Qorvo Inc

Most Recent

  • uploads///RF chip
    Reports

    Is Apple the Most Suitable Buyer for Broadcom’s RF Chip?

    Broadcom (AVGO) stock rose by 0.3% on Tuesday, after reports that Apple (AAPL) could buy Broadcom’s RF (radio-frequency) chip business.

    By Sophia Nicholson
  • uploads///Broadcom
    Reports

    Why Broadcom Might Sell its RF Wireless Chip Unit

    Broadcom (AVGO) plans to sell one of its wireless chip units. The Wall Street Journal stated that Broadcom wants to divest its radio-frequency segment.

    By Sophia Nicholson
  • uploads///QORVO
    Tech & Comm Services

    Why Are Qorvo and Skyworks Stocks Rising Today?

    Shares of Apple suppliers Qorvo and Skyworks are trading higher today. However, Apple stock is down by 0.4% today. We dig into why this may be.

    By Adam Rogers
  • uploads///APPLE
    Company & Industry Overviews

    Will Apple iPhone SE 2 Drive Shipments Higher in 2020?

    Amid speculation that Apple plans to launch a low-cost iPhone in early 2020, noted analyst Ming-Chi Kuo expects the smartphone to be called the iPhone SE 2.

    By Adam Rogers
  • uploads///FORTINET
    Tech & Comm Services

    Fortinet and Qorvo Gain while ANET Sinks After-Hours

    Tech stocks Qorvo (QRVO), Fortinet (FTNT), and Arista Networks (ANET) just reported earnings and are big movers in today’s after-hours trading session.

    By Adam Rogers
  • uploads///Graphics _SAmsung Apple Semiconductors
    Earnings Report

    Correlation between Samsung, Apple, and Semis

    Apple and Samsung plan to release their earnings on October 30 and 31, respectively. YoY, Apple expects flat revenue, and Samsung expects a 5.3% decline.

    By Puja Tayal
  • uploads///SWKS
    Financials

    Skyworks, PSTG, and QRVO Gain Due to Analyst Upgrades

    Pure Storage (PSTG), Skyworks Solutions, and Qorvo (QRVO) shares rose in early market trading today. So far, Skyworks has returned 4.6%, respectively.

    By Adam Rogers
  • uploads///Graphics
    Tech & Comm Services

    Apple Chip Supplier Stocks Rally Ahead of iPhone Launch

    It’s that time of year—Apple (AAPL), the world’s largest handset maker by revenue, is launching its new iPhones. Apple chip supplier stocks have rallied.

    By Puja Tayal
  • uploads///chip pixabay
    Macroeconomic Analysis

    Semiconductor Stocks in Focus on China Tariff Delay

    The recent delay in the tariffs on China has sent a wave of optimism throughout the tech sector—especially the semiconductor industry.

    By Sophia Nicholson
  • uploads///Semiconductor Stocks
    Tech & Comm Services

    Semiconductor Stocks Hit by China Trade War Escalation

    This earnings season, semiconductor companies mitigated the Huawei ban by identifying components that didn’t risk national security.

    By Puja Tayal
  • uploads///Graphics
    Earnings Report

    What to Expect from This Week’s Semiconductor Earnings

    So far, semiconductor earnings have raised investors’ expectations about growth in the second half and next year.

    By Puja Tayal
  • uploads///AdobeStock_
    Consumer

    Fund Managers Increased Risk but Still Fear Slowdown

    Despite the markets hitting record highs, not many fund managers are in an optimistic mood.

    By Anuradha Garg
  • uploads///Part
    Macroeconomic Analysis

    Fund Managers Are Bearish on Growth and Corporate Profit Outlook

    The BAML survey highlighted the fact that investors are very bearish on growth expectations. A net 50% of the respondents expect global growth to weaken over the next 12 months. A record number of investors said that the global economy was in the late cycle.

