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Apr 02, 2021

Skyworks Q2 2021 Earnings Report

Reported record second quarter revenue with significant year-over-year growth and strong performance in both GAAP and non-GAAP diluted EPS.

Key Takeaways

Skyworks Solutions reported a record second quarter with revenue of $1.172 billion, up 53% year-over-year. GAAP diluted EPS was $1.95, up 84% year-over-year, and non-GAAP diluted EPS was $2.37, up 77% year-over-year. The company also generated record quarterly operating cash flow of $616 million.

Delivered record second quarter revenue of $1.172 billion, up 53% Y-o-Y.

Posted GAAP diluted EPS of $1.95, up 84% Y-o-Y; Non-GAAP diluted EPS of $2.37, up 77% Y-o-Y.

Generated GAAP operating margin of 32.0%; Non-GAAP operating margin of 37.6%.

Drove record quarterly operating cash flow of $616 Million.

Total Revenue
$1.17B
Previous year: $766M
+53.0%
EPS
$2.37
Previous year: $1.34
+76.9%
Gross Profit
$578M
Previous year: $376M
+54.0%
Cash and Equivalents
$1.06B
Previous year: $912M
+16.2%
Free Cash Flow
$475M
Previous year: $220M
+116.1%
Total Assets
$5.73B
Previous year: $4.98B
+15.1%

Skyworks

Skyworks

Forward Guidance

For the third fiscal quarter of 2021, Skyworks anticipates revenue to be between $1.075 billion and $1.125 billion with non-GAAP diluted earnings per share of $2.13 at the midpoint of the revenue range.

Positive Outlook

  • Expects continued momentum and year-over-year growth into the June quarter.
  • Anticipates revenue to be between $1.075 billion and $1.125 billion.
  • Non-GAAP diluted earnings per share growth of 70%, compared to the third fiscal quarter of 2020.
  • Revenue growth of 49% compared to the third fiscal quarter of 2020
  • Based on robust demand for connectivity solutions in mobile and broad markets