NASDAQ$QRVO

Qorvo Inc. · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Qorvo outperformed its guidance on revenue, gross margin, and EPS, driven by secular growth drivers in 5G, IoT connectivity, defense, and power.

Qorvo reported Q3 2022 financial results with revenue of $1.114 billion, GAAP EPS of $1.95, and non-GAAP EPS of $2.98. The company outperformed the midpoint of its guidance, driven by sustained year-over-year revenue growth supported by multiyear secular growth drivers in 5G, IoT connectivity, defense and power.

  • Ramped shipments to Korea-based smartphone OEM in support of flagship and mass-market smartphone launches.
  • Supplied Qorvo’s first complete UWB solution in an Android® smartphone, including UWB transceiver and software stack compatible with other Android devices.
  • Introduced a fully integrated module combining Qorvo’s UWB chipset with Nordic®’s Bluetooth Low Energy solution to address a wide range of industrial and enterprise applications.
  • Expanded customer sampling of highly integrated main path and secondary transmit solutions for Android 5G smartphones.

Headline financials

Total Revenue

$1.11B

Previous: $1.09B+1.7%
EPS (adj)

$2.98

Previous: $3.08-3.2%
Capital Expenditures

-$163M

Previous: -$110M-48.8%
Free Cash Flow

$53.3M

Previous: $91.5M-41.8%
Net Income

$216M

Previous: $201M+7.6%
Operating Income

$296M

Previous: $299M-1.1%
Gross Profit

$548M

Previous: $538M+1.9%
Cash & Equivalents

$989M

Previous: $1.23B-19.9%
Total Assets

$7.63B

Previous: $7.04B+8.3%
Stock-Based Comp

$19.3M

Previous: $19.2M+0.3%

Revenue & EPS history

Qorvo · Revenue · Quarterly

$1.11B

Q3 2022+1.7%vs Q3 2021
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Forward guidance

Qorvo expects sequential growth in the March quarter on smartphone launch timing and stronger IDP volumes. At the midpoint of the March guidance, the company projects full fiscal year revenue growth to exceed 15%, operating margin to expand to over 33%, and earnings per share to grow 25%.

Tailwinds

  • Quarterly revenue of $1.135 billion to $1.165 billion
  • Non-GAAP gross margin of approximately 52%
  • Non-GAAP diluted earnings per share of $2.94 at the midpoint of guidance

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

+0.0%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+0.9%

Avg return

30 days after

42%

21 / 50 earnings

Positive

+21.8%

Q2 2020

Best reaction

-27.1%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+1.8%-3.1%+2.0%
Q3 2026-6.8%+2.1%+7.4%
Q2 2026-6.5%-8.2%-4.9%
Q4 2025+14.4%+12.9%+21.3%
Q3 2025+0.3%-4.8%-15.3%
Q2 2025-27.1%-28.3%-31.8%
Q1 2025-2.2%-11.9%-7.0%
Q4 2024-18.1%-17.7%-15.8%
Q3 2024+5.5%+7.1%+19.3%
Q2 2024-2.2%+0.8%+11.4%
Q1 2024-4.0%-3.2%-1.6%
Q4 2023+0.6%+0.8%+4.9%
Q3 2023-1.6%-5.9%-5.5%
Q2 2023-4.4%+1.8%+12.3%
Q1 2023+5.5%+3.4%-12.5%
Q4 2022-9.4%-14.4%-9.2%
Q3 2022-7.4%-7.5%-6.7%
Q2 2022-10.2%-7.4%-12.9%
Q1 2022-0.2%-0.8%-5.0%
Q4 2021+1.2%-6.0%+1.3%
Q3 2021-6.5%-4.8%-4.4%
Q2 2021+14.2%+16.4%+28.7%
Q1 2021+13.5%+17.6%+14.0%
Q4 2020+4.8%+2.4%+17.7%
Q3 2020-1.6%-5.3%-11.4%
Q2 2020+21.8%+26.9%+30.5%
Q1 2020-3.3%-4.3%-2.5%
Q4 2019+2.5%+1.0%-14.6%
Q3 2019-6.0%-5.0%-0.1%
Q2 2019+10.6%-2.3%-7.2%
Q1 2019+3.2%+4.2%-2.0%
Q4 2018+6.9%+10.9%+13.9%
Q3 2018+17.9%+6.9%+14.8%
Q2 2018-2.0%+3.5%-2.1%
Q1 2018-1.7%+1.1%+7.6%
Q4 2017-1.9%-3.9%+15.5%
Q3 2017-1.3%+0.2%+3.1%
Q2 2017-8.9%-9.1%-9.8%
Q1 2017-13.2%-13.3%-9.0%
Q4 2016+3.6%
Q3 2016+0.5%
Q2 2016+19.3%
Q1 2016-14.5%
Q4 2013-0.2%
Q2 2014-0.2%
Q1 2014-0.2%
Q4 2015+12.7%
Q4 2014-0.6%
Q3 2014-0.6%
Q3 2015+2.7%
Q2 2015
Q1 2015
Q3 2013
Q2 2013

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