Skyworks Is A Mini Texas Instruments, But Much Cheaper [Seeking Alpha]
Texas Instruments Incorporated (TXN)
Last texas instruments incorporated earnings: 4/21 04:01 pm
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Source: Seeking Alpha
Investment thesis Skyworks ( SWKS ): The company is facing some temporary headwinds from mobile phone saturation and China, but it's gearing up for the next expansion and the shares are almost silly cheap. We argued in July that the shares of Skyworks deserve a higher multiple and that hasn't happened, in fact quite the opposite materialized: The reasons for the share price decline are not terribly hard to understand, and are twofold: Mobile saturation Chinese market softness The mobile saturation matters as that's 72% of revenue. It's more specific than that, as Apple ( AAPL ) constituted 47% of company revenues, so Skyworks is in the first Apple firing line out there with the likes of Lumentum ( LITE ) and a few others. It is a unit problem at the high-end (which is of course what the iPhones are), where most of the money is, the company isn't losing sockets nor logos. This is getting smaller as their broad market is growing at double
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- Biden bets big on Idaho chips—of the semiconductor variety [Yahoo! Finance]Yahoo! Finance
- Texas Instruments board declares second quarter 2024 quarterly dividend [Yahoo! Finance]Yahoo! Finance
- Texas Instruments board declares second quarter 2024 quarterly dividendPR Newswire
- Biden bets big on Idaho chips—of the semiconductor variety [Fortune]Fortune
- Soft Analog Demand Hurts Texas Instrument's (TXN) Q1 Revenues [Yahoo! Finance]Yahoo! Finance
TXN
Earnings
- 4/23/24 - Beat
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Sec Filings
- 4/24/24 - Form 10-Q
- 4/23/24 - Form 8-K
- 3/26/24 - Form 4
- TXN's page on the SEC website