    By Anuradha Garg
  • uploads///huawei pixabay
    Company & Industry Overviews

    Trump’s Huawei Ban Pulls Down US Chip Stocks

    Last week, Donald Trump blacklisted Chinese telecom giant Huawei Technologies amid rising US-China trade tensions.

    By Sophia Nicholson
  • uploads///Graphics
    Company & Industry Overviews

    Qorvo Cuts Q1 2019 Guidance to Reflect Impact from Huawei Ban

    The semiconductor industry—and smartphone chipmakers in particular—have started to feel the impact of the Huawei ban imposed by the United States.

    By Puja Tayal
  • uploads///qorvo stock returns
    Tech & Comm Services

    What Drove Qorvo Stock Down on May 17?

    Shares of semiconductor (SMH) company Qorvo (QRVO) fell 6.1% on May 17 to close trading at $63.93.

    By Adam Rogers
  • uploads///A_Semiconductors_SWKS QRVO rev Growth Q YoU est
    Earnings Report

    Smartphone Weakness to Impact Skyworks’ and Qorvo’s Earnings

    The semiconductor industry is at the start of the 5G (fifth generation) revolution.

    By Puja Tayal
  • uploads///micron operating margin
    Company & Industry Overviews

    Micron: Excessive Inventory Could Impact Its Margins

    In the second quarter, Micron’s gross margin fell by 820 basis points YoY to 50.2%. The operating margin fell from 49.4% to 36.2% on a YoY basis.

    By Sophia Nicholson
  • uploads///A_Semiconductors_QRVO SWKS efficiency ratio
    Company & Industry Overviews

    Efficiency Ratios Favor Skyworks over Qorvo

    Skyworks has stronger revenue and earnings growth than Qorvo. Skyworks is relatively cheaper than Qorvo in terms of the valuation.

    By Puja Tayal
  • uploads///A_Semiconductors_QRVO SWKS PE Mar
    Company & Industry Overviews

    Skyworks or Qorvo: Analysts’ Recommendations

    Analysts are mixed about Qorvo and Skyworks. Some analysts have a “buy” recommendation, while others have a “hold” recommendation.

    By Puja Tayal
  • uploads///A_Semiconductors_QRVO SWKS MA Mar
    Company & Industry Overviews

    Skyworks and Qorvo Stock: Positive Momentum

    Skyworks (SWKS) stock has shown some positive momentum in 2019. The stock has risen 22.5% YTD (year-to-date) after falling 28% in 2018.

    By Puja Tayal
  • uploads///A_Semiconductors_QRVO SWKS EPS growth
    Company & Industry Overviews

    What to Expect from Skyworks and Qorvo’s Earnings

    Apple’s (AAPL) RF chip suppliers, Skyworks (SWKS) and Qorvo (QRVO) have strong long-term growth potential due to 5G technology.

    By Puja Tayal
  • uploads///A_Semiconductors_QRVO SWKS rev growth
    Company & Industry Overviews

    Skyworks and Qorvo: Bleak Short-Term Revenue Outlook

    The connectivity chip market has strong long-term growth potential. The advent of 5G will connect more devices to the Internet.

    By Puja Tayal
  • uploads///A_Semiconductors_G opportunity for QRVO SWKS
    Company & Industry Overviews

    5G Revolution: Skyworks and Qorvo Expand beyond Smartphones

    The 5G revolution is a connectivity technology that will offer high broadband speed with low latency.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    Skyworks and Qorvo Provide Exposure to 5G Opportunity

    In 2018, Skyworks and Qorvo stocks fell 28% and 8.8%, respectively, while Apple stock fell 7.7%. The stocks have improved in 2019.

    By Puja Tayal
  • uploads///Broadcom revenues
    Tech & Comm Services

    What’s Driving Broadcom’s Revenue?

    Semiconductor giant Broadcom (AVGO) achieved quarterly revenue of nearly $5.79 billion in the first quarter fiscal 2019.

    By Sophia Nicholson
  • uploads///Part
    Energy & Utilities

    Where’s the ‘Next Warren Buffett’ Placing His Bets?

