NeChipiri panguva yemuno, kambani yemachipisi eredhiyo ekuUS Skyworks Solutions yakazivisa kutenga Qorvo Semiconductor. Makambani maviri aya achabatana kuti aumbe kambani hombe ine mutengo wemadhora mabhiriyoni makumi maviri nemaviri (anenge mabhiriyoni zana nemakumi mashanu nematanhatu nemakumi mana nematanhatu nemakumi manomwe nemana eyuan), ichipa machipisi eredhiyo (RF) kuApple nevamwe vagadziri vemafoni. Danho iri richagadzira imwe yevatengesi vakuru vemachipisi eRF muUnited States.

Zvichienderana nezviri muchibvumirano, vagovani veQorvo vachawana $32.50 semari pachikamu chimwe nechimwe uye 0.960 yemasheya eSkyworks. Zvichienderana nemutengo wekupedzisira weMuvhuro, chipo ichi chakaenzana ne $105.31 pachikamu chimwe nechimwe, zvichireva premium ye14.3% kupfuura mutengo wekupedzisira wezuva rekutengeserana rapfuura, uye zvinoenderana nemutengo wepakati pe $9.76 bhiriyoni.

Mushure mekuziviswa uku, mitengo yemasheya emakambani ese ari maviri yakakwira neinenge 12% mukutengeserana kusati kwatanga. Nyanzvi dzeindasitiri dzinotenda kuti kubatana uku kuchawedzera zvakanyanya kukura uye simba rekutaurirana rekambani yakabatana, uye kusimbisa chinzvimbo chayo chekukwikwidza mumusika wepasi rose weredhiyo frequency chip.

Skyworks inonyanya kugadzira nekugadzira machipisi eanalog ne mixed-signal anoshandiswa mukutaurirana kwe wireless, mota dzemagetsi, michina yeindasitiri, uye zvigadzirwa zvemagetsi zvevatengi. Muna Nyamavhuvhu gore rino, kambani yakafanotaura kuti mari yayo nepurofiti mukota yechina zvaizopfuura zvaitarisirwa neWall Street, kunyanya nekuda kwekudiwa kwakanyanya kwemachipisi ayo eanalog mumusika.

Ruzivo rwekutanga runoratidza kuti mari yakawanikwa neSkyworks muchikamu chechina chemari yaive inosvika $1.1 bhiriyoni, nemari yakawanikwa neGAAP pachikamu chimwe nechimwe ye $1.07; mugore rose remari ra2025, mari yacho yaive inenge $4.09 bhiriyoni, mari yakawanikwa neGAAP ye $524 miriyoni uye mari yakawanikwa neGAAP ye $995 miriyoni.

Qorvo yakaburitsawo mhedzisiro yayo yekutanga yekota yechipiri yegore remari ra2026. Sekureva kweGenerally Accepted Accounting Principles (GAAP) yeUnited States, mari yayo yaive mabhiriyoni 1.1 emadhora ekuAmerica, ine purofiti ye47.0%, uye mari yakawanikwa pachikamu chimwe nechimwe yemadhora ekuAmerica 1.28; yakaverengerwa zvichibva paNon-GAAP (Non-Governmental Accounting Principles), purofiti yehuwandu hwe49.7%, uye mari yakawanikwa pachikamu chimwe nechimwe yaive 2.22 emadhora ekuAmerica.

Vaongorori vemaindasitiri vanotenda kuti kubatana uku kuchawedzera zvakanyanya kukura uye simba rekutaurirana kwebhizinesi rakabatana mumunda wetekinoroji yeRF front-end, zvichibatsira kugadzirisa kumanikidzwa kwemakwikwi kunounzwa nemachipisi akagadzirwa neApple. Apple iri kusimudzira zvishoma nezvishoma kuzvitonga kwemachipisi eRF. Maitiro aya akatoonekwa pakutanga mumuenzaniso we iPhone 16e wakaburitswa kutanga kwegore rino, uye anogona kuderedza kuvimba kwayo nevatengesi vekunze vakaita seSkyworks neQorvo mune ramangwana, zvichikonzera dambudziko rinogona kuitika kune tarisiro yekutengesa kwenguva refu yemakambani ese ari maviri.

Skyworks yakati mari inowanikwa nekambani iyi pagore yaizosvika mabhiriyoni manomwe nemazana manomwe emadhora ($7.7 bhiriyoni), nemari yakagadziridzwa isati yasvika mubereko, mitero, kudzikira kwemitengo, uye kubhadharwa kwemari (EBITDA) inosvika mabhiriyoni maviri nerimwe emadhora ($2.1 bhiriyoni). Yakafungidzirawo kuti mukati memakore matatu, yaizowana mari inodarika mamiriyoni mazana mashanu emadhora ($500 bhiriyoni).

Mushure mekubatanidzwa, kambani iyi ichava nebhizinesi rekufambisa rine mari inosvika mabhiriyoni mashanu emadhora ($5.1 bhiriyoni) uye chikamu chebhizinesi re "musika wakafara" chine mari inosvika mabhiriyoni maviri nematanhatu emadhora ($2.6 bhiriyoni). Chikamu chekupedzisira ichi chinotarisa munzvimbo dzakadai sedziviriro, ndege, edge IoT, automotive uye AI data centres, uko zvigadzirwa zvinogara kwenguva refu uye purofiti yakakwira. Mapato ese ari maviri akataurawo kuti kubatana uku kuchawedzera kugona kwavo kugadzira muUnited States uye kuwedzera mwero wekushandiswa kwemafekitori emuno. Kambani itsva iyi ichava nemainjiniya angangoita zviuru zvisere uye ine mapatenti anopfuura zviuru gumi nezviviri (kusanganisira ari mukunyorera). Kuburikidza nekubatanidzwa kweR&D nezviwanikwa zvekugadzira, kambani iyi itsva ine chinangwa chekukwikwidzana zvinobudirira nemakambani makuru epasi rose e semiconductor uye kutora mikana inounzwa ne
kukura kwekudiwa kwemasisitimu epamusoro eredhiyo uye zvigadzirwa zvemagetsi zvinotungamirirwa neAI.