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Earnings Call Summary | Qorvo(QRVO.US) Q3 2025 Earnings Conference

Futu News ·  Jan 29 01:12  · Conference Call

The following is a summary of the Qorvo, Inc. (QRVO) Q3 2025 Earnings Call Transcript:

Financial Performance:

  • Qorvo reported a favorable performance with Q3 revenue of $916 million and non-GAAP diluted EPS of $1.61, showing improvement in gross margin to 46.5%.

  • They achieved operating cash flow of $214 million, with free cash flow of $176 million.

Business Progress:

  • Qorvo is experiencing sequential growth in defense and aerospace, industrial and enterprise, and infrastructure segments.

  • Specific advancements include engagements with tier-1 manufacturers in Ultra-Wideband and WiFi 7, and significant design wins in automotive Ultra-Wideband products.

Opportunities:

  • Qorvo plans expansion in defense and aerospace supported by upgrades to non-terrestrial networks and transitions in radar systems.

  • In automotive, there is potential growth from a broad set of new content from automotive-grade Ultra-Wideband products.

Risks:

  • Projected revenue declines in Android 5G in ACG by approximately $150 million to $200 million annually in fiscal '26 and '27 primarily in China, affecting overall growth rates.

More details: Qorvo IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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