    After Twenty-First Century Fox (FOX) (FOXA), Cheniere Energy (LNG) is Seth Klarman’s biggest bet.

    By Anuradha Garg
  • uploads///achievement _
    Consumer

    Why Twenty-First Century Fox Remains Seth Klarman’s Favorite Bet

    Seth Klarman’s portfolio value at the end of the fourth quarter was $11.5 billion.

    By Anuradha Garg
  • uploads///Graphics
    Company & Industry Overviews

    Apple to Sell Only Older, Qualcomm-Powered iPhones in Germany

    Qualcomm stock rose more than 1% on February 15 after Apple stated that it would sell only older iPhones powered by Qualcomm in Germany.

    By Puja Tayal
  • uploads///Graphics
    Earnings Report

    Stocks of Apple Suppliers Fall on SWKS’s and QRVO’s Weak Guidance

    Apple and its chip suppliers reported further falls as systems suppliers Skyworks and Qorvo reported weaker-than-expected guidance.

    By Puja Tayal
  • uploads/uploads///Apple%E%%s answer to iPhone demand problem
    Company & Industry Overviews

    Here’s Apple’s Answer to iPhone Demand Problem

    Apple is considering pricing the iPhone in local currency outside the United States.

    By Ruchi Gupta
  • uploads///Graphics
    Tech & Comm Services

    Apple Supplier Stocks Rise despite iPhone Revenue Falling 15%

    Yesterday, Apple (AAPL) announced its fiscal 2019 first-quarter earnings, just beating its lowered revenue guidance.

    By Puja Tayal
  • uploads///Graphics
    Earnings Report

    An Apple a Day Might Disappoint Semiconductor Investors

    Among the most important earnings results of the season are those of Apple (AAPL), a major customer for several semiconductor companies.

    By Puja Tayal
  • uploads///
    Company & Industry Overviews

    Apple Struggles Shed Light on Broadcom’s CA Takeover

    Earlier this month, Apple revised the outlook for its first quarter of fiscal 2019.

    By Ruchi Gupta
  • uploads///apple pixabay
    Company & Industry Overviews

    Weakness Continues to Plague Apple’s iPhone Sales

    As per the latest report on January 9, Apple is cutting the production of its latest iPhone models by ~10% in the first quarter.

    By Sophia Nicholson
  • uploads///
    Company & Industry Overviews

    When Apple Sneezes, Suppliers Catch a Cold

    Being a part of Apple’s (AAPL) supply chain can be a huge benefit to suppliers, but can also pose a liability.

    By Ruchi Gupta
  • uploads///apple pixabay
    Company & Industry Overviews

    Apple Stock Fell ~10% Yesterday after Its CEO Warned about Sales

    On January 3, Apple (AAPL) stock nosedived ~10% to close at $142.19, its biggest single-day drop since July 2017.

    By Sophia Nicholson
  • uploads///Graphics
    Company & Industry Overviews

    Qualcomm Secures Ban on Apple’s iPhones in Germany

    Qualcomm (QCOM) has been in a legal battle with Apple (AAPL) for two years.

    By Puja Tayal
  • uploads///iphone _
    Company & Industry Overviews

    Will Apple Announce a Reduced Outlook for March Quarter?

    Apple (AAPL) stock has lost 33% in the last three months.

    By Puneet Sikka
  • uploads///Broadcom revenues
    Company & Industry Overviews

    How Are Broadcom’s Revenues Performing?

    In the fourth quarter of fiscal 2018, Broadcom achieved quarterly revenue of nearly $5.45 billion.

    By Sophia Nicholson
  • uploads///iphone _
    Company & Industry Overviews

    Another Apple Supplier Reports Declining Revenues—What’s Next?

    Today hasn’t been a good day for Apple (AAPL) supplier Largan Precision in Taiwan. It reported about a 29% decline in its revenues in its latest earnings report.

