reports
Skyworks Reports Q4 and Full Year FY25 Results
Skyworks Reports Q4 and Full Year FY25 Results Delivers Q4 Revenue of $1.10 BillionPosts GAAP Diluted EPS of $0.94 and Non-GAAP Diluted EPS of $1.76Generates Annual Operating Cash Flow of $1.30 Billion and Annual Free Cash Flow of $1.11 Billion IRVINE, Calif., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported fourth fiscal quarter and fiscal-year end results for the period ended Oct. 3, 2025. Revenue for the fourth fisca...
MACOM to Manufacture HRL’s 40nm GaN-on-SiC Process
MACOM to Manufacture HRL’s 40nm GaN-on-SiC Process LOWELL, Mass., Nov. 04, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, today announced that it has entered into an agreement with HRL Laboratories (“HRL”) to license and manufacture HRL’s proprietary 40nm T3L GaN-on-silicon carbide (“GaN-on-SiC”) process technology. HRL and MACOM will work collaboratively on a rapid process transfer of this proprietary semiconductor process from HRL’s facility to one of MACOM’s U.S. Trusted Foundries. Under the agreement, MACOM will have an exclusive license to manufacture produc...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
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ABM ABM INDUSTRIES INCORPORATED
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EEFT EURONET WORLDWIDE INC.
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ALSN ALLISON TRANSMISSION HOLDINGS INC.
ADP AUTOMATIC DATA PROCESSING INC.
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WM WALLBRIDGE MINING CO. LTD.
CWST CASELLA WASTE SYSTEMS INC. CLASS A
HNI HNI CORPORATION
RSG REPUBLIC SERVICES INC.
TREX TREX COMPANY INC.
AOS A. O. SMITH CORPORATION
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Moody's Ratings affirms Skyworks' ratings following the Qorvo bid; out...
Moody's Ratings (Moody's) affirmed Skyworks Solutions, Inc.'s (Skyworks) Ba1 corporate family rating (CFR), Ba1-PD probability of default rating (PDR), Ba1 senior unsecured notes rating, and Ba1 senior unsecured revolving credit facility rating, following Skyworks' announcement that it intends to ac...
- Pierre FerraguÊ
How much WFE is required to produce a 1 GW datacenter?
As a follow up to our cheat sheet summarizing the cost structure of a 1GW datacenter, we estimate today on a single slide WFE required to produce semiconductors for a 1 GW datacenter, with our usual important caveat: WFE spending is driven by the growth of production capacity. In other words, one spends once on WFE to build a 1GW datacenter many times over.
Skyworks Reports Preliminary Q4 and Full Year FY25 Results
Skyworks Reports Preliminary Q4 and Full Year FY25 Results Delivers Q4 Revenue of $1.10 BillionPosts Q4 GAAP Diluted EPS of $1.07 and Non-GAAP Diluted EPS of $1.76Skyworks and Qorvo Combine to Create a $221 Billion U.S.-Based Leader in High-Performance Radio Frequency (RF), Analog and Mixed-Signal SolutionsFull Fourth Quarter and Full Year 2025 Financial Results to be Announced on November 4, 2025 IRVINE, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Skyworks, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for num...
Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader ...
Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions Companies to host joint conference call and live webcast today at 8:00 a.m. EDT Key Highlights Enhances scale with revenue of $7.7 billion and Adjusted EBITDA of $2.1 billion1Combines complementary product and technology portfolios and world-class engineering capabilities, creating R&D scale to deliver innovative RF solutionsCreates $5.1 billion mobile business positioned to address rising RF complexityEstablishes $2.6 billion diversified Broad Markets platform ...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Analog Devices, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 22 October 2025 in which we reassessed the appropriateness of the ratings in the conte...
MACOM to Report Fourth Quarter and Fiscal Year 2025 Financial Results ...
MACOM to Report Fourth Quarter and Fiscal Year 2025 Financial Results on November 6, 2025 LOWELL, Mass., Oct. 24, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its fourth quarter and fiscal year 2025 ended October 3, 2025, before market open on Thursday, November 6, 2025. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, November 6, 2025, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice Pres...
