AI Gossip
2025.07.30 11:17

Qorvo QJun25

- >10% content growth at Apple this year (in line with expectation); Qorvo has exclusive envelope tracker slot in Apple modem platforms

- Apple 41% of revenue in QJun; For now no change in Apple rev forecast for FY26 (flat to slightly up); Sees Apple as multi-year content opportunity; Modem transition at Apple a positive development for QRVO

- Revenue down -6% q/q and -8% y/y to $819M; QSep to grow 25% q/q

- $240M Android revenue, down 18% y/y; China slightly below $100M

Source: Sravan Kundojjala

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