    By Puneet Sikka
  • uploads///apple iphone unit sales
    Company & Industry Overviews

    How Sluggish Demand for iPhones Is Hurting Apple’s Revenue

    In the fourth quarter of fiscal 2018, Apple’s (AAPL) iPhone sales rose 29% YoY (year-over-year) to $37.2 billion.

    By Sophia Nicholson
  • uploads///apple iphone unit sales
    Company & Industry Overviews

    Goldman Again Slashes Its Price Target on Apple

    Amid weakness in demand, on November 21, analyst Rod Hall of Goldman Sachs (GS) lowered his price target on Apple stock.

    By Sophia Nicholson
  • uploads///apples revenue from greater china
    Company & Industry Overviews

    Inside Apple’s Soft Revenue Guidance for the First Quarter

    China (FXI) is the second-largest market for iPhones after the United States since the launch of the iPhone 6 series.

    By Sophia Nicholson
  • uploads///
    Tech & Comm Services

    Qorvo Stock Fell 5.7% on Friday

    Qorvo (QRVO) stock fell 5.7% on Friday to close trading at $74.

    By Adam Rogers
  • uploads///A_Semiconductors_AVGO_AAPL iphone rev impact
    Company & Industry Overviews

    Apple to Drive Broadcom’s Wireless Revenue in H2 2018

    However, the growth might not be that strong this year, as Broadcom’s fiscal Q4 2018 wireless revenue represents a 10% decline on a YoY (year-over-year) basis.

    By Puja Tayal
  • uploads///A_Semiconductors_QRVO AAPL_iPhone rev target
    Company & Industry Overviews

    LG Display and Qorvo to Benefit from 2018 iPhone Models

    Apple (AAPL) made several changes in its iPhone suppliers in 2018. It completely ditched its long-term modem supplier Qualcomm for Intel (INTC) due to licensing disputes with the former.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_Taiwanese suppliers  EPS estimate
    Company & Industry Overviews

    Taiwanese Apple Suppliers Concerned about High iPhone Prices

    Apple (AAPL) is replacing some of its Taiwanese suppliers with Chinese (FXI) suppliers to reduce production costs for its less expensive iPhones and MacBooks.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_SWKS QRVO CRUS sequential revenue growth Q
    Company & Industry Overviews

    A Look at Chip Suppliers with High Exposure to Apple

    KeyBanc estimates that Cirrus Logic and Skyworks Solutions could earn $0.05–$0.08 in earnings per share for every 5 million iPhone 8 and iPhone X models sold by Apple.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_iPhone X adoption in first week
    Company & Industry Overviews

    Is Apple Seeing Demand for 2017 iPhone Models?

    The constrained supply of the iPhone X is making it difficult to assess the true demand for the device.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_iPhone sales by units
    Company & Industry Overviews

    Apple Supplier News and the iPhone X

    Apple (AAPL) earns more than 60% of its revenues from its iPhone line. In this series, we’ll see how its manufacturing and supply chain affects its earnings.

    By Puja Tayal
  • uploads///apple
    Company & Industry Overviews

    Apple Suppliers: Why Their Stocks Fell on December 6

    The stock of Apple (AAPL) iPhone lens manufacturer Largan Precision fell 10% on Wednesday, December 6, 2017, after it announced that revenue for December 2017 is expected to decline.

    By Adam Rogers
  • uploads///A_Semiconductors_AVGO_FCF estimate Q
    Earnings Report

    A Look at Broadcom’s Cash Inflows and Outflows

    In fiscal 2Q17, Broadcom’s operating cash flow increased 17% sequentially to ~$1.6 billion.

    By Puja Tayal
  • uploads///
    Company & Industry Overviews

    What’s Affected Apple Stock Recently?

    Apple is expected to launch the iPhone 8 in September 2017, marking the ten-year anniversary since the launch of the first iPhone.

    By Adam Rogers
  • uploads///A_Semiconductors_AAPL_Taiwanese suppliers capital gain Mar May
    Company & Industry Overviews

    What’s the Possibility of a Delay in Apple’s iPhone 8 Launch?

