SWKS
What SKYWORKS SOLUTIONS promised, and what happened
Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.
Guidance record · Jun 2026
updates from the last two tracked quarters 54 tracked 27 delivered 1 missed 26 open- Broad Markets revenue growth delivered said Mar 2026 Promised: up modestly sequentially, up high single digits year-over-year Jun 2026: Broad markets represented 43% of sales and grew 8% year-over-year, led by strong double-digit growth in data center and automotive.
- Largest-customer blended RF content, year-over-year change revised down said Dec 2024 Promised: down 20% to 25% Jun 2026: in February, when we announced initially the content loss, we were indicating 20%, 25% decline. Now we're looking at somewhere in the low teens.
- Broad Markets revenue growth open said Jun 2026 Promised: grow approximately 5% year-over-year, representing approximately 39% of total sales Jun 2026: broad markets is expected to grow approximately 5% year-over-year, representing approximately 39% of total sales
Open includes commitments that have not been reported or could not be verified.
The rest of the ledger
Above is what the last two calls moved. Pro opens all 54 tracked commitments for SKYWORKS SOLUTIONS — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.
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