Skyworks Solutions, Inc. (SWKS) UBS Global Technology and AI Conference 2025 December 2, 2025 4:15 PM EST
Company Participants
Philip Brace – CEO, President & Director
Conference Call Participants
Timothy Arcuri – UBS Investment Bank, Research Division
Presentation
Timothy Arcuri
UBS Investment Bank, Research Division
All right. We’re going to get started. I’m Tim Arcuri. I’m the semi and semi equipment analyst here at UBS. And we’re very pleased to have Skyworks next in the agenda. I’m very pleased to have Phil Brace, who’s the CEO of Skyworks. So again, Phil, thank you for the time.
Philip Brace
CEO, President & Director
Thanks, Tim. It’s a pleasure to be here, and it’s a great event and great conference.
Question-and-Answer Session
Timothy Arcuri
UBS Investment Bank, Research Division
Great. Well, let’s start with the strategic rationale and the timing of the Qorvo combo. Some of my investor conversations seem to miss maybe what some of the opportunities are that you see? And can you walk us through why now is the right moment to bring these 2 franchises together and how you’re managing focus and continuity for the company while this all plays out?
Philip Brace
CEO, President & Director
Yes, it’s a great question. I mean, first off, I’ve known Bob and Qorvo long before I took the job, actually. And so I was familiar with the company. And when I came on board at Skyworks, it just became so clear to me that the combination of these 2 companies is just — would create a very strong platform. And so sometimes, it just takes a little bit of maybe a new perspective, some timing. We’ve got customer support. We have regulatory — pass through regulatory.
And I think just some hard work and you take advantage of timing, you have
Credit: Source link