    The early production ramp up for Apple’s (AAPL) iPhone 8 doesn’t seem to indicate an early launch of the smartphone.

    By Puja Tayal
  • uploads///A_Semiconductors_AVGO_Q Wireless revenue estimates
    Company & Industry Overviews

    How Seasonality Could Impact Broadcom’s 1Q17 Wireless Revenue

    Broadcom’s wireless communications segment In the previous part of this series, we saw that Broadcom (AVGO) is expected to witness flat revenue in its wired infrastructure segment. This revenue could partially offset seasonal declines from wireless communications segment, which accounts for 32% of the company’s revenue. The wireless segment offers wireless connectivity and custom analog handset […]

    By Puja Tayal
  • uploads///Portfolio Breakdown of the FSAEX
    Fund Managers

    Fidelity Series All-Sector Equity Fund’s YTD 2016 Sector Composition

    The Fidelity Series All-Sector Equity Fund (FSAEX) is quite diversified, and it has no dominant sector.

    By David Ashworth
  • uploads///
    Tech & Comm Services

    Shares of Apple’s Suppliers Fall over iPhone Concerns

    On July 5, 2016, shares of Apple’s suppliers, including Skyworks Solutions, Qorvo, and Cirrus fell over concerns about the iPhone.

    By Adam Rogers
  • uploads///Portfolio Breakdown of the FSAEX
    Fund Managers

    Exploring Portfolio Changes in FSAEX

    FSAEX invests primarily in common stocks of US and foreign issuers. It invests in growth stocks, value stocks, or both.

    By David Ashworth
  • uploads///Series  A
    Company & Industry Overviews

    Will Apple’s Slowing iPhone Sales Impact Cirrus Logic?

    Like Skyworks, Cirrus Logic improved its non-GAAP gross margin from 46.6% in fiscal 4Q15 to 49.8% in fiscal 4Q16 due to a favorable product mix.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How is Qorvo Managing to Grow despite Apple’s Slowdown?

    In fiscal 4Q16, Qorvo’s revenue from IDP rose by 9% quarter-over-quarter to $142 million, accounting for 23% of the company’s revenue. The increasing demand for data is driving the IDP growth.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Does Qorvo’s CEO Think about Apple’s Growth?

    Qorvo’s (QRVO) fiscal 4Q16 earnings came as a surprise as its fellow Apple suppliers Skyworks and Cirrus Logic (CRUS) reported weaker earnings. This turn of events made some analysts pessimistic about Qorvo’s earnings.

    By Puja Tayal
  • uploads///
    Earnings Report

    Why Apple’s Shares Fell 7% on Its Earnings Day

    On April 26, 2016, Apple announced its fiscal 2Q16 results. Its revenues of $50.6 billion were lower than analysts’ consensus estimate of $51.5 billion.

    By Adam Rogers
  • uploads///Sectoral Allocation of the FSAEX
    Fund Managers

    Fast Facts about the Fidelity Series All-Sector Equity Fund

    The Fidelity Series All-Sector Equity Fund was founded in October 2008 and has an expense ratio of 0.67%. Shares of this fund are offered only to certain other Fidelity funds.

    By David Ashworth
  • uploads///
    Earnings Report

    Will Jabil Circuit’s Revenues Rise with the iPhone 7 Release?

    Apple may launch the iPhone 7 and iPhone 7 Plus in September 2016. This is expected to drive Jabil Circuit’s revenues in the coming quarters.

    By Adam Rogers
  • uploads///Series  A
    Company & Industry Overviews

    Slowing Smartphone Sales Impact Samsung’s Earnings

    Semiconductor stocks have been falling in 2016. A major player hit by this trend has been Korean smartphone maker Samsung.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Why Did Skyworks Shares Rise despite Lower Guidance?

    kyworks Solutions’ (SWKS) shares rose ~4% at $67.21 in the after-hours trading session on January 28 despite the company reporting lower-than-expected guidance

    By Puja Tayal
  • uploads///
    Earnings Report

    Apple’s iPhone Sales Flat for First Time since Fiscal 2007

    Apple’s iPhone sales have been flat year-over-year, not growing for the first time since fiscal 2007. This indicates that the incremental upgrades to the iPhone 6S didn’t boost sales.

