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Jun 27, 2025
Skyworks Q3 2025 Earnings Report
Skyworks Solutions reported Q3 Fiscal 2025 results with stronger-than-expected margins and non-GAAP EPS, supported by broad market momentum.
Key Takeaways
Skyworks delivered revenue of $965 million in Q3 FY25 with GAAP EPS of $0.70 and Non-GAAP EPS of $1.33, exceeding guidance. Strength in mobile and edge markets supported performance despite year-over-year declines in GAAP profit metrics.
Revenue reached $965 million, up 7% YoY.
Non-GAAP EPS of $1.33 beat the high end of guidance.
Generated $252.7 million in free cash flow in the quarter.
Dividend increased by 1% to $0.71 per share.
Forward Guidance
Skyworks expects Q4 FY25 revenue between $1.00B and $1.03B and midpoint Non-GAAP EPS of $1.40, citing strong demand in Mobile and Broad Markets.
Positive Outlook
- Projected revenue growth to exceed $1 billion in Q4 FY25.
- Mobile segment showing healthy demand with sequential growth.
- Broad Markets expected to deliver accelerated YoY growth.
- Design wins in Wi-Fi 7 and AI data center applications.
- Continued strength across edge IoT, automotive, and data center markets.
Challenges Ahead
- Year-over-year GAAP operating income declined by 15%.
- Net income fell compared to Q3 FY24.
- Capital expenditures increased to $61.4 million from $24.4 million YoY.
- Inventories and accounts receivable remain elevated.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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