Qorvo QMar25
- Revenue down -8% q/q and -5% y/y to $869M; QJun will decline -11% q/q- Apple revenue grew 25% in FY25; Apple 47% and Samsung 10% in FY25Secured >10% content growth in iPhone 17 cycles; sole sourced ET PMIC in Apple baseband platforms;Source: Sravan Kundojjala
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