NASDAQ$SWKS

Skyworks Solutions · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Skyworks reported solid Q4 2023 results despite macroeconomic headwinds, delivering revenue of $1.219 billion and non-GAAP diluted EPS of $2.20.

Skyworks Solutions, Inc. reported Q4 2023 revenue of $1.219 billion. GAAP diluted EPS was $1.52, and non-GAAP diluted EPS was $2.20. The company generated record free cash flow for fiscal year 2023, increasing 76% year-over-year.

  • Delivered Revenue of $1.219 Billion
  • Posted GAAP Diluted EPS of $1.52 and Non-GAAP Diluted EPS of $2.20
  • Generated Annual Operating Cash Flow of $1.856 Billion, Up 30% Year-Over-Year
  • Generated Free Cash Flow of $1.646 Billion, Up 76% Year-Over-Year

Headline financials

Total Revenue

$1.22B

Previous: $1.41B-13.4%
EPS (adj)

$2.20

Previous: $3.02-27.2%
GAAP Gross Margin

39.2%

No prior period
Non-GAAP Gross Margin

47.1%

No prior period
GAAP Operating Margin

20.8%

No prior period
Non-GAAP Operating Margin

32.6%

No prior period
Capital Expenditures

$70.1M

Previous: $142M-50.5%
Free Cash Flow

$296M

Previous: $94.6M+212.5%
Net Income

$245M

Previous: $302M-19.0%
Operating Income

$254M

Previous: $388M-34.5%
Gross Profit

$478M

Previous: $669M-28.5%
Cash & Equivalents

$719M

Previous: $566M+27.0%
Total Assets

$8.43B

Previous: $8.91B-5.4%
Stock-Based Comp

$49.9M

Previous: $37M+34.9%

Revenue & EPS history

Skyworks · Revenue · Quarterly

$1.22B

Q4 2023-13.4%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Skyworks expects revenue to be $1.175 to $1.225 billion in the December quarter. At the mid-point of the revenue range, the company anticipates non-GAAP diluted earnings per share of $1.95. Mobile business is expected to demonstrate momentum, while broad markets are expected to continue to digest excess inventory in select segments, affecting the revenue outlook.

Tailwinds

  • Mobile business is expected to demonstrate momentum

Headwinds

  • Broad markets are expected to continue to digest excess inventory in select segments, affecting our revenue outlook.

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

+0.7%

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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