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Jun 28, 2024

Skyworks Q3 2024 Earnings Report

Skyworks reported solid Q3 FY24 results with strong profitability, driven by mobile business ramping up and broad markets business recovering.

Key Takeaways

Skyworks Solutions, Inc. reported Q3 FY24 revenue of $906 million. GAAP diluted EPS was $0.75, and non-GAAP diluted EPS was $1.21. The company's mobile business is ramping up, and the broad markets business is recovering.

Delivered Revenue of $906 Million

Posted GAAP Diluted EPS of $0.75 and Non-GAAP Diluted EPS of $1.21

Increased Quarterly Dividend by 3% to $0.70 Per Share

Mobile business is ramping up while broad markets business continues to recover

Total Revenue
$906M
Previous year: $1.07B
-15.5%
EPS
$1.21
Previous year: $1.73
-30.1%
Gross Profit
$364M
Previous year: $464M
-21.5%
Cash and Equivalents
$1.26B
Previous year: $722M
+75.1%
Free Cash Flow
$249M
Previous year: $275M
-9.3%
Total Assets
$8.24B
Previous year: $8.46B
-2.7%

Skyworks

Skyworks

Forward Guidance

For the September quarter, Skyworks expects revenue to be $1.00 billion to $1.04 billion with non-GAAP diluted earnings per share of $1.52 at the mid-point of the revenue range.

Positive Outlook

  • Mobile business to be up approximately 20% sequentially, as demand and supply patterns appear to be normalizing.
  • In broad markets, expects modest improvement, representing three consecutive quarters of sequential growth.
  • Solid capital structure
  • Strong year-to-date cash flow generation
  • Announcing another increase to our quarterly dividend.