regulatory reviews advancing and a new $2B share repurchase program replacing the dividend. Supply constraints persist in high-growth segments. Based on Skyworks Solutions, Inc. [SWKS] Q3 2026 Audio Transcript - Jul. 28 2026
