NgoLwesibini ixesha lendawo, inkampani ye-chip yerediyo yase-US iSkyworks Solutions ibhengeze ukuthengwa kweQorvo Semiconductor. Ezi nkampani zimbini ziya kudityaniswa zenze ishishini elikhulu elixabisa malunga neebhiliyoni ezingama-22 zeedola (malunga ne-156.474 yeebhiliyoni zeedola), libonelela ngeetshiphusi zikanomathotholo (RF) zeApple kunye nabanye abavelisi bee-smartphone. Eli nyathelo liza kudala omnye wababoneleli be-chip abakhulu be-RF eMelika.

Ngokwemiqathango yesivumelwano, abanini-zabelo baseQorvo baya kufumana i-$ 32.50 ngemali yemali ngesabelo ngasinye kunye nezabelo ze-0.960 ze-Skyworks stock. Ngokusekelwe kwixabiso lokuvala ngoMvulo, esi sibonelelo silingana ne-105.31 yeedola ngesabelo ngasinye, emele i-premium ye-14.3% ngaphezu kwexabiso lokuvala losuku lwangaphambili, kwaye lihambelana noqikelelo olupheleleyo malunga ne-9.76 yezigidigidi zeedola.

Emva kwesibhengezo, amaxabiso esitokhwe kwiinkampani zombini anyuke malunga ne-12% kwintengiso yangaphambili. Iingcali zoshishino zikholelwa ekubeni oku kudityaniswa kuya kwandisa kakhulu isikali kunye namandla eengxoxo zenkampani edibeneyo, kwaye komeleze isikhundla sayo sokhuphiswano kwimarike ye-chip yerediyo yerediyo yehlabathi.

I-Skyworks igxile ekuyileni nasekuveliseni i-analog kunye ne-mix-signal chips ezisetyenziswa kunxibelelwano olungenazingcingo, i-automotive electronics, izixhobo zamashishini, kunye neemveliso zombane zabathengi. Ngo-Agasti kulo nyaka, inkampani yaxela kwangaphambili ukuba ingeniso kunye nenzuzo kwikota yesine iya kudlula ulindelo lweWall Street, ngokukodwa ngenxa yemfuno eqinile yeechips zayo ze-analog kwimarike.

Idatha yokuqala ibonisa ukuba ingeniso ye-Skyworks yekota yesine yezemali yayimalunga ne-1.1 yeebhiliyoni zeedola, kunye ne-GAAP ehlanjululweyo yomvuzo ngesabelo ngasinye se-$ 1.07; Kunyaka-mali opheleleyo ka-2025, ingeniso ibimalunga ne-4.09 yeebhiliyoni zeedola, kunye nengeniso yokusebenza ye-GAAP yezigidi ezingama-524 zeedola kunye nengeniso yokusebenza engeyiyo ye-GAAP yezigidi ezingama-995 zeedola.

I-Qorvo iphinde ikhuphe ngaxeshanye iziphumo zayo zokuqala zekota yesibini yonyaka-mali we-2026. Ngokwemigaqo ye-Akhawuntingi eyamkelekileyo Jikelele (GAAP) yase-United States, ingeniso yayo yayiyi-1.1 yeebhiliyoni zeedola zase-US, kunye ne-gross profit margin ye-47.0%, kunye nemivuzo ehlanjululweyo ngesabelo ngasinye se-dollar ye-1.28; ibalwa ngokusekelwe kwi-Non-GAAP (iMimiselo yoCwangciso-mali oluNgelulo karhulumente), ingeniso yengeniso epheleleyo yayiyi-49.7%, kwaye ingeniso ehlanjululweyo ngesabelo ngasinye yayiyi-2.22 yeedola zaseMelika.

Abahlalutyi bemizi-mveliso bakholelwa ukuba oku kudityaniswa kuya kwandisa kakhulu isikali kunye namandla eengxoxo zeshishini elidityanisiweyo kwicandelo letekhnoloji ye-RF yangaphambili, inceda ukujamelana noxinzelelo oluziswa ziitshiphusi eziphuhliswe yi-Apple. I-Apple ngokuthe ngcembe ikhuthaza ukuzimela kweetshiphusi zeRF. Lo mkhwa sele ubonakaliswe ekuqaleni kwimodeli ye-iPhone 16e ekhutshwe ekuqaleni kwalo nyaka, kwaye inokwenza buthathaka ukuthembela kwayo kubaboneleli bangaphandle abafana ne-Skyworks kunye ne-Qorvo kwixesha elizayo, ibeka umngeni onokubakho kwiintengiso zexesha elide leenkampani zombini.

I-Skyworks ithe ingeniso yonyaka yenkampani edibeneyo iya kufikelela malunga ne-7.7 yeebhiliyoni zeerandi, kunye nemivuzo ehlengahlengisiweyo ngaphambi kwenzala, irhafu, ukuhla kwexabiso, kunye ne-amortization (EBITDA) efikelela kwi-2.1 yezigidigidi zeedola. Ikwaqikelele ukuba kwisithuba seminyaka emithathu, iyakufikelela kwiindleko zonyaka ezingaphezulu kweedola ezingama-500 ezigidi.

Emva kokudibanisa, inkampani iya kuba neshishini leselula elixabisa i-5.1 yeebhiliyoni zeedola kunye necandelo "lorhwebo olubanzi" lweshishini elixabisa i-2.6 yeebhiliyoni zeedola. Le yokugqibela igxile kwimimandla efana nokukhusela, i-aerospace, i-IoT edge, i-automotive kunye nedatha yedatha ye-AI, apho imijikelezo yemveliso ide kwaye imida yenzuzo iphezulu. Omabini amaqela aphinde athi ukudibanisa kuya kwandisa umthamo wabo wemveliso e-United States kwaye konyuse izinga lokusetyenziswa kweefektri zasekhaya. Inkampani entsha iza kuba neenjineli ezimalunga nama-8,000 kwaye ibambe ngaphezulu kwe-12,000 yamalungelo awodwa omenzi wechiza (kuquka lawo akwinkqubo yokufaka isicelo). Ngokudityaniswa kwe-R&D kunye nezixhobo zokuvelisa, le nkampani intsha ijolise ekukhuphisaneni ngokufanelekileyo nezigebenga ze-semiconductor zehlabathi kwaye ibambe amathuba eziswa
ukukhula kwemfuno yeenkqubo eziphambili zerediyo zerediyo kunye neemveliso zombane eziqhutywa yi-AI.