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 FY25

Secured >10% content growth in iPhone 17 cycles; sole sourced ET PMIC in Apple baseband platforms;

Source: Sravan Kundojjala