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    TSMC’s Revenue Was Impacted as Apple Scaled Production Back

    Apple is TSMC’s major customer in the communication segment. The recent production scale-back by Apple in December 2015 affected TSMC’s fiscal 4Q15 revenue.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    TSMC’s Fourth Quarter Earnings Drop for First Time in 4 Years

    Taiwan Semiconductor Manufacturing Company’s fourth quarter earnings fell for the first time in four years due to slowdown in demand for high-end smartphones.

    By Puja Tayal
  • uploads///part
    Company & Industry Overviews

    Lower Revenue Guidance for Analog, Qorvo, and Cirrus Logic

    Analog announced that it expects its revenue in fiscal 1Q16 to be $745–$765 million due to weaker demand in its portable consumer business segment.

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    Surprise in Store: AMD’s Fiscal 4Q15 Earnings

    On average, analysts expect AMD to post an EPS (earnings per share) of -$0.12 in fiscal 4Q15. It’s better than the EPS of $0.47 in fiscal 4Q14.

    By Puja Tayal
  • uploads///part
    Miscellaneous

    Skyworks, Qorvo, and Avago Fall after Qualcomm JV Announcement

    Shares of Skyworks Solutions (SWKS) fell 4.5% to $62.16 on January 13, 2016. Investors believe that the JV will pose a substantial threat from a stronger Qualcomm.

    By Adam Rogers
  • uploads///part
    Miscellaneous

    RFFE Space Provides Huge Opportunity for Qualcomm

    The RFFE space is projected to be an $18 billion market by 2020, according to Qualcomm. The filter assets in RF360 Holdings, the new joint venture, will be among the top three in the industry.

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    Why Qorvo May Still Look Good despite Weak Guidance

    Many analysts have maintained a “Buy” rating for Qorvo as it still shows strength in various areas and as the sales of other Apple products remain strong.

    By Puja Tayal
  • uploads///part
    Company & Industry Overviews

    Shares of Apple Suppliers Fell after Revised Analyst Forecasts

    Shares of Apple supplier Skyworks Solutions (SWKS) fell 3.6% on December 14, 2015, after three investment banks lowered Apple’s iPhone estimates.

    By Adam Rogers
  • uploads///part
    Company & Industry Overviews

    Apple Reduced Component Orders by 10%: Credit Suisse

    Morgan Stanley (MS) analyst Katy Huberty noted that iPhone sales in China rose while they declined in most regions globally.

    By Adam Rogers
  • Macroeconomic Analysis

    How Energy Dragged Down the American Funds AMCAP Fund

    The American Funds AMCAP Fund Class A rose by 7.0% in October 2015 over the previous month. But the energy sector made this fund a bottom performer.

    By David Ashworth
  • uploads///Junk Bond Yields in  and
    Company & Industry Overviews

    Why Qorvo and HCA Issued Most Junk Bonds

    Qorvo is a company involved in radio frequency systems and defense. It issued junk bonds worth $1.0 billion last week that were rated as Ba1/BB+.

    By Lynn Noah
  • uploads///Series  A
    Earnings Report

    Qorvo’s Shares Soared 23% after Its Fiscal 2Q16 Earnings Release

    In fiscal 2Q16, Qorvo’s (QRVO) revenue almost doubled year-over-year to $708 million, beating the consensus estimate of $700 million.

    By Puja Tayal
  • uploads///SWKS
    Fund Managers

    Apple Suppliers like Skyworks Solutions See Share Price Dip

    The stock price of Skyworks has declined by 5.60% in the last week of June. The last traded price of the firm on June 30, 2015, was $104.10.

    By Adam Rogers
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.