Skyworks Solutions Inc (WBO:SWKS)
€ 62.55 -0.99 (-1.56%) Market Cap: 9.27 Bil Enterprise Value: 9.06 Bil PE Ratio: 29.17 PB Ratio: 1.83 GF Score: 74/100

Skyworks Solutions Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 02, 2026 / 04:30PM GMT
Release Date Price: €49.65 (+0.84%)
Joseph Moore
Morgan Stanley & Co Ltd - Analyst

Everybody. I'm Joe Moore. Happy to have Phil Grace from Skyworks. I'm supposed to read real quickly safe harbor. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures.

If you have any questions, please reach out to your Morgan Stanley sales representative. So that out of the way.

So Phil, it's great to have you here. You were here last year, I think, was your first presentation as the CEO of Skyworks. And I was really impressed at the time how candid you were about everything, and we talked about Qorvo and M&A and all the things that are sort of happening now. So I appreciate that. And I think you sort of talked about having a culture of accountability and not blaming customers for sockets that you lose and things like that.

And I liked all that. So maybe you could just talk about that last year, just any big overview comments, and then we'll go into Q&A.

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