
Skyworks QJun25: Six straight quarters of growth in non-mobile through QJun. Will grow in QSep too. Apple revenue up 4% y/y but will be down -9% y/y in QSep as SWKS loses 20-25% content in iPhone 17. Apple 63% of revenue. But insists Apple modem creates new opportunities for it.
Source: Sravan Kundojjala
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