SWKS Skyworks Solutions

Skyworks Solutions, Inc. engages in the design, development, and manufacture of proprietary semiconductor products. Its product portfolio includes amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, isolators, lighting and display solutions, mixers, modulators, optocouplers, optoisolators, phase shifters, synthesizers, power dividers and combiners, receivers, switches, and technical ceramics. The company was founded in 1962 and is headquartered in Woburn, MA.
Company profile
Ticker
SWKS
Exchange
Website
CEO
Liam Griffin
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ALPHA INDUSTRIES INC, SKYWORKS SOLUTIONS INC
SEC CIK
Corporate docs
IRS number
42302115
SWKS stock data
()
News
Mizuho Maintains Buy on Skyworks Solutions, Raises Price Target to $207
9 Apr 21
'Halftime Report' Traders Weigh In On Wedbush's Bullish Call On Tech
7 Apr 21
Barclays Maintains Equal-Weight on Skyworks Solutions, Raises Price Target to $190
11 Mar 21
Goldman Sachs Downgrades Skyworks Solutions to Neutral, Announces $135 Price Target
5 Mar 21
Cascend Maintains Buy on Skyworks Solutions, Raises Price Target to $220
12 Feb 21
Press releases
Skyworks to Present at Goldman Sachs 2021 Technology and Internet Conference
8 Feb 21
Thinking about trading options or stock in Moderna, Vir Biotechnology, Skyworks Solutions, BioNTech, or Western Digital Corp?
29 Jan 21
Skyworks Reports Q1 FY21 Results
28 Jan 21
Skyworks Announces New $2 Billion Stock Repurchase Program
28 Jan 21
Skyworks Solutions, Inc. to Host Earnings Call
28 Jan 21
Calendar
29 Jan 21
12 Apr 21
1 Oct 21
Financial summary
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Diluted EPS |
Annual (USD) |
Oct 20 | Sep 19 | Sep 18 | Sep 17 | |
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Financial data from company earnings reports.
Cash burn rate (estimated) | Burn method: Change in cash | Burn method: Operating income/loss | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 617.2M | 617.2M | 617.2M | 617.2M | 617.2M | 617.2M |
Cash burn (monthly) | (positive/no burn) | 25.92M | (positive/no burn) | (positive/no burn) | (positive/no burn) | (positive/no burn) |
Cash used (since last report) | n/a | 88.11M | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 529.09M | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 20.4 | n/a | n/a | n/a | n/a |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
9 Apr 21 | Durham Karilee A | Common Stock | Payment of exercise | Dispose F | No | No | 188.73 | 2,200 | 415.21K | 12,192 |
9 Apr 21 | Durham Karilee A | Common Stock | Option exercise | Aquire M | No | No | 0 | 4,426 | 0 | 14,392 |
9 Apr 21 | Durham Karilee A | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 4,426 | 0 | 4,426 |
8 Feb 21 | Griffin Liam | Common Stock | Sell | Dispose S | No | Yes | 182.05 | 400 | 72.82K | 40,783 |
8 Feb 21 | Griffin Liam | Common Stock | Sell | Dispose S | No | Yes | 180.94 | 1,043 | 188.72K | 41,183 |
8 Feb 21 | Griffin Liam | Common Stock | Sell | Dispose S | No | Yes | 180.05 | 1,607 | 289.34K | 42,226 |
8 Feb 21 | Griffin Liam | Common Stock | Sell | Dispose S | No | Yes | 179.17 | 700 | 125.42K | 43,833 |
4 Jan 21 | Terry Robert John | Common Stock | Sell | Dispose S | No | Yes | 152.94 | 1,000 | 152.94K | 8,350 |
4 Jan 21 | Terry Robert John | Common Stock | Option exercise | Aquire M | No | Yes | 75.91 | 1,000 | 75.91K | 9,350 |
4 Jan 21 | Terry Robert John | Employee Stock Option Common Stock | Option exercise | Dispose M | No | Yes | 75.91 | 1,000 | 75.91K | 502 |
Institutional ownership Q4 2020
Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.
76.0% owned by funds/institutions
13F holders |
Current |
---|---|
Total holders | 915 |
Opened positions | 154 |
Closed positions | 80 |
Increased positions | 347 |
Reduced positions | 304 |
13F shares |
Current |
---|---|
Total value | 19.16B |
Total shares | 125.44M |
Total puts | 3.47M |
Total calls | 2.81M |
Total put/call ratio | 1.2 |
Largest owners |
Shares | Value |
---|---|---|
Vanguard | 17.91M | $2.74B |
BLK Blackrock | 15.29M | $2.34B |
STT State Street | 7.62M | $1.17B |
TROW T. Rowe Price | 4.48M | $685.33M |
Vulcan Value Partners | 4.47M | $682.67M |
Geode Capital Management | 2.96M | $451.92M |
BK Bank Of New York Mellon | 2.58M | $394.29M |
Nuveen Asset Management | 2.38M | $364.02M |
Lazard Asset Management | 2.31M | $353.11M |
NTRS Northern Trust | 2.3M | $351.95M |
Financial report summary
?Risks
- The effects of the global COVID-19 pandemic are adversely affecting our business operations.