Skyworks Sets Date for Fourth Quarter Fiscal 2025 Earnings Release and...
Skyworks Sets Date for Fourth Quarter Fiscal 2025 Earnings Release and Conference Call Nov. 4 at 4:30 p.m. EST IRVINE, Calif., Oct. 21, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, will host a conference call with analysts to discuss its fourth quarter fiscal 2025 results and business outlook on Nov. 4, 2025, at 4:30 p.m. EST. After the close of the market on Nov. 4, and prior to the conference call, Skyworks will issue a copy of the earnings press releas...
Moody's Ratings upgrades AMD's rating to A1; outlook changes to stable
Moody's Ratings (Moody's) upgraded the senior unsecured ratings for Advanced Micro Devices, Inc. ("AMD") and its wholly-owned subsidiary, Xilinx, Inc. ("Xilinx"), to A1 from A2, and the long-term issuer rating of Xilinx to A1 from A2. We affirmed AMD's Prime-1 short-term commercial paper program rat...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Texas Instruments, Incorporated and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 29 September 2025 in which we reassessed the appropriateness of the ratings...
- Pierre FerraguÊ
Does the Semicap rally have legs? Downgrading ASML to Neutral
The outlook for AI spending has strengthened in recent months, driving a rally in Semicap stocks. Our forecast embeds AI capex tripling by 2030, requiring ~$130bn of cumulative WFE spending, but driven by the first-order derivative of AI deployments, i.e. peak acceleration this year and peak spending next year; a trajectory in expectations already and resulting in a weak outlook beyond 2026. With near-term uncertainty, limited upside to 2026 forecasts, and valuations 2–12 turns above historic ...
Broadcom Inc: 2 directors
A director at Broadcom Inc sold/gave away 444,475 shares at 0.000USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
MACOM to Showcase High Speed Connectivity Solutions at ECOC 2025
MACOM to Showcase High Speed Connectivity Solutions at ECOC 2025 LOWELL, Mass., Sept. 23, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, will showcase its latest analog connectivity solutions at Stand C3419 during the European Conference on Optical Communication (ECOC) in Copenhagen, Denmark from September 29 to October 1, 2025. MACOM’s connectivity portfolio spans a broad range of optical and copper-based technologies supporting leading edge data speeds, including lasers, modulator and laser drivers, linear equalizers, optical clock recovery (OCR) modules, po...
Semtech Corp: 1 director
A director at Semtech Corp sold 3,500 shares at 62.754USD and the significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
MACOM to Highlight Cutting-Edge RF, Microwave and mmWave Solutions at ...
MACOM to Highlight Cutting-Edge RF, Microwave and mmWave Solutions at European Microwave Week 2025 LOWELL, Mass., Sept. 18, 2025 (GLOBE NEWSWIRE) -- (“MACOM”), a leading supplier of semiconductor products, invites attendees of European Microwave Week (EuMW) 2025 in Utrecht, Netherlands to visit Booth #D068 from September 23 to 25, 2025 and review its broad portfolio of RF, microwave and millimeter wave (mmWave) product solutions, and foundry services. MACOM will exhibit a variety of demonstrations that highlight its expanding product capabilities for space, radar, RF-over-Fiber (RFoF)...
MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High ...
MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High Performance Chipset LOWELL, Mass., Sept. 11, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, today announced the availability of a new chipset to overcome the distance limitations of traditional PCI Express (PCIe) and Compute Express Link (CXL) connectivity by enabling high speed, low latency communication over optical fiber. Designed to maintain signal integrity and reduce latency, the chipset consists of the and the . By consolidating sideband signaling into a single fiber pair, MACOM’s solut...
- Pierre FerraguÊ
Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...
Today, we are publishing the Telecom Infrastructure section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...
Skyworks to Present at the Goldman Sachs Communacopia and Technology C...
Skyworks to Present at the Goldman Sachs Communacopia and Technology Conference IRVINE, Calif., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Goldman Sachs Communacopia and Technology Conference on Sept. 9, 2025, at 7:30 a.m. PDT from the Palace Hotel in San Francisco. The event will be webcast live and archived for replay for one week following the conference in the “Investor...
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