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[Skyworks Solutions Q4 2026 Earnings Call] Skyworks Guides Combined December Revenue of $1.8B–$1.9B, Unveils 50%-55% Gross Margin Target in First Post-Qorvo Call

Skyworks Solutions reported Q4 2026 revenue of $1.046B, exceeding guidance. Combined with Qorvo, it expects Q1 2027 revenue of $1.8B–$1.9B. The company targets 50%–55% gross margin within 2–3 years, driven by cost synergies and diversified growth. CEO Phil Brace highlighted supply constraints and growth in data center and diversified markets.

Original reporting
finance.biggo.com
Published Nov 3, 2026, 11:14 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 2:39 AM UTC. Informational, not investment advice.
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[Skyworks Solutions Q4 2026 Earnings Call] Skyworks Guides Combined December Revenue of $1.8B–$1.9B, Unveils 50%-55% Gross Margin Target in First Post-Qorvo Call — source image
Source · finance.biggo.com
Decision brief

The 30-second read

$SWKSBearishMed
01

Why it matters

The guidance sets expectations for revenue and margin performance in the first combined quarter, influencing valuation models and sector comps.

02

Market read

The earnings and guidance provide fresh data for investors in the semiconductor space, affecting pricing of Skyworks and its peers.

03

What to watch

Potential upside from 5G Advanced and 6G market expansion and increased defense spending.

Relevance 8/10Novelty 8/10Timing: after-hours earnings release

Background

Skyworks completed its merger with Qorvo and delivered its first combined earnings call, outlining standalone results and forward guidance.

Company-level read

Ticker impact

$SWKSBearishHigh confidence
Context

Skyworks reported Q4 2026 standalone revenue of $1.046B and provided December quarter guidance of $1.8B‑$1.9B with a 50%‑55% gross margin target.

Expected impact

potential modest downside as guidance trails market expectations

Evidence & confidence

Investors will price in the lower sequential revenue outlook and margin targets; synergies are back‑loaded and may not offset near‑term concerns.

Market effects

Sector

Signals slower growth for the RF and power semiconductor sector, prompting reassessment of peers' forecasts.

Regional

May dampen US tech sector sentiment in the short term.

Global

Highlights integration challenges in cross‑border semiconductor mergers, relevant to global supply chains.

Counterpoint

What could challenge this read

If cost synergies accelerate faster than expected, the stock could rally despite near‑term revenue guidance.

Key entities

  • Executive
    Phil Brace

    CEO of Skyworks, discussed diversification and margin targets.

  • Executive
    Philip Carter

    CFO, detailed cost‑synergy timeline and margin outlook.

Read at source← All news

StorySkyworks reports Q4 results and post‑Qorvo guidance that miss consensus

Also covered by

5 outlets

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Skyworks Q4 Earnings Beat Estimates, Revenues Decline Y/Y

Skyworks (SWKS) reported Q4 fiscal 2026 non-GAAP EPS of $1.28, down 27.3% Y/Y but beating estimates. Revenue fell 5% Y/Y to $1.05B, also topping forecasts. Broad markets grew 9% Y/Y to $416M, driven by data center, Wi-Fi, and automotive. Mobile revenues benefited from strong smartphone demand. The company completed its Qorvo deal post-quarter, with combined revenues of $1.98B. Margins shrank due to cost pressures.

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