NASDAQ$SWKS

Skyworks Solutions · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Skyworks delivered solid first quarter results, leveraging its diverse portfolio of mobile and IoT solutions.

Skyworks delivered solid first quarter results with revenue exceeding consensus estimates and record quarterly operating cash flow. The company is well positioned to navigate a challenging macro backdrop with its profitable business model and leading connectivity technologies.

  • Delivered Revenue of $1.329 Billion
  • Posted GAAP Diluted EPS of $1.93 and Non-GAAP Diluted EPS of $2.59
  • Generated Record Quarterly Operating Cash Flow of $773.4 Million
  • Returned $265.6 Million to Stockholders Through Dividends and Share Repurchases

Headline financials

Total Revenue

$1.33B

Previous: $1.51B-12.0%
EPS (adj)

$2.59

Previous: $3.14-17.5%
Capital Expenditures

-$63.5M

Previous: $95.8M-166.3%
Free Cash Flow

$246M

Previous: $486M-49.4%
Net Income

$309M

Previous: $400M-22.6%
Operating Income

$367M

Previous: $446M-17.7%
Gross Profit

$638M

Previous: $715M-10.8%
Cash & Equivalents

$820M

Previous: $876M-6.4%
Total Assets

$8.95B

Previous: $8.62B+3.8%
Stock-Based Comp

$49.4M

Previous: $50.4M-2.0%

Revenue & EPS history

Skyworks · Revenue · Quarterly

$1.33B

Q1 2023-12%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Looking ahead to our second fiscal quarter of 2023, we anticipate revenue to be between $1.125 billion and $1.175 billion with non-GAAP diluted earnings per share of $2.02 at the midpoint of our revenue range.

Tailwinds

  • Revenue to be between $1.125 billion and $1.175 billion
  • Non-GAAP diluted earnings per share of $2.02 at the midpoint of our revenue range
  • Board of directors has approved a new $2 billion stock repurchase program
  • Confidence in our business
  • Ability to continue generating strong free cash flow

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 Q1 2023

Historical avgQ1 2023

+0.7%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-1.2%

Avg return

30 days after

52%

36 / 69 earnings

Positive

+14.3%

Q3 2012

Best reaction

-24.7%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.9%-4.5%+1.5%
Q1 2026+5.5%+10.0%-2.0%
Q4 2025+2.1%-4.6%-17.8%
Q2 2025+0.6%+8.6%+7.0%
Q1 2025-24.7%-25.1%-16.6%
Q4 2024-5.5%-4.9%+1.9%
Q3 2024-3.2%-10.8%-8.3%
Q2 2024-16.3%-14.2%-15.9%
Q1 2024-1.6%-4.7%-1.2%
Q4 2023+4.6%+2.6%+12.8%
Q3 2023-0.5%-1.9%-2.9%
Q2 2023-4.1%-6.7%+0.9%
Q1 2023+9.3%+6.3%+2.0%
Q4 2022+5.4%+6.3%+12.7%
Q3 2022+0.7%-4.6%-12.1%
Q2 2022-4.2%-10.8%-6.5%
Q1 2022-9.0%-5.5%-8.5%
Q4 2021-5.4%-5.4%-13.9%
Q3 2021-3.9%-2.0%-4.5%
Q2 2021-7.7%-11.6%-13.4%
Q1 2021+8.6%+19.0%+14.1%
Q4 2020-1.8%+3.9%+1.5%
Q3 2020-3.4%-1.2%+4.2%
Q2 2020+5.9%+12.5%+28.8%
Q1 2020-2.1%-4.1%-8.3%
Q4 2019+0.8%-1.0%+11.1%
Q3 2019+3.4%-1.8%+2.8%
Q2 2019-1.0%-5.6%-24.7%
Q1 2019+13.1%+9.1%+6.2%
Q4 2018-7.2%-12.8%-18.2%
Q3 2018-4.9%-7.4%-10.0%
Q2 2018+5.3%+5.8%+10.5%
Q1 2018+5.7%+3.7%+12.7%
Q4 2017-1.8%-2.5%-14.8%
Q3 2017+2.0%+0.9%-3.0%
Q2 2017-3.1%-2.2%+2.8%
Q1 2017+11.9%+16.4%+21.5%
Q4 2016+0.1%+3.1%-2.3%
Q3 2016-6.7%-5.2%+4.0%
Q2 2016-7.6%
Q1 2016+10.9%
Q4 2015+7.2%
Q3 2015-1.9%
Q2 2015+5.0%
Q1 2015+4.6%
Q4 2014-1.6%
Q3 2014+10.7%
Q2 2014+12.1%
Q1 2014+4.9%
Q4 2013+4.8%
Q3 2013+4.7%
Q2 2013-0.1%
Q1 2013+13.1%
Q4 2012-14.7%
Q3 2012+14.3%
Q2 2012+10.3%
Q1 2012+12.1%
Q4 2011+2.7%
Q3 2011+4.5%
Q2 2011-4.6%
Q1 2010-1.0%
Q1 2011+1.7%
Q4 2010-2.1%
Q4 2008-2.1%
Q3 2009-5.7%
Q3 2010-5.7%
Q4 2009+1.6%
Q2 2010+1.6%
Q2 2009+1.6%

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