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Earnings Call Summary | Skyworks Solutions(SWKS.US) Q3 2024 Earnings Conference

Earnings Call Summary | Skyworks Solutions(SWKS.US) Q3 2024 Earnings Conference

业绩会总结 | 思佳讯(SWKS.US) 2024年第三季度业绩会
moomoo AI ·  07/31 01:27  · 电话会议

The following is a summary of the Skyworks Solutions, Inc. (SWKS) Q3 2024 Earnings Call Transcript:

以下是思佳讯公司(SWKS)2024年第三季度业绩会简报:

Financial Performance:

金融业绩:

  • Skyworks reported Q3 2024 revenue of $906 million.

  • Gross margin was reported at 46%, reflecting ongoing cost-reduction actions and favorable mix shift.

  • Operating income was $219 million with a 24% margin.

  • The company delivered earnings per share of $1.21.

  • Generated free cash flow of $249 million, with year-to-date free cash flow at $1.3 billion, showing a 40% free cash flow margin.

  • 思佳讯报告2024年Q3收入为9,0600万美元。

  • 毛利率报告为46%,反映了持续的成本削减措施和有利的产品组合变化。

  • 营业利润为2,1900万美元,利润率为24%。

  • 公司每股收益为1.21美元。

  • 自由现金流达2,4900万美元,截至目前的自由现金流为13亿美元,自由现金流利润率为40%。

Business Progress:

业务进展:

  • Skyworks secured 5G content for premium Android smartphones, including Google Pixel 8a, Samsung Galaxy M, and Oppo Reno12.

  • Supported launches of WiFi 7 tri-band routers and access points with NETGEAR, TP-LINK, and Cambium Networks.

  • Accelerated design wins in automotive telematics, infotainment, and CV2X.

  • 思佳讯已为高端安卓智能手机赢得了5G内容,其中包括Google Pixel 8a,三星Galaxy m和Oppo Reno12。

  • 支持NETGEAR、TP-LINk和cambium networks推出WiFi 7三频路由器和接入点。

  • 加速在汽车车载信息、娱乐以及CV2X方面的设计胜任。

Opportunities:

机会:

  • Opportunities in generative AI, leading to a potential smartphone replacement cycle and driving higher RF complexity.

  • Strong design win pipeline in automotive and industrial segments, and in edge IoT for WiFi 7 systems.

  • 由生成式人工智能带来的机遇,可能引发智能手机更替周期,推动更高的射频复杂度。

  • 强有力的设计胜任管道,服务于汽车和工业领域,并针对Wi-Fi 7系统的边缘物联网。

Risks:

风险:

  • Elevated inventory levels in traditional data center and wireless infrastructure are prolonging the recovery; impacting the business flow.

  • 传统数据中心和无线基础架构库存水平的升高正在拖延复原;影响业务流程。

More details: Skyworks Solutions IR

更多详情:思佳讯方案进行中

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。

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