Qorvo delivered outstanding quarterly results, surpassing expectations with strong revenue, margin, and EPS beats, despite ongoing headwinds in China and strategic business shifts. Our growth is driven by expanding content at our largest customer, robust defense and aerospace demand, and leadership in Wi-Fi and power management solutions. Operational improvements, including facility closures an...
Qorvo's near-term upside from the Apple iPhone launch is largely priced in, limiting immediate catalysts for the stock. However, I see significant long-term potential in Qorvo's defense and aerospace segment, especially with rising US defense spending and new contract opportunities. Financials show solid earnings beats and strong forward guidance, but overall revenue growth remains challenged w...
Qorvo, Inc. (NASDAQ:QRVO ) Q1 2026 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants David Fullwood - Senior Vice President of Sales & Marketing Douglas DeLieto - Vice President of Investor Relations Frank P. Stewart - Senior VP & President of Advanced Cellular Grant A.
GREENSBORO, N.C., July 29, 2025 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company's fiscal 2026 first quarter ended June 28, 2025.
Qorvo's Q1 results are expected to be quiet, with weak smartphone and automotive markets offset by growth in defense and aerospace segments. I'm closely watching management's guidance on mobile demand, 5G sales, and signs of recovery in global electronics, given heavy reliance on Apple. High-Performance Analog, especially defense and aerospace, is a bright spot with multi-year contracts and dou...
GREENSBORO, N.C., July 15, 2025 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq: QRVO), a leading global provider of connectivity and power solutions, will host a conference call to review fiscal 2026 first quarter financial results on Tuesday, July 29, 2025, at 4:30 p.m. (ET). The conference call will be webcast live on the Company's Investor Relations website at the following URL: https://ir.qorvo.com (un...
Chipmaker Qorvo said on Monday it will nominate activist investor Starboard Value's managing member Peter Feld to its board, ending a boardroom battle as the Apple supplier's stock shows signs of recovery.
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