- The risks of doing business internationally apply to all aspects of our operations.
- We are subject to the risks of doing business in China.
- Our operating results may be adversely affected by quarterly and annual fluctuations and market downturns.
- We rely on a small number of customers for a large portion of our sales.
- We rely on Original Equipment Manufacturers (“OEMs”) and Original Design Manufacturers (“ODMs”) to design our products into their end products.
- Our manufacturing processes are extremely complex, specialized, and subject to disruption.
- We may not be able to maintain and improve manufacturing yields that contribute positively to our gross margin and profitability.
- We are dependent upon third parties for the manufacture, assembly, and testing of our products.
- We are dependent upon third parties for the supply of raw materials and components.
- We may not be able to effectively operate our business if we are unable to attract and retain qualified personnel.
- Our business would be adversely affected by the departure of existing members of our senior management team or if our senior management team is unable to effectively implement our strategy.
- We are subject to uncertainties involving the ordering and shipment of, and payment for, our products.
- We face a risk that capital needed for our business will not be available when we need it.
- The semiconductor industry is highly cyclical and subject to significant downturns.
- The wireless communications and analog semiconductor markets are characterized by significant competition.
- Remaining competitive in the semiconductor industry depends upon our ability to constantly innovate.
- Increasingly stringent environmental laws, rules, regulations, and customer expectations may require us to redesign our existing products and processes and could adversely affect our ability to cost-effectively produce our products.
- To be successful we may need to make investments and acquisitions, integrate companies we acquire, and/or enter into strategic alliances.
- We may not be able to prevent, or timely detect, information technology security breaches.
- In order to remain competitive, we must be able to successfully protect our intellectual property rights.
- We are subject to the risks of licensing third-party intellectual property.
- We may be subject to warranty claims, product recalls, and liability claims.
- We may be subject to claims of infringement of third-party intellectual property rights or demands that we license third-party technology.
- Our stock price has been volatile and may fluctuate in the future.
- There can be no assurance that we will continue to declare cash dividends or repurchase our stock.
- Certain provisions in our organizational documents and Delaware law may make it difficult for someone to acquire control of us.
Content analysis
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Positive | ||
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Constraining | ||
Legalese | ||
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Readability |
H.S. junior Bad
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New words:
aforementioned, content, coupled, device, discontinued, entertainment, gaming, innovative, issuable, likewise, newly, onset, satisfied, unimagined, upgrade
Removed:
Accrued, adjust, Amendment, arrangement, asset, ASU, borrowing, Bureau, classification, collectively, commencement, Commerce, comparative, decreased, Department, depend, discount, estimated, exercised, exist, expedient, expiration, expire, extend, extension, FASB, finance, Huawei, impacted, inception, incremental, index, issued, List, longest, machinery, maintain, modified, obtained, occurring, office, package, passage, practical, recognize, reduced, remaining, renewal, rent, replaced, retrospective, ROU, scheduled, Security, separate, standard, Supplemental, termination, Topic, underlying, variable
Financial reports
10-K/A
2020 FY
Annual report (amended)
29 Jan 21
10-Q
2021 Q1
Quarterly report
28 Jan 21
10-K
2020 FY
Annual report
16 Nov 20
10-Q
2020 Q3
Quarterly report
23 Jul 20
10-Q
2020 Q1
Quarterly report
4 May 20
10-K/A
2019 FY
Annual report (amended)
27 Jan 20
10-Q
2020 Q1
Quarterly report
24 Jan 20
10-K
2019 FY
Annual report
14 Nov 19
10-Q
2019 Q3
Quarterly report
7 Aug 19
10-Q
2019 Q2
Quarterly report
2 May 19
Current reports
8-K
Amendments to Articles of Incorporation or Bylaws
15 Feb 21
8-K
Skyworks Reports Q1 FY21 Results
