NASDAQ$QRVO

Qorvo Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Qorvo's financial performance declined due to weakness in end markets, but design win activity and channel inventory reduction showed promise for future growth.

Qorvo reported Q4 fiscal 2023 results with revenue of $633 million and a GAAP loss per share of $1.39. Non-GAAP EPS was $0.26. The company is reducing Android channel inventory and anticipates sequential revenue growth in the coming quarters.

  • Qorvo is operating well and investing in technology and product leadership.
  • Seeing increasing strength in customer design activity across businesses.
  • Expect improved financial performance supported by content gains in large customer programs.
  • Outperformed the midpoint of revenue guidance while reducing channel inventory of components in the Android ecosystem by approximately 25%.

Headline financials

Total Revenue

$633M

Previous: $1.17B-45.7%
EPS (adj)

$0.26

Previous: $3.12-91.7%
Capital Expenditures

$34.1M

Previous: $50.5M-32.4%
Free Cash Flow

$31.3M

Previous: $295M-89.4%
Net Income

-$138M

Previous: $212M-165.2%
Operating Income

-$189M

Previous: $271M-169.8%
Gross Profit

$115M

Previous: $570M-79.9%
Cash & Equivalents

$809M

Previous: $973M-16.8%
Total Assets

$6.69B

Previous: $7.51B-10.9%
Stock-Based Comp

$18.7M

Previous: $10.3M+81.8%

Revenue & EPS history

Qorvo · Revenue · Quarterly

$633M

Q4 2023-45.7%vs Q4 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Qorvo expects quarterly revenue of $620 million to $660 million, non-GAAP gross margin of approximately 41.5%, and non-GAAP diluted earnings per share of approximately $0.15 for the June 2023 quarter.

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 Q4 2023

Historical avgQ4 2023

+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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