Qorvo Inc
Latest Qorvo Inc News and Updates
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Skyworks or Qorvo: Analysts’ Recommendations
Analysts are mixed about Qorvo and Skyworks. Some analysts have a “buy” recommendation, while others have a “hold” recommendation.
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.
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.
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.
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.
Here’s Apple’s Answer to iPhone Demand Problem
Apple is considering pricing the iPhone in local currency outside the United States.
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.
Will Apple Announce a Reduced Outlook for March Quarter?
Apple (AAPL) stock has lost 33% in the last three months.
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.
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.
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.
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.
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.
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.
A Look at Broadcom’s Cash Inflows and Outflows
In fiscal 2Q17, Broadcom’s operating cash flow increased 17% sequentially to ~$1.6 billion.
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.
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 […]
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.
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.
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.
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.
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.
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.
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.