28 Jan 21
8-K
Other Events
28 Jan 21
8-K
Departure of Directors or Certain Officers
18 Dec 20
8-K
Skyworks Reports Q4 and Full Year FY20 Results
2 Nov 20
8-K
Skyworks Reports Q3 FY20 Results
23 Jul 20
8-K
Submission of Matters to a Vote of Security Holders
8 May 20
8-K
Skyworks Reports Q2 FY20 Results
4 May 20
8-K
Skyworks Provides Business Update in Light of COVID-19 Outbreak and Sets Date for Q2 FY20 Earnings Release and Conference Call
14 Apr 20
8-K
Skyworks Updates Q2 FY20 Outlook
4 Mar 20
Registration and prospectus
S-8
Registration of securities for employees
3 Jun 20
S-8
Registration of securities for employees
18 May 15
S-8
Registration of securities for employees
22 Sep 13
S-8 POS
Registration of securities for employees (post-effective amendment)
19 Sep 13
S-8
Registration of securities for employees
19 Jan 12
SC TO-T/A
Third party tender offer statement (amended)
9 Jan 12
SC TO-T/A
Third party tender offer statement (amended)
22 Dec 11
SC TO-T/A
Third party tender offer statement (amended)
22 Dec 11
SC TO-T
Third party tender offer statement
8 Dec 11
SC TO-C
Information about tender offer
4 Dec 11
Proxies
DEFA14A
Additional proxy soliciting materials
26 Mar 21
DEF 14A
Definitive proxy
26 Mar 21
DEFA14A
Additional proxy soliciting materials
27 Mar 20
DEF 14A
Definitive proxy
27 Mar 20
PRE 14A
Preliminary proxy
17 Mar 20
DEFA14A
Additional proxy soliciting materials
29 Mar 19
DEF 14A
Definitive proxy
29 Mar 19
DEFA14A
Additional proxy soliciting materials
27 Apr 18
PX14A6G
Letter to shareholders
5 Apr 18
DEF 14A
Definitive proxy
1 Apr 18
Other
SD
Conflict minerals disclosure
29 May 20
UPLOAD
Letter from SEC
9 Mar 20
CORRESP
Correspondence with SEC
26 Feb 20
CORRESP
Correspondence with SEC
9 Feb 20
UPLOAD
Letter from SEC
30 Jan 20
SD
Conflict minerals disclosure
31 May 19
SD
Conflict minerals disclosure
31 May 18
SD
Conflict minerals disclosure
30 May 17
NO ACT
No action letter
8 Feb 17
NO ACT
No action letter
5 Feb 17
Ownership
4
SKYWORKS SOLUTIONS / Karilee A Durham ownership change
9 Apr 21
4
SKYWORKS SOLUTIONS / LIAM GRIFFIN ownership change
10 Feb 21
SC 13G/A
SKYWORKS SOLUTIONS / VANGUARD ownership change
10 Feb 21
SC 13G/A
SKYWORKS SOLUTIONS / BlackRock ownership change
1 Feb 21
4
SKYWORKS SOLUTIONS / ROBERT JOHN TERRY ownership change
6 Jan 21
4
SKYWORKS SOLUTIONS / Karilee A Durham ownership change
23 Dec 20
4
SKYWORKS SOLUTIONS / LIAM GRIFFIN ownership change
25 Nov 20
4
SKYWORKS SOLUTIONS / LIAM GRIFFIN ownership change
20 Nov 20
4
SKYWORKS SOLUTIONS / ROBERT JOHN TERRY ownership change
18 Nov 20
4
SKYWORKS SOLUTIONS / ROBERT JOHN TERRY ownership change
13 Nov 20
Patents
APP
Utility
Method of Forming a High Thermal Conductivity Composite Dielectric Material
8 Apr 21
Disclosed herein are embodiments of materials having high thermal conductivity along with a high dielectric constants.
APP
Utility
Jump-start Power Amplifier Boost Converter
8 Apr 21
A power management integrated circuit (PMIC) can improve the ramp up speed of a boost converter with the inclusion of a controllable switch that may modify the connection of an output capacitor to reduce the ramp time as the output voltage is ramping to a desired boost setpoint.
APP
Utility
Apparatus and Methods for Oscillation Suppression of Cascode Power Amplifiers
8 Apr 21
Apparatus and methods for oscillation suppression of cascode power amplifiers are provided herein.
APP
Utility
Fast Ramping Power Amplifier Boost Converter
8 Apr 21
A power management integrated circuit (PMIC) can improve the ramp up speed of a boost converter with the inclusion of a controllable switch that may modify the connection of an output capacitor to reduce the ramp time as the output voltage is ramping to a desired boost setpoint.
APP
Utility
Amplifier Having Envelope Control
8 Apr 21
In some embodiments, an amplifier system can include an amplifier circuit having first and second amplifiers configured to amplify respective first and second portions of an input signal.
Transcripts
2021 Q1
Earnings call transcript
29 Jan 21
2020 Q4
Earnings call transcript
2 Nov 20
2020 Q4
Earnings call transcript
2 Nov 20
2020 Q4
Earnings call transcript
2 Nov 20
2020 Q3
Earnings call transcript
23 Jul 20
2020 Q2
Earnings call transcript
4 May 20
2020 Q1
Earnings call transcript
23 Jan 20
2019 Q4
Earnings call transcript
12 Nov 19
2019 Q3
Earnings call transcript
7 Aug 19
2019 Q2
Earnings call transcript
2 May 19
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